David Schedler

David Schedler Email and Phone Number

President at Cowling Bay Wealth Management @ Cowling Bay Wealth Management, LLC
David Schedler's Location
Oshkosh, Wisconsin, United States, United States
David Schedler's Contact Details

David Schedler work email

David Schedler personal email

David Schedler phone numbers

About David Schedler

Experienced in wealth management with particular depth in managing high-net-worth relationships, retirement planning for business owners, and retiring professionals.

David Schedler's Current Company Details
Cowling Bay Wealth Management, LLC

Cowling Bay Wealth Management, Llc

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President at Cowling Bay Wealth Management
David Schedler Work Experience Details
  • Cowling Bay Wealth Management, Llc
    President
    Cowling Bay Wealth Management, Llc Sep 2019 - Present
    Oshkosh, Wisconsin, Us
    View
  • Legacy Private Trust Company
    Vice President
    Legacy Private Trust Company Feb 2004 - Sep 2019
    Neenah, Wi, Us
    View
  • Bank One
    Investment Specialist
    Bank One Mar 2002 - Jan 2004
    Us
    View
  • Associated Bank
    Vice President Retirement Services
    Associated Bank 1994 - 2002

David Schedler Skills

Investments Financial Analysis Wealth Management Retirement Planning Estate Planning Portfolio Management Retirement Leadership Investment Advisory Investment Strategies Strategic Planning Asset Allocation Sales Finance Financial Services

David Schedler Education Details

  • Yale School Of Management
    Yale School Of Management
    Executive Management Education Program - Certified Private Wealth Advisor
  • University Of Wisconsin-Eau Claire
    University Of Wisconsin-Eau Claire
    General

Frequently Asked Questions about David Schedler

What company does David Schedler work for?

David Schedler works for Cowling Bay Wealth Management, Llc

What is David Schedler's role at the current company?

David Schedler's current role is President at Cowling Bay Wealth Management.

What is David Schedler's email address?

David Schedler's email address is da****@****ail.com

What is David Schedler's direct phone number?

David Schedler's direct phone number is +192096*****

What schools did David Schedler attend?

David Schedler attended Yale School Of Management, University Of Wisconsin-Eau Claire.

What skills is David Schedler known for?

David Schedler has skills like Investments, Financial Analysis, Wealth Management, Retirement Planning, Estate Planning, Portfolio Management, Retirement, Leadership, Investment Advisory, Investment Strategies, Strategic Planning, Asset Allocation.

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