David L Catron

Client Portfolio Manager And Wealth Advisor

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Location:

9207 Warriors Creek Dr, San Antonio, TX 78230

Industry:

Investment Management

Work:

Frontier Investment Management Co.
Client Portfolio Manager and Wealth Advisor
Usaa Nov 2009 - Aug 2017
Wealth Advisor at Usaa
Next Financial Oct 2007 - Oct 2009
Registered Representative

Education:

Creighton University's Heider College of Business 2019
Master of Business Administration, Masters Creighton University 2013 - 2016
Master of Business Administration, Masters, Management Creighton University's Heider College of Business 2013 - 2016
Masters, Management Cal State University Dec 2009
Bachelors, Bachelor of Arts California State University, Long Beach 2001 - 2003
Bachelors, Bachelor of Arts, Communication Studies Creighton University's Heider College of Business 1988 - 1990
Masters

Skills:

Compare
Series 63
.Net
High Net Worth
Consulting
Accounting
Obtain
Fixed Annuities
Quarter
Level 2
Fixed Income
Bonds
Strategist
Portfolio
Retirement Planning
Valuation
Sales
Portfolio Management
Iras
Capital Markets
Investments
Communication
Health License
Finance
Institutional Investments
Asset Allocation
Investment Advisory
Morningstar
Financial Services
Equities
Wealth Management
Life Insurance
Mutual Funds
Client Accounts
Uniform Combined State Law
Finra
High Net Worth Individuals
Investment Strategies
Asset Management
Product Management
Financial Analysis
Wealth
Uniform Combined State
Real Estate Transactions
Private Equity
Personal Finance
Investment Portfolios
Cws
Series 65
Designations
Series 7
Securities
Investment Management
Chartered Financial Analyst

Certifications:

Chartered Financial Analyst
Cfa Institute
Passed Cfa Level 2 2015

David Catron

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David Catron

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David Catron

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David Catron

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David Catron

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David Catron

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David Catron

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