Vice President - Advice & Research, Wells Fargo Advisors
David has been with Wells Fargo since 2012 following his studies in finance. He has worked in analytics, portfolio analysis, and corporate finance capacities since the start of his professional career and is currently pursuing his CFA charter. He leads strategic initiatives for the Advice & Research group of Wells Fargo Advisors (the retail brokerage arm of Wells Fargo). He uses Tableau to create dashboards and analytics projects for business leaders, internal partners and also investment management whitepapers for clients. He has been using Tableau for 5 years and this is his third Tableau Conference.