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David Grillo

332 followers

New York, New York, United States

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Timeline
About me
Northeast Regional Manager at Gray Surety
Education
- Montclair Kimberley Academy
  2008 - 2012
  Prep School
- College of the Holy Cross
  2012 - 2016
  BA
- Russian University of Humanities
  2014 - 2014
  SA, Foreign Exchange
Experience
- Merrill Lynch
  Aug 2016 - May 2019
  - Financial Advisor - Select Portfolios
    Feb 2018 - May 2019
  - Financial Advisor - Retail Brokerage
    Aug 2016 - Feb 2018
- Zurich North America
  May 2019 - May 2023
  - AVP, Underwriting Officer - Contract Surety Credit, Middle Market
    Oct 2022 - May 2023
  - Underwriter - Contract Surety Credit, Middle Market
    Oct 2020 - Oct 2022
  - Underwriter - Contract Surety Credit, Middle Market
    May 2019 - Oct 2020
- Gray Surety
  May 2023 - now
  Northeast Regional Manager - Contract Surety Credit
Licenses & Certifications
- Series 66 - Uniform Combined State Law Examination
  FINRA
  Nov 2016
- Series 7 - General Securities Representative Examination
  FINRA
  Oct 2016
- AFSB - Associate in Fidelity and Surety Bonding
  The Institutes
  Jun 2020
Volunteer Experience
- Chair, Class of 2016
  Issued by College of the Holy Cross on Jun 2019
  Associated with David Grillo

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