David Bel
Client Portfolio Manager at Franklin Templeton | St Petersburg, Florida, United States
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Client Portfolio Manager at Franklin Templeton in October 2022 to Present
Client Engagement Manager at Franklin Templeton in July 2021 to September 2022
Manager - Technology Operations & Support at Franklin Templeton in October 2020 to June 2021
Senior Initiatives Consultant at Franklin Templeton in May 2019 to September 2020
Internal Sales Manager at Franklin Templeton in July 2006 to April 2019
Advisor Consultant at Franklin Templeton in October 2004 to June 2006
Investment Consultant at Charles Schwab in December 2003 to June 2004
Senior Registered Representative/Registered Representative at Charles Schwab in January 1998 to November 2003
Customer Service Representative at Charles Schwab in August 1997 to December 1997
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University of Tampa - John H. Sykes College of Business, MBA, January 2008 to January 2010
Michigan State University, Bachelor of Arts, January 1993 to January 1997
The Wharton School, IMCA Certified Investment Management Analyst Program, January 2017
College for Financial Planning, CFP Certified Professional Education Program, January 2000 to January 2001
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Series 7
Series 63
Series 24
Project Management
Business Development
Mutual Funds
Asset Allocation
Retirement Planning
Investments
Securities
Portfolio Management
Asset Managment
401k
Asset Management
Equities
FINRA
Bloomberg
Financial Advisory
Financial Analysis
Management
Fixed Annuities
Finance
Separately Managed Accounts
Selling
Uniform Combined State Law
Financial Modeling
Sales Operations
Trading
Financial Services
Sales
Investment Strategies
Strategic Financial Planning
Retirement
Fixed Income
Relationship Management
Series 6
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Discover more about Franklin TempletonWhat is David Bel email address?
Email David Bel at [email protected] and [email protected]. This email is the most updated David Bel's email found in 2026.
How to contact David Bel?
To contact David Bel send an email to [email protected] or [email protected].
What company does David Bel work for?
David Bel works for Franklin Templeton
What is David Bel's role at Franklin Templeton?
David Bel is Client Portfolio Manager
What is David Bel's Phone Number?
David Bel's phone (305) ***-*100
David Bel Email Addresses
David Bel Phone Numbers
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