David Brennan Email & Phone Number
Chief Investment Officer @ WestPoint Financial Group
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David Brennan Location
- Carmel, IN, US
David Brennan Work
- Chief Investment Officer @ (August 2023 - Present)
- Portfolio Strategist @ (July 2022 - August 2023)
- Financial Advisor @ Ameriprise Financial Services, LLC. (January 2020 - June 2022)
- Financial Analyst @ (May 2018 - January 2020)
- Financial Analyst @ (May 2017 - May 2018)
- Financial Planning Intern @ (April 2016 - May 2017)
- Bank Teller @ (November 2015 - April 2016)
- Director of Baseball Operations @ (January 2015 - August 2015)
- Coach @ Twin City Prospects Baseball (August 2013 - August 2015)
- Pitcher @ Western Michigan Baseball Team (September 2010 - May 2014)
David Brennan Education
- Western Michigan University
Master of Business Administration - MBA
2015-2017 - Western Michigan University
Bachelor of Science (B.S.)
2010-2014
David Brennan Skills
- Analytical Skills
- Asset Allocation
- Asset Allocation Strategies
- Attention to Detail
- CIO Advisory Services
- Chartered Financial Analyst
- Communication
- Continuous Improvement
- Corporate Portfolio Management
- Critical Thinking
- Customer Service
- Donor Advised Funds
- Due Diligence
- Equity Research
- Financial Modeling
- Financial Planning
- Financial Services
- Financial Statements
- Investments
- Leadership
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Pivot Tables
- Portfolio Management
- Presentation Skills
- Presentations
- Problem Solving
- Public Speaking
- Quantitative Analytics
- Relationship Building
- Retirement
- Social Media
- Team Building
- Thinking Skills
- Time Management
- Written Communication
David Brennan Summary
- David Brennan, based in Carmel, IN, US, is currently a Chief Investment Officer at WestPoint Financial Group. David Brennan brings experience from previous roles at Oxford Financial Group, Ltd., Ameriprise Financial Services, LLC., Getman Corporation and Corporate One Federal Credit Union. David Brennan holds a 2015 - 2017 Master of Business Administration - MBA @ Western Michigan University. With a robust skill set that includes Analytical Skills, Asset Allocation, Asset Allocation Strategies, Attention to Detail, CIO Advisory Services and more. David Brennan has 1 emails and 2 mobile phone numbers on RocketReach.
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