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David Graham Location
Indianapolis, IN, US
David Graham Work
Principal @ (October 2015 - Present)
Managing Director @ (January 2011 - July 2014)
Managing Director @ (January 2011 - May 2014)
Managing Executive @ (March 2009 - February 2011)
Market Executive and Senior Vice President @ (July 2003 - February 2009)
Financial Consultant @ (January 1999 - June 2003)
Assistant State Director, Senators Richard Lugar and Dan Coats @ (January 1993 - December 1999)
Area Wealth Executive and Senior Vice President @ (June 2014 - September 2015)
David Graham Education
Indiana University - Kelley School of Business
MBA (Business Administration and Management, General)
1996-1998
Indiana University - Kelley School of Business
BS (Finance & Political Science)
1987-1991
David Graham Skills
Financial Analysis
Portfolio Management
Strategic Planning
Investments
Management
Leadership
Banking
Credit
Finance
Wealth Management
Strategic Financial Planning
High Net Worth Individuals
Asset Allocation
Loans
Alternative Investments
Valuation
Financial Planning
Risk Management
David Graham Summary
David Graham, based in Indianapolis, IN, US, is currently a Principal at Archos Advisors. David Graham brings experience from previous roles at Oxford Financial Group, Ltd., Crowe Wealth Management and PNC. David Graham holds a 1996 - 1998 MBA in Business Administration and Management, General @ Indiana University - Kelley School of Business. With a robust skill set that includes Financial Analysis, Portfolio Management, Strategic Planning, Investments, Management and more. David Graham has 3 emails and 3 mobile phone numbers on RocketReach.
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