David Pearlman

Financial Adviosr/Investment Advisor Representative at Jaffe Tilchin Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Skills

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Bio

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Experience

  • Jaffe Tilchin Wealth Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Financial Adviosr/Investment Advisor Representative
      • Jun 2019 - Present

      Tampa/St. Petersburg, Florida Area After 5 great years at Wells Fargo Advisors, I am thrilled to be joining the local firm of Jaffe Tilchin Wealth Management!

    • Financial Advisor
      • Jun 2019 - Present

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jan 2015 - May 2019

      Financial Advisor working primarily with individual wealth management, 401k Rollovers, Company retirement plans and Family Retirement and Legacy Planning. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Nov 2011 - Jan 2015

      Financial Advisor working primarily with individual wealth management, 401 Rollovers, Company retirement plans and Family Retirement and Legacy Planning.

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jan 2010 - Nov 2011

      Financial Advisor working primarily with individual wealth management, 401 Rollovers, Company retirement plans and Family Retirement and Legacy Planning.

  • Florida Capital Bank
    • United States
    • Banking
    • 100 - 200 Employee
    • Vice President
      • Oct 2005 - Jul 2009

      Loan Officer, Commercial lender, relationship manager

  • Mercantile Bank
    • Financial Services
    • 200 - 300 Employee
    • VP Commercial Lending
      • Feb 2003 - Oct 2005

      Relationship Manager, Commercial Loan Officer

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP
      • May 2000 - Feb 2003

      Market Manager for de Noveau Wachovia offices in Tampa. Based in the Carrollwood Market.

  • CIBC National Bank
    • VP
      • Aug 1999 - May 2000

      Area Sales Manager for Canadian bank looking to start up operations in the Florida US market. Primary responsibilites was to hire sales staff, provide knowledge and instruction on Florida banking market, manager 10 locations in the Central section of Florida once operations began.

  • IronStone Bank
    • United States
    • Banking
    • 100 - 200 Employee
    • VP
      • Apr 1997 - Aug 1999

      Began as assistant manager in in-Store banking centers, left as VP and Sales Manager for 11 total in-Store banking centers in the Northern corridor of Atlanta.

  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • AVP
      • Oct 1993 - Apr 1997

      Started as a drive in teller and worked my way through the retail system ultimately leaving as a branch manager.

Education

  • Indiana University Bloomington
    B.A., Psychology, Jewish Studies
    1989 - 1993
  • The Mcallie School
    1982 - 1989

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