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David Webb's contacts

Position:Director, Wealth Advisor at Sequoia Financial Group
Experience:26 years
Location:Minneapolis, Minnesota, United States

How to contact David Webb

Found email addresses for David Webb:
d***@hotmail.com,
w***@thejohnston.group,
d***@gmail.com,
w***@jnba.com
Found phone numbers for David Webb:
+1-623-***-**21,
+1-520-***-**05
Found social network links for David Webb:
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Work Experience

Director, Wealth Advisor at Sequoia Financial Group

Apr 2025 - Current

Integrated Wealth Advisor at Carlson Capital Management

Aug 2023 - Apr 2025

Director of Investment Management at JNBA® Financial Advisors

Apr 2019 - Apr 2023

Chief Investment Officer at The Johnston Group

Feb 2017 - Mar 2019

Portfolio Manager at Wells Fargo Private Bank

Feb 2011 - Dec 2016

Co-Portfolio Manager at Wade Financial Group

Oct 2009 - Aug 2010

Senior Research Analyst at Riverbridge Partners

May 2004 - May 2009

Equity Research Analyst at Baird

Jan 2000 - Jul 2003

David Webb started working in 2000, then the employee has changed 7 companies and 7 jobs. On average, David Webb works for one company for 3 years.

Education

MBA at UMN Carlson School of Management

Certificate in Financial Planning at University of St. Thomas - Opus College of Business

BBA at Wisconsin School of Business

University of Wisconsin-Madison

Current Company Information Sequoia Financial Group

Name: Sequoia Financial Group

Speciality: Financial Planning, Asset Management, Estate and Insurance Planning, Family Office Services, Trustee Support Services, Retirement Planning, Special Needs Financial Planning

Location: Akron, OH, United States

Employees: 200-500

HQ Phone: (330) 375-9480

Email: info@sequoia-financial.com

Description: Sequoia Financial Group takes a client-centered approach to provide comprehensive financial planning and wealth management services, including asset management, estate and retireme...

Frequently Asked Questions

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

David Webb's minimum period of employment in various companies is 10 months.

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

On average, David Webb works for one company for 3 years 3 months

What industries has David Webb worked in?

David Webb works in the Financial Services. Previously, David Webb worked in the Professional Training & Coaching.

What positions has David Webb held before?

Previously, David Webb worked as a Integrated Wealth Advisor, and Director of Investment Management, and Chief Investment Officer, and Portfolio Manager, and Co-Portfolio Manager.

How do I contact David Webb?

David Webb's email address is d*****w@sequoia-financial.com, phone number is +1-205-***-**05. Sign up to get contact details.

Who is the President & CEO of the Sequoia Financial Group?

The President & CEO of the Sequoia Financial Group is Thomas Haught

Who are David Webb's peers at other companies?

David Webb's peers at other companies are Mawyer Marci and John Tinnemeyer and Madison Blalock

David Webb Namesakes

Name
Company
Position
D
Savannah River Mission Completion
Radiation control inspector
D
Curriculum & Quality Controller
D
Detailing Manager

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Other employees at Sequoia Financial Group

Name
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Position
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Business Operations Coordinator
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