David Fowler

Investment Banking Analyst at Berkery, Noyes & Co., LLC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Languages
  • English Native or bilingual proficiency
  • Russian Limited working proficiency
  • Spanish Limited working proficiency
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Datamaran Executive Training
    Datamaran
    Sep, 2021
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Jul, 2021
    - Nov, 2024
  • Envestnet Institute On Campus Wealth Management Certificate
    Envestnet, Inc
    Nov, 2019
    - Nov, 2024

Experience

  • Berkery, Noyes & Co., LLC
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Investment Banking Analyst
      • Jul 2023 - Present

    • Investment Banking Intern
      • Oct 2021 - Jul 2023

  • HighPath Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Equity Research Intern
      • Jun 2021 - Oct 2021

      • Conducted fundamental research on industry dynamics, specific securities, and macro-economy while assisting with portfolio construction • Developed marketing materials for clients related to markets, policy, and their customized portfolios • Managed internship program of three interns, directing workflow and overseeing projects • Conducted fundamental research on industry dynamics, specific securities, and macro-economy while assisting with portfolio construction • Developed marketing materials for clients related to markets, policy, and their customized portfolios • Managed internship program of three interns, directing workflow and overseeing projects

  • Equitable
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Intern
      • Oct 2019 - Jun 2021

      • Drove marketing strategy and outreach effort through targeted search utilizing social media • Designed and maintained master databases of client prospects as well as industry data • Assisted advisors in presentation preparation, CRM database administration, and other process management duties • Drove marketing strategy and outreach effort through targeted search utilizing social media • Designed and maintained master databases of client prospects as well as industry data • Assisted advisors in presentation preparation, CRM database administration, and other process management duties

Education

  • Fordham Gabelli School of Business
    Bachelor of Science - Finance, Summa Cum Laude
    2019 - 2023

Community

You need to have a working account to view this content. Click here to join now