Profil
Mr. Reif graduated from the U.S Naval Academy in 1963 in the top quartile of his class as an Ensign in the US Navy.
He served eight years in the US Navy, including one year in Vietnam where he received the Bronze Star with Combat Valor, as well as the highest medal awarded to American Advisors from the South Vietnamese Navy.
Mr. Reif began his investment career with Merrill Lynch in Tulsa, Oklahoma in late 1973.
In 1976, he moved to the firm of Blythe, Eastman, Dillon Co. in Tulsa where he was one of the top twenty-five producers for the entire firm.
He remained at Blythe until 1980 when he joined Shearson/American Express.
Again, Mr. Reif rose to the top by being a member of the President’s club for the years 1980, 1981 and 1982.
During this time he passed the Certified Financial Planner test, becoming one of the first one thousand applicants to receive the CFP designation
From 1983 until 1993 Mr. Reif worked for firms such as Prudential Bache and Stifel, Nicolaus & Co. Inc..
In 1993, he received the Chartered Market Technician designation (CMT) from the Market Technicians Association, becoming one of the first one hundred applicants to receive this designation in the world and the first in the state of Oklahoma.
In late1992, he became a consultant to Catalina Marketing Corporation, which entailed assisting them in going public and in the ongoing market related strategies utilized by senior management.
Anciens postes connus de David C. Reif
| Sociétés | Poste | Fin |
|---|---|---|
CoachWise Financial Solutions, Inc.
CoachWise Financial Solutions, Inc. Investment ManagersFinance CWFS actively manages investment portfolios and seeks to protect and grow their clients’ investable assets. The firm employs a core and satellite investment strategy. | Analyst-Equity | 31/05/2008 |
Mutual MoneyFlow Management
Mutual MoneyFlow Management Investment ManagersFinance MMF utilizes a proprietary mathematical model to measure the flow of money into and out of the stock market. With this model, the firm seeks to determine the optimal periods to be in the market. | Corporate Officer/Principal | 01/01/2007 |
| AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | 31/12/1982 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 31/12/1975 |
US Department of Defense (District of Columbia)
US Department of Defense (District of Columbia) SovereignGovernment Operates and maintains defense departments | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
American Express Co.
American Express Co. Finance/Rental/LeasingFinance Provides credit and charge cards, payments and online platforms solutions | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Prudential Bache Energy Partnerships
Prudential Bache Energy Partnerships Finance/Rental/LeasingFinance Limited Partnership investment concer | Finance |
Mutual MoneyFlow Management
Mutual MoneyFlow Management Investment ManagersFinance MMF utilizes a proprietary mathematical model to measure the flow of money into and out of the stock market. With this model, the firm seeks to determine the optimal periods to be in the market. | Finance |
US Department of Defense (District of Columbia)
US Department of Defense (District of Columbia) SovereignGovernment Operates and maintains defense departments | Government |
CoachWise Financial Solutions, Inc.
CoachWise Financial Solutions, Inc. Investment ManagersFinance CWFS actively manages investment portfolios and seeks to protect and grow their clients’ investable assets. The firm employs a core and satellite investment strategy. | Finance |
















