Sabbatical
Sabbatical
AeroLeads people directory · profile
David Westerhout Email & Phone Number
Sabbatical
at
Sabbatical
1 work email found
@advintro.com
7 phones found area 619, 858, and 800
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Sabbatical
Location
San Diego, California, United States
Company size
Who is David Westerhout? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Westerhout is listed as Sabbatical at Sabbatical, a company with 7 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at advintro.com, phone signal with area code 619, 858, 800, and a matched LinkedIn profile for David Westerhout.
David Westerhout previously worked as Partner at Advintro and Vice President, Business Development Consultant Investment Advisors Division at Raymond James. David Westerhout studied at San Diego State University-California State University.
Company email context
Email format at Sabbatical
This section adds company-level context without repeating David Westerhout's masked contact details.
{first}@advintro.com
89% confidence
AeroLeads found 1 current-domain work email signal for David Westerhout. Compare company email patterns before reaching out.
Profile bio
About David Westerhout
Business Consultant with 20 years of experience working with Registered Investment Advisors. Specialties: Series 4,7, 24 and 63 security licenses.RIA Relationship Management, Change Management, Consultative Sales, Lean Six Sigma, Time and Organizational Management.
Listed skills include Mutual Funds, Portfolio Management, Finra, Risk Management, and 14 others.
Current workplace
David Westerhout's current company
Company context helps verify the profile and gives searchers a useful next step.
Sabbatical
9 roles
David Westerhout work experience
A career timeline built from the work history available for this profile.
Partner
CurrentHelping fintech and financial services firms scale by leveraging our deep network and expertise. Providing clients with business development, pricing, high level introductions to prospects, sales, strategy, market positioning and trade show representation.
Nov 2022 - Present
Sabbatical
Sabbatical
Jun 2022 - Nov 2022
Vice President, Business Development Consultant Investment Advisors Division
Business Consultant helping advisors transition to independence and enhance their business. It brings me great satisfaction helping advisors transition to independence, helping firms grow their brand, gain assets, and become more efficient and cost effective. Whether it has been helping advisors choose the proper technology solution for their needs or.
Jul 2019 - Jun 2022
Vice President Technology Consulting
Senior Solutions Consultant for the West Team, which averaged over $6 billion per year in net new assets, in selling custodial services to SEC Registered Investment Advisors with over $100 million in assets under management.Responsibilities include furthering the sales process and level of prospect engagement by demonstrating and providing in-depth.
Jan 2012 - Jul 2019
Institutional Trading Manager
Organizational leadership of trading teams including equities, options, and mutual funds with strengths in risk management, driving client loyalty and employee engagement.
Jan 2009 - Jan 2012
Institutional Trader
May 2006 - Dec 2008
Institutional Trader
Td Waterhouse
Aug 2003 - Apr 2006
Various Roles And Responsibilities
Td Waterhouse
Various roles within operations, trading, risk management
Jan 2000 - Jul 2003
Team & coworkers
Colleagues at Sabbatical
Other employees you can reach at advintro.com. View company contacts for 7 employees →
CH
Chuck Hayes
Colleague at SabbaticalSummerville, South Carolina, United States, United States
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BC
Brendon Cooper
Colleague at SabbaticalGreater Boston, United States
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DM
David M. Aferiat
Colleague at SabbaticalAtlanta, Georgia, United States, United States
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RN
Randy Namin
Colleague at SabbaticalSouthbury, Connecticut, United States, United States
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TW
Tom Wagner
Colleague at SabbaticalNewport, Rhode Island, United States, United States
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Chuck Hayes
Colleague at SabbaticalSummerville, South Carolina, United States, United States
View →
BC
Brendon Cooper
Colleague at SabbaticalGreater Boston, United States
View →
DM
David M. Aferiat
Colleague at SabbaticalAtlanta, Georgia, United States, United States
View →
RN
Randy Namin
Colleague at SabbaticalSouthbury, Connecticut, United States, United States
View →
TW
Tom Wagner
Colleague at SabbaticalNewport, Rhode Island, United States, United States
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1 education record
David Westerhout education
FAQ
Frequently asked questions about David Westerhout
Quick answers generated from the profile data available on this page.
What company does David Westerhout work for?
David Westerhout works for Sabbatical.
What is David Westerhout's role at Sabbatical?
David Westerhout is listed as Sabbatical at Sabbatical.
What is David Westerhout's email address?
AeroLeads has found 1 work email signal at @advintro.com for David Westerhout at Sabbatical.
What is David Westerhout's phone number?
AeroLeads has found 7 phone signal(s) with area code 619, 858, 800 for David Westerhout at Sabbatical.
Where is David Westerhout based?
David Westerhout is based in San Diego, California, United States while working with Sabbatical.
What companies has David Westerhout worked for?
David Westerhout has worked for Sabbatical, Advintro, Raymond James, Td Ameritrade Institutional, and Td Waterhouse.
Who are David Westerhout's colleagues at Sabbatical?
David Westerhout's colleagues at Sabbatical include Chuck Hayes, Brendon Cooper, David M. Aferiat, Randy Namin, and Tom Wagner.
How can I contact David Westerhout?
You can use AeroLeads to view verified contact signals for David Westerhout at Sabbatical, including work email, phone, and LinkedIn data when available.
What schools did David Westerhout attend?
David Westerhout studied at San Diego State University-California State University.
What skills is David Westerhout known for?
David Westerhout is listed with skills including Mutual Funds, Portfolio Management, Finra, Risk Management, Equities, Strategic Financial Planning, Series 7, and Investment Advisory.
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