David Ruben

David Ruben

Managing Director, Private Wealth Advisor

Followers of David Ruben821 followers
location of David RubenPalm Beach Gardens, Florida, United States

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  • Timeline

  • About me

    Managing Director, Private Advisor

  • Education

    • American University

      1978 - 1982
      Bachelor's Degree
  • Experience

    • Rockefeller Capital Management

      May 2022 - now
      Managing Director, Private Wealth Advisor
  • Licenses & Certifications

    • Certified Plan Fiduciary Advisor

      NAPA National Association of Plan Advisors
      Nov 2018
    • Retirement Accredited Financial Advisor

      Merrill Lynch Internal
      Jun 2017
    • Personal Investment Advisor

      Merrill Lynch Internal
      Feb 2014
    • Chartered Retirement Planning Counselor

      College For Financial Planning
      Jun 1998