David Brian Locker

Financial Advisor

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Location:

8700 Bell Grove Way, Raleigh, NC 27615

Industry:

Financial Services

Work:

National Financial Legacy Group
Financial Advisor
Bankers Life Jan 2005 - Aug 2008
Agent
Smt Mar 2001 - Jun 2004
Vice President - General Manager
Martin Marietta Magnesium Specialties Jun 1997 - May 2000
President
Lafargeholcim Jun 1996 - May 1997
Vice President - Sales and Business Development

Education:

Carnegie Mellon University - Tepper School of Business 1985 - 1987
Master of Business Administration, Masters Virginia Tech 1979 - 1984

Skills:

Strategic Financial Planning
Financial Analysis
Retirement Planning
Finance
Leadership
Insurance
Strategic Planning
Risk Management
Investments
Process Improvement
Strategy
Forecasting
Business Development
Sales Management
Team Building
New Business Development
Contract Negotiation
Customer Service
Management Consulting
Business Planning
Negotiation
Budgets
Business Strategy
Analysis
Financial Planning
Mergers and Acquisitions
Managerial Finance
Life Insurance
Team Leadership
Change Management
Mergers
Financial Reporting
Employee Benefits
Coaching
Sales
Underwriting
Financial Modeling
Start Ups

Languages:

English

David Locker

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David Locker

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David Locker

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Location:

United States

David Locker

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David Locker

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Recent Graduate

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Location:

Greater New York City Area

Industry:

Financial Services

Work:

Signet Research, Inc - Cliffside Park, NJ Sep 2007 - May 2012
Advertising Market Researcher
Golden Corporation - New York, NY Apr 2006 - Aug 2011
Manager/Bookkeeper Assistant
The University of Sydney Prospect Development Office - Sydney, Australia Feb 2011 - May 2011
Business Analyst Intern
Federated Mortgage Company of America - Edgewater, NJ Jun 2007 - Aug 2007
Loan Officer Assistant

Education:

Indiana University - Kelley School of Business 2008 - 2012
Bachelors, Finance and International Business The University of Sydney 2011 - 2011
Study Abroad and Exchange, Business Fort Lee High School 2004 - 2008
National Academy Foundation - Academy of Finance Member of the 2008 National Academy of Finance

Skills:

PowerPoint
Research
MIS
Excel
Word
Microsoft Excel
Project Management
Business Analysis
Leadership
Payroll
Communication
Hebrew
Spanish
Client Billing
Invoice Processing
Scheduling Management
Operations Management

Interests:

World Travel, Capital Markets, Investing, Portfolio Management, Real Estate