David Polevoy's Email & Phone Number
CERTIFIED FINANCIAL PLANNER / TD AMERITRADE INSTITUTIONAL CUSTODIAN / INVESTMENTS/ PENSIONS/ INSURANCE / (212)729-9244
David Polevoy's Email Addresses
David Polevoy's Work Experience
TD Ameritrade Institutional Custodian
Managing Member
December 2013 to Present
TD Ameritrade Institutional Custodian
Member
December 2013 to Present
TD Ameritrade Institutional - Beekman Financial Planning LLC
Managing Member
November 2012 to Present
Metro Financial Planning
Registered Principal - Branch Manager
August 2003 to November 2009
Wachovia Securities Financial Network
Branch Manager, Midtown East
December 2001 to August 2003
Polevoy Financial & Tax Management
Proprietor
October 1993 to May 1998
Capital Program Management, MTA
Project Management
July 1990 to September 1993
Beekman Financial Planning LLC
Managing Member - TD Ameritrade Institutional
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David Polevoy's Education
University of Pittsburgh
Hillel Academy of Pittsburgh
Taylor Allderdice H. S.
College for Financial Planning
January 1995 to January 1997
Baruch College, City University of New York (CUNY)
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About David Polevoy's Current Company
TD Ameritrade Institutional - Beekman Financial Planning LLC
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Frequently Asked Questions about David Polevoy
What company does David Polevoy work for?
David Polevoy works for TD Ameritrade Institutional - Beekman Financial Planning LLC
What is David Polevoy's role at TD Ameritrade Institutional - Beekman Financial Planning LLC?
David Polevoy is Managing Member
What is David Polevoy's personal email address?
David Polevoy's personal email address is da****[email protected]
What is David Polevoy's business email address?
David Polevoy's business email address is david.polevoy@***.***
What is David Polevoy's Phone Number?
David Polevoy's phone (212) ***-*366
What industry does David Polevoy work in?
David Polevoy works in the Investment Management industry.
About David Polevoy
📖 Summary
Managing Member @ TD Ameritrade Institutional Custodian From December 2013 to Present Member @ TD Ameritrade Institutional Custodian From December 2013 to Present Managing Member @ TD Ameritrade Institutional - Beekman Financial Planning LLC From November 2012 to Present Registered Principal - Branch Manager @ Metro Financial Planning From August 2003 to November 2009 Branch Manager, Midtown East @ Wachovia Securities Financial Network From December 2001 to August 2003 Financial Advisor @ Prudential Securities From July 1998 to December 2001 Proprietor @ Polevoy Financial & Tax Management From October 1993 to May 1998 Project Management @ Capital Program Management, MTA From July 1990 to September 1993 Managing Member - TD Ameritrade Institutional @ Beekman Financial Planning LLC
David Polevoy’s Personal Email Address, Business Email, and Phone Number
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David Polevoy's Ranking
Ranked #456 out of 9,125 for Managing Member in New York
David Polevoy's Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
David Polevoy's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 94% chance that David Polevoy is seeking for new opportunities
David Polevoy's Social Media Links
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