David Monsees

Client Service Associate

david in three words:

Engaging. Anchored. Optimistic.

As a Client Service Associate, David is driven to provide excellent support to our clients and advisors at Joslin Capital. He began his career in the financial industry in 2020 after serving 10 years in the Navy as a submarine officer and another 2 years with the Navy Reserves. He brings a problem-solving mentality with a close attention for detail. He is eager to assist in any way possible and is passionate in helping clients meet their financial goals.

Originally from North Carolina, David first lived in Washington from 2016 to 2017, when he was on staff with a Navy Destroyer Squadron based out of Everett. He moved back permanently in late 2019 and brought his wife and their two dogs. He enjoys spending time outdoors, hiking and skiing, and is involved in volunteering through his local church.

Education

  • BS, Electrical Engineering, NC State University

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425.688.0555  info@joslincapital.com

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