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David Gallman's email & phone

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Wealth Advisor at Portside Wealth Group
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Location

Salt Lake City Metropolitan Area, United States

Work Experience 24 years

Wealth Advisor at Portside Wealth Group

Jul 2023 - Current

Personal Financial Counselor at Civilian Contractor - Department of Defense

Aug 2016 - Oct 2023

Investment Advisor at TownSquare Capital

Feb 2021 - Jun 2023

Regional Vice President at Mercer Advisors

Sep 2015 - Apr 2016

Financial Consultant at E*TRADE from Morgan Stanley

Oct 2011 - Sep 2015

Wealth Advisor at New England Financial

Jun 2009 - Aug 2011

Team Manager/Personal Producer at Ameriprise Financial Services, LLC

Oct 2002 - May 2009

Owner at Ameriprise

Jan 2006 - Jan 2009

David Gallman started working in 2002, then the employee has changed 7 companies and 6 jobs. On average, David Gallman works for one company for 3 years 7 months.

Education

Bachelor of Arts (B.A.) at University of Utah

Associate of Arts and Sciences (AAS) at Utah Valley University

Skills

Finance, Certified Financial Planner, Retirement Planning, Investments, Wealth Management, Needs Analysis, Portfolio Management, Mutual Funds, Trading, Independent Financial Advice, Troubleshooting, Sales, Fiduciary, Research, Retirement, Financial Services, Series 63, Financial Advisory, Asset Allocation, Financial Planning, Referral Network

Frequently Asked Questions

What is David Gallman's minimum period of employment in the companies?

David Gallman's minimum period of employment in various companies is 7 months.

What is David Gallman's average duration of employment for different companies?

On average, David Gallman works for one company for 3 years 8 months

What industries has David Gallman worked in?

David Gallman works in the Financial Services. Previously, David Gallman worked in the Real Estate.

What positions has David Gallman held before?

Previously, David Gallman worked as a Personal Financial Counselor, and Investment Advisor, and Regional Vice President, and Financial Consultant, and Wealth Advisor.

How do I contact David Gallman?

David Gallman's email address is g*******d@portsidewealth.com, phone number is +1-***-***-3651. Sign up to get contact details.

Who are David Gallman's peers at other companies?

David Gallman's peers at other companies are Mazleana Hejhar and Lea Bilangel and Zeeshan Zaidi

Other employees at Portside Wealth Group

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