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David Hillery profile image

David Hillery

Client Manager at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Envision Financial Systems</span>
Intro Book
Financial analyst and planner with 10+ years of experience delivering financial modeling, analysis, and planning services.
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Location
Baltimore, Maryland, United States, US
Skills
  • Financial Modeling
  • Financial Analysis
  • Business Analysis
  • Risk Management
  • Project Management
  • Show all
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Bio

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David Hillery is a seasoned financial professional with 10+ years of experience in financial analysis, planning, and management. He holds a Bachelor of Business Administration degree from The George Washington University and certifications as a Certified Financial Planner and Chartered Retirement Planning Counselor. Hillery has worked as a Financial Analyst and Client Manager, providing financial modeling, analysis, and planning services to clients. With expertise in risk management, project management, and business development, Hillery has a strong background in delivering comprehensive financial solutions. He is based in Baltimore, Maryland.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
    Certified Financial Planner Board of Standards
  • Chartered Retirement Planning Counselor (CRPC®)
    The College For Financial Planning

Experience

  • Envision Financial Systems
    • Client Manager
      • Nov 2012 - Jun 2013
  • Scarborough Capital Management
    • Financial Analyst/CERTIFIED FINANCIAL PLANNER™
      • Feb 2002 - Feb 2012

      • Responsible for all aspects of client financial analysis including collecting, organizing and interpreting client data, development and implementation of comprehensive financial plans, cost/benefit analysis, and multi-year retirement projections• Created and delivered presentations outlining r...

Education

  • 1997 - 2001
    The George Washington University

Suggested Services

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

Industry Focus. “Financial Services”

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