David W.

David W. has extensive experience as a Managing Director at both Oberon Securities, LLC, where they have been working since 2018, and Harbinger Partners, LLC, where they started in 2008. At both companies, David W. demonstrated their entrepreneurial skills and successfully managed various responsibilities.

David W. attended Bentley University, where they obtained a Bachelor of Applied Science (B.A.Sc.) degree in Accounting. In addition to their degree, they have also obtained certifications including the CEPA® Certified Exit Planning Advisor from the Exit Planning Institute in April 2020. David has also pursued certifications in Series 63 and Series 79, but specific information regarding the completion dates or institutions from which they obtained these certifications is not provided.