David P. Bjorndal

David P. Bjorndal

Estratega de mercado en
City National Rochdale LLC
.
Finance
Consumer Services

Perfil

Mr. David P.
Bjorndal, CFA, is a Senior Investment Strategist at RBC Rochdale LLC.
He joined the firm in 2018 and has over 20 years of experience in the investment management industry.
Based in Irvine, he is responsible for working with the Bank’s Private Banking team to lead and facilitate the RBC Rochdale investment business development efforts for high-net-worth private clients and institutions in Orange County and San Diego.
Prior to joining the firm, Mr. Bjorndal was most recently employed at McDonnell Investment Management as their Northeast Divisional Director and Client Portfolio Manager.
He was responsible for consulting with financial advisors, as well as high-net-worth and institutional clients, on portfolio strategy, building and maintaining many long term investment advisory relationships.
Previously, he was an Internal Investment Consultant at Phoenix Investment Partners where he was responsible for helping develop diversified multi-asset investment solutions for financial consultants and their clients.
He started his career at American Express Financial Advisors where he helped private clients plan for and achieve their financial goals.
He earned a BSBA from the Lerner School of Business and Economics at the University of Delaware with a double major in Finance and Marketing, and a minor in Economics.
He holds the Chartered Financial Analyst designation and the Certified Private Wealth Advisor designation.
He is also a Certified Investment Management Analyst and Certified Exit Planning Advisor.

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Estratega de mercado 01/10/2018

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Corporate Officer/Principal -
American Express Financial Advisors, Inc.
Corporate Officer/Principal 31/12/1999
Ventas & Marketing -
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Finance

American Express Financial Advisors, Inc.

Finance

Consumer Services

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