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This profile was last updated on 8/25/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. David W. Leach

Wrong David W. Leach?

Financial Advisor

Phone: (212) ***-****  HQ Phone
Local Address: Saratoga Springs, New York, United States
Merrill Lynch & Co. Inc
4 World Financial Ctr
New York, New York 10080
United States

Company Description: Merrill Lynch & Co., Inc. together with its subsidiaries, provide investment, financing, insurance, and related services to individuals and institutions on a global...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • BA , Economics
    Hobart College of Geneva , New York
9 Total References
Web References
Calvert Investments - Sales Team & Client Services
www.calvert.com, 15 July 2012 [cached]
David W. Leach, Vice President, Calvert Investment Distributors, Inc. 800.317.2274 david.leach@calvert.com Mr. Leach joined Calvert in 1982, and has served in various staff and supervisory capacities in the Transfer Agent, Asset Management Company and Distributor. He was instrumental in establishing the Institutional Markets Group in 1990 to market Calvert's funds to bank brokerages, bank trust departments and other institutional investors. Mr. Leach currently manages and services the Bank Trust Department and Corporate Cash Management relationships.
Mr. Leach earned a BA in Economics from Hobart College of Geneva, New York. He is a member of several industry-related groups, including Association of Financial Professionals, Government Finance Officers Association and American Bankers Association. Mr. Leach holds FINRA Series 2, 7, and 63 licenses.
Calvert Investments - Sales Team & Client Services
www.calvertgroup.com, 9 June 2010 [cached]
David W. Leach, Vice President, Calvert Distributors, Inc. 800.317.2274 david.leach@calvert.com Mr. Leach joined Calvert Group in 1982, and has served in various staff and supervisory capacities in the Transfer Agent, Asset Management Company and Distributor. He was instrumental in establishing the Institutional Markets Group in 1990 to market Calvert's funds to bank brokerages, bank trust departments and other institutional investors. Mr. Leach currently manages and services the Bank Trust Department and Corporate Cash Management relationships.
Mr. Leach earned a BA in Economics from Hobart College of Geneva, New York. He is a member of several industry-related groups, including Association of Financial Professionals, Government Finance Officers Association and American Bankers Association. Mr. Leach holds FINRA Series 2, 7, and 63 licenses.
Calvert Investments - Sales Team & Client Services
www.calvertfunds.net, 10 Jan 2010 [cached]
David W. Leach, Vice President, Calvert Distributors, Inc. 800.317.2274 david.leach@calvert.com Mr. Leach joined Calvert Group in 1982, and has served in various staff and supervisory capacities in the Transfer Agent, Asset Management Company and Distributor. He was instrumental in establishing the Institutional Markets Group in 1990 to market Calvert's funds to bank brokerages, bank trust departments and other institutional investors. Mr. Leach currently manages and services the Bank Trust Department and Corporate Cash Management relationships.
Mr. Leach earned a BA in Economics from Hobart College of Geneva, New York. He is a member of several industry-related groups, including Association of Financial Professionals, Government Finance Officers Association and American Bankers Association. Mr. Leach holds FINRA Series 2, 7, and 63 licenses.
Institutional - Client Support - Bios
www.calvertfunds.com, 4 Jan 2007 [cached]
exceptional service standards | Institutional Group | Christine Teske | David Leach | Steve Himber
...
David W. Leach, Vice President, Calvert Distributors, Inc. Mr. Leach joined Calvert Group in 1982, and has served in various staff and supervisory capacities in the Transfer Agent, Asset Management Company and Distributor.He was instrumental in establishing the Institutional Markets Group in 1990 to market Calvert's funds to bank brokerages, bank trust departments and other institutional investors.Mr. Leach is currently responsible for managing and servicing Bank Trust Department and Corporate Cash Management relationships.
Mr. Leach earned a BA, in Economics from Hobart College of Geneva, New York.He is a member of several industry-related groups, including Association of Financial Professionals, Government Finance Officers Association and American Bankers Association.Mr. Leach holds NASD Series 2, 7, and 63 licenses.
Institutional - Client Support - Bios
www.calvertgroup.com, 13 Jan 2006 [cached]
exceptional service standards | Institutional Group | Christine Teske | David Leach | Steve Himber
...
David W. Leach, Vice President, Calvert Distributors, Inc. Mr. Leach joined Calvert Group in 1982, and has served in various staff and supervisory capacities in the Transfer Agent, Asset Management Company and Distributor.He is currently Key Account Manager for the Insurance & Banking Channels for Calvert Distributors, Inc.He was instrumental in establishing the Institutional Markets Group in 1990 to market Calvert Group's funds to bank brokerages, bank trust departments and other institutional investors.Mr. Leach has a BA, in Economics from Hobart College of Geneva, New York.
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