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David Stefanick, Cfa Email & Phone Number

Director of Investment Solutions at Bridgeport Financial Technology
Location: Atlanta, Georgia, United States 1 work role 3 schools
1 work email found @wealthshield.co 2 phones found area 919 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@wealthshield.co
Direct phone (919) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Bridgeport Financial Technology
Role
Director of Investment Solutions
Location
Atlanta, Georgia, United States
Company size
7 employees

Who is David Stefanick, Cfa? Overview

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Quick answer

David Stefanick, Cfa is listed as Director of Investment Solutions at Bridgeport Financial Technology, a company with 7 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at wealthshield.co, phone signal with area code 919, and a matched LinkedIn profile for David Stefanick, Cfa.

David Stefanick, Cfa holds Bachelor Of Arts (Ba), Exercise And Sport Science from University Of North Carolina At Chapel Hill.

Company email context

Email format at Bridgeport Financial Technology

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{first}@wealthshield.co
86% confidence

AeroLeads found 1 current-domain work email signal for David Stefanick, Cfa. Compare company email patterns before reaching out.

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Profile bio

About David Stefanick, Cfa

David Stefanick, Cfa is a Director of Investment Solutions at Bridgeport Financial Technology. He possess expertise in leadership, financial modeling, equity research analysis, investments, investment management and 17 more skills.

Listed skills include Leadership, Financial Modeling, Equity Research Analysis, Investments, and 18 others.

Current workplace

David Stefanick, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Bridgeport Financial Technology
Bridgeport Financial Technology
Director of Investment Solutions
carlsbad, california, united states
Website
bridgeportft.com
Employees
7
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Company profile
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1 role

David Stefanick, Cfa work experience

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

Team & coworkers

Colleagues at Bridgeport Financial Technology

Other employees you can reach at bridgeportft.com. View company contacts for 7 employees →

CT Cassidy Tibbitts Cassidy Tibbitts Colleague at Bridgeport Financial TechnologyCarlsbad, California, United States, United States View → MS Marcus Steele Marcus Steele Colleague at Bridgeport Financial TechnologyLos Angeles Metropolitan Area, United States View → VA Vanessa Andre Vanessa Andre Colleague at Bridgeport Financial TechnologySan Diego Metropolitan Area, United States View → ED Ernesto De La Fe Ernesto De La Fe Colleague at Bridgeport Financial TechnologyMiami, Florida, United States, United States View → LL Lisa Lee Lisa Lee Colleague at Bridgeport Financial TechnologyUnited States, United States View → SM Seon Mi Montoya Seon Mi Montoya Colleague at Bridgeport Financial TechnologySan Diego, California, United States, United States View → CN Cameron Nero Cameron Nero Colleague at Bridgeport Financial TechnologyEncinitas, California, United States, United States View →
3 education records

David Stefanick, Cfa education

FAQ

Frequently asked questions about David Stefanick, Cfa

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

What company does David Stefanick, Cfa work for?

David Stefanick, Cfa works for Bridgeport Financial Technology.

What is David Stefanick, Cfa's role at Bridgeport Financial Technology?

David Stefanick, Cfa is listed as Director of Investment Solutions at Bridgeport Financial Technology.

What is David Stefanick, Cfa's email address?

AeroLeads has found 1 work email signal at @wealthshield.co for David Stefanick, Cfa at Bridgeport Financial Technology.

What is David Stefanick, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 919 for David Stefanick, Cfa at Bridgeport Financial Technology.

Where is David Stefanick, Cfa based?

David Stefanick, Cfa is based in Atlanta, Georgia, United States while working with Bridgeport Financial Technology.

What companies has David Stefanick, Cfa worked for?

David Stefanick, Cfa has worked for Bridgeport Financial Technology.

Who are David Stefanick, Cfa's colleagues at Bridgeport Financial Technology?

David Stefanick, Cfa's colleagues at Bridgeport Financial Technology include Cassidy Tibbitts, Marcus Steele, Vanessa Andre, Ernesto De La Fe, and Lisa Lee.

How can I contact David Stefanick, Cfa?

You can use AeroLeads to view verified contact signals for David Stefanick, Cfa at Bridgeport Financial Technology, including work email, phone, and LinkedIn data when available.

What schools did David Stefanick, Cfa attend?

David Stefanick, Cfa holds Bachelor Of Arts (Ba), Exercise And Sport Science from University Of North Carolina At Chapel Hill.

What skills is David Stefanick, Cfa known for?

David Stefanick, Cfa is listed with skills including Leadership, Financial Modeling, Equity Research Analysis, Investments, Investment Management, Equities, Financial Market Research, and Sales Operations.

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