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David Haddad, Mba

Vice President - Financial Consultant at Charles Schwab
Intro Book
Experienced financial professional with MBA and J.D., delivering wealth management and financial planning services.
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Location
Washington DC-Baltimore Area, US
Skills
  • Series 7
  • Series 66
  • Wealth Management
  • Retirement Planning
  • Investments
  • Show all
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Bio

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Topline AI
David Haddad is a seasoned financial professional with over 20 years of experience in wealth management, investments, and financial planning. He holds an MBA from American University and a Juris Doctor (J.D.) from the University of Pittsburgh School of Law. Haddad has worked with top firms such as Charles Schwab, Merrill Lynch, and Citigroup Smith Barney, and has received prestigious awards for his excellence in action and circle of excellence.

Credentials

  • Series 66
    Financial Industry Regulatory Authority (FINRA)
  • Series 7
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Charles Schwab
    • Washington D.C. Metro Area
    • Vice President - Financial Consultant
      • 2016 - Present
      • Washington D.C. Metro Area
  • Charles Schwab
    • Washington D.C. Metro Area
    • Associate Financial Consultant
      • 2013 - 2015
      • Washington D.C. Metro Area

      Excellence in Action - Regional Winner - 2014Circle of Excellence - 2013 & 2014

  • Merrill Lynch
    • Washington D.C. Metro Area
    • Financial Consultant
      • 2012 - 2013
      • Washington D.C. Metro Area
  • Merrill Lynch
    • Greater Pittsburgh Area
    • Financial Consultant
      • 2003 - 2005
      • Greater Pittsburgh Area
  • Citigroup Smith Barney
    • Greater Pittsburgh Area
    • Financial Consultant
      • 2001 - 2003
      • Greater Pittsburgh Area
  • Susquehanna International Group, LLP (SIG)
    • Greater Chicago Area
    • Junior Equity Trader
      • 1997 - 1998
      • Greater Chicago Area
  • Harlow Meyer Savage
    • Greater New York City Area
    • Institutional Foreign Exchange Broker
      • 1990 - 1992
      • Greater New York City Area

Education

  • 1993 - 1996
    University of Pittsburgh School of Law
  • American University
  • Franklin & Marshall College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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