David Wood, MBA - Email & Phone Number

Financial Advisor & Client Relationship Manager at Boston Harbor Wealth Advisors

David Wood, MBA is based out of Westborough, Massachusetts, United States and works at Boston Harbor Wealth Advisors as Financial Advisor & Client Relationship Manager.

David Wood, MBA's Contact Information

Latest update

May 20, 2024

Location

Westborough, Massachusetts, United States

David Wood, MBA's Work History

Financial Advisor & Client Relationship Manager

Boston Harbor Wealth Advisors

May 2022 - Present

Senior Edward Jones Regional Consultant

MFS Investment Management

Jan 2016 - May 2022

Regional Sales Representative

MFS Investment Management

Jun 2013 - Dec 2015

Inbound Sales Representative

MFS Investment Management

Oct 2012 - May 2013

Client Services Representative

MFS Investment Management

Sep 2010 - Sep 2012

David Wood, MBA's Education

Boston University

Master of Business Administration (MBA)

2015 - 2017

Providence College

Bachelor's degree

David Wood, MBA's Skills

Marketing

Investments

Customer Service

Sales

PowerPoint

Management

David's current employer

Boston Harbor Wealth Advisors

Description

At Boston Harbor Wealth Advisors, we focus on the things that matter most to you in life – your dreams, your hopes, your loved ones and y...

Website

bostonharborwealth.com

HQ Location

Westborough, Massachusetts, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 20, 2024

Read about Boston Harbor Wealth Advisors

Frequent questions about David Wood, MBA

What company is David Wood, MBA working for?

David Wood, MBA works for Boston Harbor Wealth Advisors.

What is David Wood, MBA's function at Boston Harbor Wealth Advisors?

David Wood, MBA is Financial Advisor & Client Relationship Manager at Boston Harbor Wealth Advisors.

Where is David Wood, MBA based?

David Wood, MBA is based out of Westborough, Massachusetts, United States.

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