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David Mallory

David Mallory

Financial Analyst, Professional Co-op

Followers of David Mallory172 followers
location of David MalloryRaleigh, North Carolina, United States

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  • Timeline

  • About me

    Principal Review Officer, Vice President at First Citizens Investor Services

  • Education

    • North Carolina State University

      1998 - 2002
      Bachelors Finance

  • Experience

    • IBM

      May 2001 - Dec 2001
      Financial Analyst, Professional Co-op

    • Sound Financial Management, Inc.

      Jan 2002 - Mar 2003
      Financial Planning Assistant

    • First Citizens Investor Services

      Mar 2003 - now

      • Principal Review Officer, VP

        Feb 2012 - now

      • Platform Sales Coach/Trainer, VP

        May 2008 - Feb 2012

      • Platform Sales Operations Manager, AVP

        May 2005 - May 2008

      • Registered Client Services Assistant

        Mar 2003 - May 2005

  • Licenses & Certifications

    • Series 66

      FINRA

    • CRPC®

      College for Financial Planning

    • Series 14

      FINRA

    • CMFC®

      College for Financial Planning

    • NC Medicare Supplement Long-Term Care Agent

      North Carolina Department of Insurance

    • Series 53

      FINRA

    • Series 24

      FINRA

    • Series 7

      FINRA

    • NC Life Accident and Health

      North Carolina Department of Insurance