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David brings broad financial knowledge and experience to his leadership role as Director of Operations for the firm. He obtained his Series 7 and 63 licenses while still in college through LPL Financial and is now a Registered Principal for Precision Financial Services. Prior to working for the firm, he was a trader at Carlin Securities Group. Part of his responsibility included, training and supervising overseas traders in US markets. He spent several years traveling abroad completing ventures for other firms.
David resides with his wife, Katey and daughter, Lucy. He and Katey enjoy their free time at home in New Jersey.
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