David Beldon

Advisory Product Manager

David Beldon is a qualified expert, that works in Wells Fargo Advisors main office of which is in 104. as a Advisory Product Manager from 2018. This expert gained professional experience in more than eight positions at different companies. David Beldon went to the Oklahoma Baptist University and was studying there from 1997 to 2002. This person has such qualifications as Certified Public Accountant, Chartered Financial Analyst, and Chartered Alternative Investment Analyst. Saint Louis, Missouri is the city, where this expert was known to be settled. This expert's email address and phone can be easily accessed through this website by request.
Name variants:
Daved Beldon, Dayvid Beldon, Dave Beldon, Davey Beldon, Davie Beldon, Davy Beldon

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Contact Information

Last Update
Jul 7, 2022
Email
da**@gmail.com
Location
Saint Louis, MO

Workplace

Wells Fargo Advisors
Advisory Product Manager

Saint Louis, MO

Industry

Financial Services

Work History

Advisory Product Manager

1 north Jefferson Ave St, Louis, MO
from Aug 2018

Investment Consultant

New York, NY
Jan 1, 2011 — Aug 2018

Associate Consultant

Mercer acquired Hammond Associates in January 2011. See above description for responsibilities.
May 2005 — Dec 2010

Tax Hotline

12555 Manchester Rd St, Louis, MO
Communicated investment-related tax law and procedures in a manner appropriate for clients varying in age and educational background.
Jan 2005 — Apr 2005

Staff Accountant

Missouri
Completed financial audits of two small cities and worked on audits of other governmental entities. Prepared over 30 business and individual tax returns. Successfully appropriated a 30-ye...
Apr 2004 — Nov 2004

Staff Accountant

Performed audits of real estate companies. Prepared over 25 tax returns for C-corps, S-corps, partnerships and individuals. Drafted financial statements.
Dec 2003 — Mar 2004

Staff Accountant

2500 9Th St northwest, Albuquerque, NM 87102
Audited, reviewed, and drafted financial statements on various governmental and nonprofit entities. Communicated and helped resolve problems with clients.
Oct 2002 — Jan 2003

Support Staff

Fbi
Assisted Special Agents in both the search and collection of physical evidence. Other duties included file maintenance, data entry, and installing computer programs.
Jun 1996 — Aug 1996

Education

Occupations

Executive
Produce Manager
Accountant
Finance and Accounting Specialist
Counselor
Production Manager
Accounting Bookkeeper
Bookkeeper
Advisor

Skills

Excel
Asset Allocation
Financial Analysis
Accounting
Powerpoint
Microsoft Office
Investments
Finance
Research
Risk Management
Microsoft Excel
Hedge Funds
Auditing
Financial Planning
Strategic Planning

FAQs about David Beldon

What is the profession of David Beldon?

This professional's job is Advisory Product Manager

What jobs is David Beldon proficient at at?

The expert is proficient at Executive and Produce Manager jobs.

Where does David Beldon currently live?

David lives in Saint Louis, Missouri.

What is the expert's email?

David Beldon's email is da**@gmail.com.

Where did David Beldon work?

This expert worked at Wells Fargo Advisors, Mercer.

Where has David Beldon studied?

David studied at the Oklahoma Baptist University from 1997 to 2002.

What are the certifications of David Beldon?

David received the following certifications: Certified Public Accountant, Chartered Financial Analyst, and Chartered Alternative Investment Analyst.

What is the industry that David Beldon is connected to?

This professional works in Financial Services industry.
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