Meet Our Team

David Whittaker

David Whittaker

Operations and Client Services Associate

 David recently joined CWP in 2022 as an Operations and Client Services Associate.  His role includes servicing clients and acting as a liaison between financial advisors and the CWP internal sales team.  He truly enjoys helping clients and has been a valuable asset to the Operations team.  Previously, he had a retail background and earned a Bachelor’s degree in Business Management from Florida Gulf Coast University.  When not at work, David enjoys playing in a men’s soccer league and staying active with his two dogs.

 

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