Meet Our Team
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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