David Coles

Forbes Finance Council Member

David Coles serves as the President and Chief Compliance Officer at WMBC, where responsibilities include reviewing client accounts and ensuring compliance with regulations. Additionally, David holds the position of CEO and President at human wealth™ and is a member of the Forbes Finance Council, contributing articles on finance topics. Coles has prior experience as a clerical staff member at the Financial Management Network and has completed studies at the University of Phoenix and Brigham Young University.

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