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
- Director of Investment Strategies for Mark O'Sickey, Aegis Consulting @ (July 2024 - Present)
- Senior Vice President, Eastern Region @ Mount Yale Capital Group, LLC (April 2007 - September 2024)
- National Marketing Relationship Manager, NFP @ (January 2006 - January 2007)
- Internal Sales Manager @ (January 2004 - January 2006)
- Advanced Case Designer @ (January 2003 - January 2004)
- Director of Operations @ Family Wealth Counselors, Inc. (January 1998 - January 2002)
- VIP Accounts Manager @ Risk Protection of Virginia (January 1996 - January 1998)
David Gottesman Education
- Lawrence University
BS (Psychology)
1992-1996
David Gottesman Skills
- Advanced Life Insurance Planning
- Alternative Investment Strategies
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Business Development
- Collateralization
- Consultative Sales Management
- Consultative Selling
- Equities
- Estate Planning
- Financial Analysis
- Fixed Income Strategies
- Fixed-Income Investing
- Fund Of Funds
- Hedge Funds
- Hedging
- Investment Management
- Investment Strategies
- Investments
- Life Insurance
- Monetization
- Mutual Fund Marketing
- Mutual Funds
- New Business Development
- Options
- Options Strategies
- Portfolio Management
- Premium Financing
- Private Credit
- Risk Management
- Sales Management
- Securities
- Team Leadership
- Wealth Management Services
- 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 Advanced Life Insurance Planning, Alternative Investment Strategies, Alternative Investments, Asset Allocation, Asset Management and more. David Gottesman has 1 emails and 2 mobile phone numbers on RocketReach.
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