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David Whiting

Client Service Representative
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

whitingd@pfm.com
717.232.2723 office

Specialties
Asset Management

State & Local Governments, K-12 Schools

Education
B.A. in Political Science
Messiah College

B.S. in Economics
Messiah College

MBA Candidate
Fox School of Business
Temple University

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2017

Started in the Field: 2017

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David Whiting joined PFM in 2017 and is currently a client service representative within the Client Services Group providing service to PFM’s clients in the East region. David provides exceptional client service while onboarding clients, answering client questions regarding accounts, educating clients on current market conditions, providing reports to clients, and updating personnel and account specific information.

Prior to joining the Client Services Group, David was a Credit Analyst with the Mid Penn Bank.
DW
 
Contact

213 Market Street
Harrisburg, PA 17101

whitingd@pfm.com
717.232.2723 office

Specialties
Asset Management

State & Local Governments, K-12 Schools

Education
B.A. in Political Science
Messiah College

B.S. in Economics
Messiah College

MBA Candidate
Fox School of Business
Temple University

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started with PFM: 2017

Started in the Field: 2017

Print/Save as PDF

Download Vcard

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