Profile
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.
Former positions of David C. Reif
| Companies | Position | End |
|---|---|---|
CoachWise Financial Solutions, Inc.
 CoachWise Financial Solutions, Inc. Investment ManagersFinance CoachWise Financial Solutions, Inc. (CWFS) is an independent investment management firm headquartered in Tulsa, Oklahoma. The firm was founded by Donnie Davis and Don Hardcastle in 2004. CWFS offers investment management services to working professionals, affluent women, business owners, retirees, and clients in transition. | Analyst-Equity | 2008-05-30 |
Mutual MoneyFlow Management
 Mutual MoneyFlow Management Investment ManagersFinance Mutual MoneyFlow Management (MMF) is a registered investment advisor located in Tulsa, Oklahoma. | Corporate Officer/Principal | 2006-12-31 |
| AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | 1982-12-30 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 1975-12-30 |
| US Department of Defense (District of Columbia) | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| AMERICAN EXPRESS COMPANY | Finance |
| Private companies | 6 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Finance |
Prudential Bache Energy Partnerships
 Prudential Bache Energy Partnerships Finance/Rental/LeasingFinance Part of Pioneer Natural Resources Co., Prudential Bache Energy Partnerships is a limited partnership investment concern. The company is based in New York, NY. Prudential Bache Energy Partnerships was acquired by Parker & Parsley Acquisition Co. on July 07, 1993 for $446.54 million. | Finance |
Mutual MoneyFlow Management
Mutual MoneyFlow Management Investment ManagersFinance Mutual MoneyFlow Management (MMF) is a registered investment advisor located in Tulsa, Oklahoma. | Finance |
| US Department of Defense (District of Columbia) | Government |
CoachWise Financial Solutions, Inc.
CoachWise Financial Solutions, Inc. Investment ManagersFinance CoachWise Financial Solutions, Inc. (CWFS) is an independent investment management firm headquartered in Tulsa, Oklahoma. The firm was founded by Donnie Davis and Don Hardcastle in 2004. CWFS offers investment management services to working professionals, affluent women, business owners, retirees, and clients in transition. | Finance |
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