David Grantham Email & Phone Number
Sales Vice President @ The Pinnacle Group
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David Grantham Location
- Bradenton, FL, US
David Grantham Work
- 2018 - now Sales Vice President @
- 2018 - now Registered Representative @
- 2011 - 2018 Insurance and Financial Advisor @
- 1987 - 2010 Agent @
- 1977 - 1987 Sales Representative @
David Grantham Education
- Certified Financial Planner Board of Standards, Leadership Manatee Class of 2014
CFP (Financial Planning)
2003 - 2005
David Grantham Skills
- Estate Planning
- Financial Planners
- Fixed Annuities
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- IRAs
- Investments
- Life Insurance
- IRA's
- Microsoft Office
- Marketing
- Customer Service
- Long Term Care
- Disability Insurance
- Property And Casualty Insurance
- Small Business
- Financial Reporting
- Insurance Planning
- Term Life Insurance
- Inventory Management
- Retirement
- Inventory Control
- Strategic Planning
- PowerPoint
- Wealth Management
- Accounting
David Grantham Summary
- David Grantham, based in Bradenton, FL, US, is currently a Sales Vice President at Pinnacle Insurance and Financial Services, Inc.. David Grantham brings experience from previous roles at The Leaders Group, Inc., Boyd Insurance & Investment Services, Inc., Prudential Insurance Co. and TRW Inc.. David Grantham holds a 2003 - 2005 CFP in Financial Planning @ Certified Financial Planner Board of Standards, Leadership Manatee Class of 2014. With a robust skill set that includes Estate Planning, Financial Planners, Fixed Annuities, Insurance, Retirement Planning and more. David Grantham has 1 emails and 1 mobile phone numbers on RocketReach.
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