David Van Osdol
CFA Charterholder & Certified Financial Planner®
Accomplished financial professional with 20+ years of experience in wealth management and portfolio advisory services, distinguished by entrepreneurial spirit and proven ability to build exceptional client relationships.
Professional Summary
Accomplished financial professional with 20+ years of experience in wealth management and portfolio advisory services. CFA Charterholder and Certified Financial Planner with proven ability to build and manage high-net-worth client relationships, demonstrated by consistent top-tier performance and award recognition. Distinguished by entrepreneurial spirit and growth mindset, having successfully founded a technology startup in between excellence in traditional wealth management roles. Combines deep financial expertise with innovative technology solutions to deliver comprehensive, client-focused advisory services.
Professional Experience
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Core Competencies
This section outlines the core competencies I've developed throughout my career. These skills are grouped into key areas of expertise, from client advisory and business strategy to technical and analytical capabilities. They represent the foundation upon which I build effective financial solutions and client relationships.
Education, Certifications, and Personal
A strong educational foundation and a commitment to continuous learning are cornerstones of my professional practice. This section details my academic background and the key industry certifications I hold, which validate my expertise and dedication to the highest standards of the financial profession.