David Oceguera

David Oceguera, CFA, is currently the Vice President at The KeyState Companies, specializing in asset management, asset allocation, and capital markets. With over six years of experience in portfolio management, David has developed expertise in financial markets, risk assessment, and performance evaluation. They previously held positions at Wells Fargo as an Investment Portfolio Manager II and at Chase as a Bank Teller, where they excelled in customer education and sales performance. David earned a Bachelor’s Degree in Finance and Financial Management Services from California State University-Long Beach.