2008 -2014 Managing Director and Associate General Counsel, Global Wealth and Investment Management @
2002 -2008 Major Acquisition and Project Management @
2003 -2005 Deployment and Project Champion, Six Sigma Program @
2001 -2003 FVP and Assistant General Counsel, International Product Development, Marketing, and Support @
1998 -2001 FVP and Assistant General Counsel and Manager, International Law and Compliance Department @
1996 -1998 Director and Senior Counsel and Manager, Legal Operations and Support Department @
David Birnbaum Education
Maurice A. Deane School of Law at Hofstra University
Doctor of Law (JD)
1980-1983
The University of Chicago
Bachelor's degree
1975-1979
David Birnbaum Skills
Customer Service
Management
Project Management
Strategy
Financial Services
Portfolio Management
Asset Management
Equities
Securities
FINRA
Hedge Funds
Alternative Investments
Series 7
Capital Markets
Fixed Income
Anti Money Laundering
Private Equity
Legal Research
Private Banking
Legal Writing
Mutual Funds
Leadership
Wealth Management
Sales
Trading
David Birnbaum Summary
David Birnbaum, based in New York, United States, is currently a Managing Director at Bates Group LLC. David Birnbaum brings experience from previous roles at Merrill Lynch. David Birnbaum holds a 1980 - 1983 Doctor of Law (JD) @ Maurice A. Deane School of Law at Hofstra University. With a robust skill set that includes Customer Service, Management, Project Management, Strategy, Financial Services and more. David Birnbaum has 2 emails and 2 mobile phone numbers on RocketReach.
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