David Gottesman Email & Phone Number
Director of Investment Strategies for Mark O'Sickey, Aegis Consulting @ Aegis Consulting Group, LLC
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David Gottesman Location
- Minneapolis, MN, US
David Gottesman Work
- 2024 -now Director of Investment Strategies for Mark O'Sickey, Aegis Consulting @
- 2007 -2024 Senior Vice President, Eastern Region @ Mount Yale Capital Group, LLC
- 2006 -2007 National Marketing Relationship Manager, NFP @
- 2004 -2006 Internal Sales Manager @
- 2003 -2004 Advanced Case Designer @
- 1998 -2002 Director of Operations @ Family Wealth Counselors, Inc.
- 1996 -1998 VIP Accounts Manager @ Risk Protection of Virginia
David Gottesman Education
- Lawrence University
BS (Psychology)
1992-1996
David Gottesman Skills
- Alternative Investments
- Asset Allocation
- Mutual Funds
- Investment Management
- Portfolio Management
- Hedge Funds
- Fund Of Funds
- Equities
- Asset Managment
- Securities
- Investments
- New Business Development
- Mutual Fund Marketing
- Advanced Life Insurance Planning
- Premium Financing
- Collateralization
- Monetization
- Options Strategies
- Hedging
- Fixed Income Strategies
- Sales Management
- Consultative Sales Management
- Team Leadership
- Risk Management
- Life Insurance
- Wealth Management Services
- Estate Planning
- Financial Analysis
- Asset Management
- PowerPoint
- Banking
- Social Media
- Sales
- Microsoft Office
- Management
David Gottesman Summary
- David Gottesman, based in Minneapolis, MN, US, is currently a Director of Investment Strategies for Mark O'Sickey, Aegis Consulting at Aegis Consulting Group, LLC. David Gottesman brings experience from previous roles at Mount Yale Capital Group, LLC and ING Investment Management. David Gottesman holds a 1992 - 1996 BS in Psychology @ Lawrence University. With a robust skill set that includes Alternative Investments, Asset Allocation, Mutual Funds, Investment Management, Portfolio Management and more. David Gottesman has 1 emails and 2 mobile phone numbers on RocketReach.
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