Financial Planner
Current
Feb 2010 - Present
AeroLeads people directory · profile
Russel David Email & Phone Number
Financial Analyst at Evans & Peck
at
United Planners Financial Services
1 work email found
@unitedplanners.com
1 phone found area 480
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Analyst at Evans & Peck
Location
New York, New York, United States
Company size
Who is Russel David? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Russel David is listed as Financial Analyst at Evans & Peck at United Planners Financial Services, a company with 174 employees, based in New York, New York, United States. AeroLeads shows a work email signal at unitedplanners.com, phone signal with area code 480, and a matched LinkedIn profile for Russel David.
Russel David previously worked as Financial planner at United Planners Financial Services and Financial Analyst at Evans & Peck. Russel David holds Master'S Degree, Finance from State University Of New York At Albany.
Company email context
Email format at United Planners Financial Services
This section adds company-level context without repeating Russel David's masked contact details.
{first_initial}{last}@unitedplanners.com
89% confidence
AeroLeads found 1 current-domain work email signal for Russel David. Compare company email patterns before reaching out.
Profile bio
About Russel David
Professional, experienced, and diligent financial, management, and project expert. Proactive ability to exercise a common-sense financial approach while utilizing creative problem-solving techniques. Dedicated, diligent, and responsible employee that can formulate appropriate strategies while helping to meet organizational goals.
Listed skills include Finance, Financial Analysis, Financial Accounting, Financial Modeling, and 6 others.
Current workplace
Russel David's current company
Company context helps verify the profile and gives searchers a useful next step.
United Planners Financial Services
2 roles
Russel David work experience
A career timeline built from the work history available for this profile.
Financial Analyst
CurrentFinancial position: understanding what resources are available by looking at the net worth and cash flow of a householdAdequate protection: the analysis of how to protect a household from unforeseen risksTax planningInvestment and accumulation goalsRetirement planningEstate planning
Feb 2010 - Present
Team & coworkers
Colleagues at United Planners Financial Services
Other employees you can reach at unitedplanners.com. View company contacts for 174 employees →
A(
Angela (Angel) I.
Colleague at United Planners Financial Services
Dallas-Fort Worth Metroplex, United States
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CW
Craig Wright
Colleague at United Planners Financial Services
Xenia, Ohio, United States, United States
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TM
Todd Miron, Cfa
Colleague at United Planners Financial Services
Minneapolis, Minnesota, United States, United States
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KA
Kimberly Ausborn
Colleague at United Planners Financial Services
Clarion, Iowa, United States, United States
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RR
Renee Rael
Colleague at United Planners Financial Services
Scottsdale, Arizona, United States, United States
View →
PD
Phillip Duncan
Colleague at United Planners Financial Services
Peoria, Arizona, United States, United States
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TS
Tyson Sterling, Aif®
Colleague at United Planners Financial Services
Phoenix, Arizona, United States, United States
View →
CD
Catherine Doney
Colleague at United Planners Financial Services
Clearwater, Florida, United States, United States
View →
JR
Jeff Rattiner
Colleague at United Planners Financial Services
Scottsdale, Arizona, United States, United States
View →
RT
Rosemary Tipton
Colleague at United Planners Financial Services
Phoenix, Arizona, United States, United States
View →
Angela (Angel) I.
Colleague at United Planners Financial Services
Dallas-Fort Worth Metroplex, United States
View →
CW
Craig Wright
Colleague at United Planners Financial Services
Xenia, Ohio, United States, United States
View →
TM
Todd Miron, Cfa
Colleague at United Planners Financial Services
Minneapolis, Minnesota, United States, United States
View →
KA
Kimberly Ausborn
Colleague at United Planners Financial Services
Clarion, Iowa, United States, United States
View →
RR
Renee Rael
Colleague at United Planners Financial Services
Scottsdale, Arizona, United States, United States
View →
PD
Phillip Duncan
Colleague at United Planners Financial Services
Peoria, Arizona, United States, United States
View →
TS
Tyson Sterling, Aif®
Colleague at United Planners Financial Services
Phoenix, Arizona, United States, United States
View →
CD
Catherine Doney
Colleague at United Planners Financial Services
Clearwater, Florida, United States, United States
View →
JR
Jeff Rattiner
Colleague at United Planners Financial Services
Scottsdale, Arizona, United States, United States
View →
RT
Rosemary Tipton
Colleague at United Planners Financial Services
Phoenix, Arizona, United States, United States
View →
1 education record
Russel David education
FAQ
Frequently asked questions about Russel David
Quick answers generated from the profile data available on this page.
What company does Russel David work for?
Russel David works for United Planners Financial Services.
What is Russel David's role at United Planners Financial Services?
Russel David is listed as Financial Analyst at Evans & Peck at United Planners Financial Services.
What is Russel David's email address?
AeroLeads has found 1 work email signal at @unitedplanners.com for Russel David at United Planners Financial Services.
What is Russel David's phone number?
AeroLeads has found 1 phone signal(s) with area code 480 for Russel David at United Planners Financial Services.
Where is Russel David based?
Russel David is based in New York, New York, United States while working with United Planners Financial Services.
What companies has Russel David worked for?
Russel David has worked for United Planners Financial Services and Evans & Peck.
Who are Russel David's colleagues at United Planners Financial Services?
Russel David's colleagues at United Planners Financial Services include Angela (Angel) I., Craig Wright, Todd Miron, Cfa, Kimberly Ausborn, and Renee Rael.
How can I contact Russel David?
You can use AeroLeads to view verified contact signals for Russel David at United Planners Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Russel David attend?
Russel David holds Master'S Degree, Finance from State University Of New York At Albany.
What skills is Russel David known for?
Russel David is listed with skills including Finance, Financial Analysis, Financial Accounting, Financial Modeling, Corporate Finance, Financial Risk, Managerial Finance, and Financial Planning.
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