About
Dave has more than 30 years of experience in asset valuation, portfolio management, financial analysis and planning, and acquisitions. As a financial advisor at Wealth Enhancement, Dave focuses on financial planning and portfolio management for individuals, trust funds, retirement plans, non-profits, and small businesses.
Dave is a member of the CFA Institute and the CFA Society of South Carolina. He is a past president of the Greenville Breakfast Rotary Club.
Education
- MBA - Finance, University of New Orleans
- BS - Accounting, State University of New York at Oswego
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