BIOGRAPHY
David graduated Cum Laude from UCSD with his BA in communications in 2021 and started in the financial services industry in 2022 at LPL Financial. While at LPL, he moved up from a front-line service professional to a team lead over a three-year period. While working as a team lead, David grew to love being able to develop and mentor his team members and has a passion for coaching. While at LPL, he passed both the SIE and Series 7 exams.
In his free time, he enjoys spending time outdoors with his friends, camping on weekends, hiking, or just going to the park. Otherwise, he tries to watch the Padres games during the summer or Ohio State Football on Saturdays during the fall.
