David Krauss

David Krauss has an extensive work experience history. David began their career as a Private Wealth Management Intern at UBS in 2011 and continued as a Middle Markets Intern at the same company in 2012. Following their time at UBS, they worked as a Private Wealth Management Intern at Merrill Lynch before joining Bloomberg LP as a Fixed Income Analyst - Municipals in 2013. In 2015, David joined Bank of America Merrill Lynch as a Vice President Investment Banking (Healthcare). Currently, they hold the position of Vice President of Business Development at Bernhard, starting in 2021.

David Krauss completed their Bachelor of Science (B.Sc.) degree in Finance from Vanderbilt University in the years 2009 to 2013. In 2012, they also spent a brief period at East China Normal University, focusing on Chinese Business and Language. In terms of additional certifications, David obtained the Series 7 - General Securities Representative, Series 63 - Uniform Securities Agent, and Series 52 - Licensed Municipal Securities Representative certifications from the Financial Industry Regulatory Authority (FINRA) in 2015. Additionally, they have successfully passed the CFA Level 1 examination, which is administered by the CFA Institute.