Current Position:
Private Wealth Advisor at Blue TrustExperience:
33 yearsLocation:
Cumming, GeorgiaJan 2021 - Current
Jan 2016 - Current
Sep 2013 - Dec 2015
Dec 2011 - Jan 2013
Nov 2000 - Nov 2011
Jan 1997 - Jan 2000
Jan 1992 - Jan 1997
Business Administration at University of Georgia - Terry College of Business
Name: Blue Trust
Speciality: Financial, retirement, and estate planning, Charitable giving strategies, Personal trust and estate settlement services, Business consulting services, Investment management, Cash flow and budget planning, Professional Athlete services, Retirement plan consulting, Family Office, Institutional services
Location: Alpharetta, GA, United States
Employees: 200-500
HQ Phone: 800.841.0362
Description: Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Wit...
How long has David Mann been working as a Private Wealth Advisor?
David Mann's total experience in various companies as a Private Wealth Advisor 4 years 8 months.What is David Mann's minimum period of employment in the companies?
David Mann's minimum period of employment in various companies is 1 year 1 month.What is David Mann's average duration of employment for different companies?
On average, David Mann works for one company for 4 years 6 monthsWhat industries has David Mann worked in?
David Mann works in the Financial Services. Previously, David Mann worked in the Investment Management.What positions has David Mann held before?
Previously, David Mann worked as a Senior Financial Planner, and Financial Planner, and Vice President-Investments, and Financial Advisor, and Field Representative.How do I contact David Mann?
David Mann's email address is d*****m@bluetrust.com, phone number is +1-***-***-1604. Sign up to get contact details.Who is the Chairman & CEO of the Blue Trust?
The Chairman & CEO of the Blue Trust is Nick StonestreetWho are David Mann's peers at other companies?
David Mann's peers at other companies are Chantel Aymond and Andrew Sawyer and John MeyerFind email for 850M+ professionals