David Van Horn
Chamblee
Summary
Senior Client Associate recognized for exceptional productivity and efficiency in task execution. Expertise in client relationship management, strategic planning, and problem-solving. Strong communication, adaptability, and leadership skills drive operational success and enhance client satisfaction.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Member of the Board
U.S. Kids Golf
Peachtree Corners
01.2024 - Current
- Participate in discussions on organizational financials, budgeting, and long-term strategic direction
- Provide input on program development, tournament expansion, and growth initiatives
Senior Client Associate
J.P. Morgan Wealth Management
Atlanta
01.2022 - Current
- Manage over $350 million in assets as part of a collaborative team.
- Facilitate daily wealth-management operations and served as primary client contact.
- Oversee operational workflows, including account maintenance and client onboarding.
- Coordinate with internal partners for seamless execution of investment strategies.
- Select and implemented alternative assets to diversify client portfolios.
Golf Professional. Tournament Manager, Tour Player
U.S. Kids Golf
Peachtree Corners
01.2016 - 01.2022
- One professional win and 40+ top-ten finishes in mini-tour events
- Competed in 15+ Latin PGA Tour events
- Managed 20+ tournaments with 300+ players and families
Customer Service Representative
U.S. Kids Golf
Peachtree Corners
01.2014 - 01.2016
- Provided support to families and coaches across national and international events
- Assisted with equipment orders, sizing guidance, and product education
- Improved communication flow and enhanced overall customer satisfaction
Education
MBA -
University of Georgia
Buckhead Campus01.2023
BSBM -
University of Georgia
Athens, GA01.2014
Certification
• CFP, Certified Financial Planner 2025
• CFA Level 1 Pass May 2025
• CAIA, Chartered Alternative Investment Analyst, 2024
• Series 7, General Securities Representative License, 2022
• Series 66, Uniform Combined State Law License, 2022
• SIE, Securities Industry Essentials Exam, 2022
• CFA Level 1 Pass May 2025
• CAIA, Chartered Alternative Investment Analyst, 2024
• Series 7, General Securities Representative License, 2022
• Series 66, Uniform Combined State Law License, 2022
• SIE, Securities Industry Essentials Exam, 2022
Community And Other
- Youth Group Leader, Peachtree Road United Methodist Church, 01/01/22, Present
- 200+ volunteer hours, Habitat for Humanity Brunswick, 01/01/17, 01/01/21
- Conversational Spanish, Scratch/Plus-Handicap Golfer, Volunteer Golf Coach
Timeline
Member of the Board
U.S. Kids Golf
01.2024 - Current
Senior Client Associate
J.P. Morgan Wealth Management
01.2022 - Current
Golf Professional. Tournament Manager, Tour Player
U.S. Kids Golf
01.2016 - 01.2022
Customer Service Representative
U.S. Kids Golf
01.2014 - 01.2016
MBA -
University of Georgia
BSBM -
University of Georgia