David Nicolau Suckau, CFA

David Nicolau Suckau, CFA has extensive work experience in the financial industry. David Nicolau is currently employed as a Research Analyst and Trader at AlphaCore Wealth Advisory since November 2020. Prior to this, they worked at Orin Green Financial as a Financial Analyst from November 2016 to November 2020.

David also worked at Pure Financial Advisors as a Portfolio Analyst and Trader from February 2015 to March 2016. In this role, they provided trading execution, monitoring, and rebalancing of client portfolios. David Nicolau also offered investment allocation recommendations and performed portfolio and performance reporting analysis.

Before joining Pure Financial Advisors, David was employed at TD Ameritrade Institutional. David Nicolau served as a Spec, IBS Electronic Brokerage from August 2014 to February 2015, where they monitored large block trade orders and executed trades for institutional investors. David Nicolau also facilitated block account trade allocations. Prior to that, they worked as a Relationship Manager II from June 2008 to August 2014. In this position, they acted as a liaison for registered financial advisors and facilitated account transfers and other financial transactions.

Additionally, David has experience working at Union Bank California as a Mutual Fund Processor from November 2007 to March 2008. Here, they used Bloomberg terminal to obtain securities information and processed mutual fund income and reconciliation.

Before moving into the finance industry, David worked at HSBC Auto Finance as a Funder and Consumer Loan Officer from May 2004 to May 2006. David Nicolau reviewed and evaluated loan applications, met incentive goals, and provided customer service to borrowers.

David's earliest work experience was as a Lead Computer Assistant at Chico State University from January 2000 to May 2002.

David Nicolau Suckau, CFA completed their Bachelor of Arts degree in Economics from Chico State University in the years 1999 to 2002. In August 2015, they obtained the Chartered Financial Analyst certification from the CFA Institute. No other educational or certification information is provided.