Verified recordFinancial Services

David Batchelder

Senior Investment Officer at Sentinel Group

Based in Sarasota, United States

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Seniority

Director

Department

Finance & Accounting

Location

Sarasota

Industry

Financial Services

Company size

345

Contact information

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Email

1 credit

d•••••••@sentinelgroup.com

Phone

5 credits

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Background

About David Batchelder

Background includes commercial lending, corporate credit analysis, institutional investment consulting, sell side stock research, financial analysis, private equity valuation, plus high net worth investment management and personal financial planning. Experience includes many years of institutional and private client relationship management. Experience: Private Wealth Management Investment Management Investment Consultant Investment Advisor Representative Personal Financial Planning Financial Analyst Investment Analyst Risk Analyst Equity Analyst (public and private) Credit/Fixed Income Analyst Financial Planning Portfolio Strategist Portfolio Management Relationship Management Mutual Fund Analysis Exchange-Traded Fund (ETF) Analysis Stock and Equity Analysis (Buy and Sell Side) Asset Allocation Retirement Planning Small Business Lending Corporate Credit Commercial Lending Hard money and Bitcoin enthusiast

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