Dave Lynch
Senior Portfolio Manager at Creative Planning | New York, New York, United States
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Senior Portfolio Manager at Creative Planning in April 2022 to Present
Investment Strategist at Truist Wealth in June 2018 to April 2022
Associate - Portfolio Analysis Group at J.P. Morgan in June 2014 to June 2018
Client Service Associate at J.P. Morgan in August 2011 to June 2014
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University of Delaware - Lerner College of Business and Economics, Bachelor of Science (BS)
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Financial Services
Financial Analysis
Portfolio Management
Strategic Planning
Financial Advisory
Financial Reporting
Equities
Asset Management
Finance
Asset Allocation
Banking
Risk Management
Data Analysis
Investments
Investment Banking
Options
Investment Strategies
Securities
Capital Markets
Microsoft Office
Microsoft Excel
Microsoft Word
Bloomberg Terminal
Customer Service
Leadership
Wealth Management Services
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Discover more about Creative PlanningWhat is Dave Lynch email address?
Email Dave Lynch at [email protected] and [email protected]. This email is the most updated Dave Lynch's email found in 2026.
What is Dave Lynch phone number?
Dave Lynch phone number is 732-406-3154.
How to contact Dave Lynch?
To contact Dave Lynch send an email to [email protected] or [email protected]. If you want to call Dave Lynch try calling on 732-406-3154.
What company does Dave Lynch work for?
Dave Lynch works for Creative Planning
What is Dave Lynch's role at Creative Planning?
Dave Lynch is Senior Portfolio Manager
What industry does Dave Lynch work in?
Dave Lynch works in the Financial Services industry.
Dave Lynch Email Addresses
Dave Lynch Phone Numbers
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