1187 Troy Schenectady Road, Latham, NY 12110
Get to know Dave.
Dave is Sunmark Wealth Management’s Program Coordinator, supporting the investment department and advisors. He comes to Sunmark Wealth Management with extensive experience in account management, sales support, and procurement. He holds a B.S. in Marketing Management from the Martin J. Whitman School of Management at Syracuse University..
What is the most inspiring part of your job?
I enjoy being able to support those who have a direct impact on someone’s future. Knowing that we are part of the reason they may reach their financial goals is a rewarding feeling.
Finish this sentence: “On a typical weekend, you can usually find me…”
Spending time with my family and dog. I am also an avid skier and woodworker - I try to take part in those activities as much as possible..
What is one quote you live by?
"If you always do what you always did, you will always get what you always got.”
What was your proudest moment?
Becoming a father.
How would colleagues describe you?
Organized, reliable, and helpful.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer(member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sunmark Credit Union and Sunmark Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sunmark Wealth Management, and may also be employees of Sunmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sunmark Credit Union or Sunmark Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Sunmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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"I go the extra mile for our clients and make sure they are taken care of to the best of my ability."