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David brings broad financial knowledge and experience to his leadership role as Director of Operations
for the firm. He maintains his Series 7 and 66 registration through LPL Financial and is 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 oversea traders in US markets.
He spent several years traveling abroad completing ventures for other firms.
After years of living in New York City, David, his wife Katey and daughter Lucy now live in Chatham,
New Jersey.
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