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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 Securities America and previously with VALIC & LPL Financial. 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.