Dave is originally from New York City and has an MBA from St. John’s University. Over his 27-year career in financial services, he has worked in various roles at Charles Schwab and CNA Financial. He has a passion for personal finance and customer service.
In 2022, he joined Compass Investment Advisors, LLC as a Client Relationship Specialist, where he assists clients and advisors with their accounts.
Dave enjoys following the New York sports teams, spending time at the beach, and reading. He recently moved to Selbyville Delaware with his wife, Sue.