David O'Day
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David O'Day Email & Phone Number

Associate Wealth Advisor at SageView Advisory Group
Location: Wilmington, North Carolina, United States 2 work roles 2 schools
1 work email found @liveoakbank.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@liveoakbank.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
SageView Advisory Group
Role
Associate Wealth Advisor
Location
Wilmington, North Carolina, United States
Company size
247 employees

Who is David O'Day? Overview

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Quick answer

David O'Day is listed as Associate Wealth Advisor at SageView Advisory Group, a company with 247 employees, based in Wilmington, North Carolina, United States. AeroLeads shows a work email signal at liveoakbank.com and a matched LinkedIn profile for David O'Day.

David O'Day previously worked as AVP, Underwriter II at Live Oak Bank. David O'Day holds Bachelor Of Science In Business Administration, Finance from University Of North Carolina At Wilmington.

Company email context

Email format at SageView Advisory Group

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*@liveoakbank.com
68% confidence

AeroLeads found 1 current-domain work email signal for David O'Day. Compare company email patterns before reaching out.

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Profile bio

About David O'Day

Highly energized, disciplined, and performance-focused finance professional who possesses a strong comprehension of financial elements including the general principals of financial planning, personal and business financial analysis, credit worthiness, insurance products, retirement & tax planning strategies, and investment vehicles. My other demonstrated core competencies include:• Candidate for CFP® Certification• Active NASAA Series 65 License• Active NASAA Series 63 License

Listed skills include Sales, Business Development, Customer Service, Bilingual Communications, and 7 others.

Current workplace

David O'Day's current company

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SageView Advisory Group
Sageview Advisory Group
Associate Wealth Advisor
California, United States
Website
sageviewadvisory.com
Employees
247
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Company profile
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2 roles

David O'Day work experience

A career timeline built from the work history available for this profile.

Avp, Underwriter Ii

Current
Live Oak Bank
  • Helped empower the ‘American Dream’ of 250+ Small Business Owners by having a strong understanding of the mergers and acquisitions (M&A) process and the commercial lending and SBA program rules and procedures.
  • Promoted from level I to level II based on underwriting expertise, consistency with high quality work, and being a key resource to other employees.
  • Managed multiple projects simultaneously while consistently meeting deadlines and exceeding client expectations.
Oct 2022 - Present
Team & coworkers

Colleagues at SageView Advisory Group

Other employees you can reach at sageviewadvisory.com. View company contacts for 247 employees →

MS Marsha Satterwhite Marsha Satterwhite Colleague at Sageview Advisory Group Richmond, Virginia, United States, United States View → GW Ginger Watson Ginger Watson Colleague at Sageview Advisory Group Louisville, Tennessee, United States, United States View → MA Michael A. Coelho,C(K)P®, Aif® Michael A. Coelho,C(K)P®, Aif® Colleague at Sageview Advisory Group Austin, Texas, United States, United States View → SE Steven Edwards Steven Edwards Colleague at Sageview Advisory Group Honolulu County, Hawaii, United States, United States View → LW Larissa Whittle, Aif®, Cpfa, Cebs Larissa Whittle, Aif®, Cpfa, Cebs Colleague at Sageview Advisory Group Brentwood, Tennessee, United States, United States View → MB Mary Berk Mary Berk Colleague at Sageview Advisory Group Paradise Valley, Arizona, United States, United States View → DB Derrick Byrd, Cfp®, Mba, Nqpc™ Derrick Byrd, Cfp®, Mba, Nqpc™ Colleague at Sageview Advisory Group Knoxville Metropolitan Area, United States View → RB Ryan Biggs Ryan Biggs Colleague at Sageview Advisory Group Greater Phoenix Area, United States View → BB Bailey Braden Bailey Braden Colleague at Sageview Advisory Group Knoxville, Tennessee, United States, United States View → BP Brian Profancik Brian Profancik Colleague at Sageview Advisory Group Ladera Ranch, California, United States, United States View →
2 education records

David O'Day education

Bachelor Of Science In Business Administration, Finance

University Of North Carolina At Wilmington

• Relevant Courses: Financial Markets and Institution, Principles of Investments, Intermediate Corporate Finance, Advanced Financial.

Certificate, North Carolina State University Cfp® Education Program

North Carolina State University

• Completed the CFP® Board’s education requirement through North Carolina State University CFP® Education Program to be able to sit for.

FAQ

Frequently asked questions about David O'Day

Quick answers generated from the profile data available on this page.

What company does David O'Day work for?

David O'Day works for SageView Advisory Group.

What is David O'Day's role at SageView Advisory Group?

David O'Day is listed as Associate Wealth Advisor at SageView Advisory Group.

What is David O'Day's email address?

AeroLeads has found 1 work email signal at @liveoakbank.com for David O'Day at SageView Advisory Group.

Where is David O'Day based?

David O'Day is based in Wilmington, North Carolina, United States while working with SageView Advisory Group.

What companies has David O'Day worked for?

David O'Day has worked for Sageview Advisory Group and Live Oak Bank.

Who are David O'Day's colleagues at SageView Advisory Group?

David O'Day's colleagues at SageView Advisory Group include Marsha Satterwhite, Ginger Watson, Michael A. Coelho,C(K)P®, Aif®, Steven Edwards, and Larissa Whittle, Aif®, Cpfa, Cebs.

How can I contact David O'Day?

You can use AeroLeads to view verified contact signals for David O'Day at SageView Advisory Group, including work email, phone, and LinkedIn data when available.

What schools did David O'Day attend?

David O'Day holds Bachelor Of Science In Business Administration, Finance from University Of North Carolina At Wilmington.

What skills is David O'Day known for?

David O'Day is listed with skills including Sales, Business Development, Customer Service, Bilingual Communications, Time Management, Retail, Teamwork, and Team Leadership.

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