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David Davis

David Davis

Office Assistant

Dave has several years’ experience in client-support services for the financial advisory team, currently with LPL, and previously with VALIC. In addition, he has decades of experience in the administration and management of healthcare facilities throughout New York State. He currently provides a wide range of support services to the 435 Financial advisory team, and is instrumental in ensuring the delivery of superior service to clients. Dave holds a Master’s of Public Administration from the State University of New York at Brockport.