Dave Sherotski

Dave Sherotski is an experienced financial professional with a diverse background in investment oversight, operations management, and client relationship management. Since October 2023, Dave has served as an Investment Oversight Specialist at Glenmede. Prior to this role, Dave worked at TFG Wealth Management as an Operations Manager and Financial Analyst from January 2021 to September 2023, where responsibilities included client interactions, seminar hosting, and team leadership. Dave's experience also encompasses a position as Lead Client Manager at Princeton Wealth Advisors of Raymond James, where assistance was provided to top-producing advisors within a significant financial team, alongside leadership of new associates and interns. Earlier roles include Funds Analyst and Assistant Planner at Harvest Group Financial and Team Lead at Merrill Lynch, focusing on client account management and service excellence. Dave began a career in finance at TD Bank Group, serving as a Customer Service and Loan Representative. Dave holds a Bachelor's degree in Business Administration from Temple University, earned between 2001 and 2007.