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David Rotatori's
email & phone

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Current Position:

Co-Founder at Beacon Capital Advisory Group

Experience:

20 years

Location:

Charlotte, North Carolina

How to contact David Rotatori

Last updated:2025-04-30
emailr************d@beaconcag.com
phone+1-***-***-9697
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Analytics

According to LinkedIn David Rotatori started working on 2005, then the employee has changed 3 companies and 2 jobs. On average, David Rotatori works for one company for 4 years 2 months. David Rotatori has been working as a Co-Founder for Beacon Capital Advisory Group for 304 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Co-Founder at Beacon Capital Advisory Group

Oct 2024 - Current

Certified Financial Planner® and Certified Investment Management Analyst at Beacon Capital Advisory Group

Nov 2020 - Current

Certified Financial Planner® and Certified Investment Management Analyst at Blackbridge Financial

Dec 2017 - Nov 2020

Certified Financial Planner® and Certified Investment Management Analyst at Cornerstone Wealth Group, LLC

Jul 2006 - Nov 2017

Internal Sales at Morgan Stanley

Jan 2005 - Jan 2006

Education

Certified Investment Management Analyst at University of Pennsylvania - The Wharton School

Certified Financial Planner at Queens University of Charlotte

Bachelors at Emory University - Goizueta Business School

Current Company Information Beacon Capital Advisory Group

Name: Beacon Capital Advisory Group

Location: Charlotte, North Carolina, United States

Employees: 1-10

Description: We provide financial planning and investment management for individuals and businesses. Beacon Capital Advisory Group is a registered investment adviser. This platform is solely f...

Frequently Asked Questions

How long has David Rotatori been working as a Co-Founder?

David Rotatori's total experience in various companies as a Co-Founder 10 months.

What is David Rotatori's minimum period of employment in the companies?

David Rotatori's minimum period of employment in various companies is 1 year.

What is David Rotatori's average duration of employment for different companies?

On average, David Rotatori works for one company for 5 years 1 month

What industries has David Rotatori worked in?

David Rotatori works in the Financial Services.

What positions has David Rotatori held before?

Previously, David Rotatori worked as a Certified Financial Planner® and Certified Investment Management Analyst, and Internal Sales.

How do I contact David Rotatori?

David Rotatori's email address is r************d@beaconcag.com, phone number is +1-***-***-9697. Sign up to get contact details.

Who is the President/CEO/Director of the Beacon Capital Advisory Group?

The President/CEO/Director of the Beacon Capital Advisory Group is Ashley Shehata

Who are David Rotatori's peers at other companies?

David Rotatori's peers at other companies are matthew mannai and Made Bisama Widura and Ahmet Guldogan
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