David Burgess

David Burgess has extensive experience in financial services, currently serving as a Sr. Ops Manager at Wealthfront since September 2016, where responsibilities include overseeing account processes, daily reconciliations, and compliance with tax regulations. Prior to Wealthfront, David worked at E*TRADE in various roles including Branch Operations Manager, overseeing branch operations and coaching financial consultants, and as a Financial Consultant, focused on building relationships with high net worth clients. Additional experience includes positions at Merrill Lynch as a Financial Advisor, at Bank of America as a Senior Personal Banker and Personal Banker, at Ameriprise Financial Services as a Financial Advisor, and at Nordstrom as an Assistant Manager and Sales Associate. David holds a Business Management degree from National University and a high school diploma from Lynbrook High School.