David Patafio

David Patafio, CFA has a diverse work experience in the finance industry. David started their career as an Equity Trader at Trillium Trading, LLC in 2010. After that, they worked as a Senior Analyst at Ipreo from 2012 to 2013. In 2013, they joined AB Bernstein as Vice President/Director, Institutional Equity Sales.

David Patafio, CFA, obtained a Bachelor of Science (BS) degree in Finance from the Alfred Lerner College of Business & Economics at the University of Delaware. David completed their undergraduate studies from 2006 to 2010, with minors in Economics and International Business.

In terms of additional certifications, David Patafio acquired the Series 63 certification from the NASAA in November 2014. David also obtained the Series 7 certification from the Financial Industry Regulatory Authority (FINRA) during the same period. Lastly, they hold the Chartered Financial Analyst (CFA) designation from the CFA Institute, although the specific month and year of obtaining this certification are not provided.