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    David Little

    Royersford, Pennsylvania

    Business Development Specialist

    City National Rochdale

    Specialties

    Investments

    Where I've Worked
    C

    Apr 2016 – Present

    Business Development Specialist

    City National Rochdale
    L

    Jun 2010 – Apr 2016

    Vice President, Sr. Client Portfolio Manager

    Lockwood Advisors, Inc
    L

    Nov 2005 – Jun 2010

    Assistant Vice President, Assistant Portfolio Manager

    Lockwood Advisors, Inc

    Apr 2003 – Nov 2005

    Assistant Vice President, Research Analyst

    Dec 2000 – Apr 2003

    Assistant Vice President, Investment Consultant

    L

    Sep 1999 – Dec 2000

    Relationship Manager

    Lockwood Advisors, Inc
    A

    Jan 1999 – Sep 1999

    Financial Consultant

    A.G. Edwards and Sons, Inc

    Feb 1997 – Dec 1998

    Select Service Representative

    The Vanguard Group, Inc., Vanguard Brokerage Services
    Where I've Studied

    College for Financial Planning

    BA

    Bloomsburg University

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    People I've Reported To

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    City National Rochdale

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