David Maldonado, CFP®, CLU®, ChFC®, CSRIC™, currently serves as a Vice President and Senior Wealth Strategist at UBS Financial Services, a position held since 2009. Previously, David worked as a Vice President and Wealth Advisor at Morgan Stanley from 1999 to 2009, and as a Junior Underwriter at Chubb Insurance from 1997 to 1999. David graduated Magna Cum Laude with a BBA in Finance and Investments from Baruch College, having previously attended Stuyvesant High School, where they focused on Mathematics and Science.
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