David Greene Email & Phone Number
CEO and Owner @ CJM Wealth Advisers, Ltd.
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David Greene Location
- Virginia, United States
David Greene Work
- CEO and Owner @ (February 2006 - Present)
- Managing Director @ McNair & Company (January 2001 - January 2005)
- Teacher @ (January 2000 - January 2001)
- Associate Financial Advisor @ Edmiston Investment Consulting Group (January 1998 - January 2000)
David Greene Education
- University of Virginia
BS - Commerce (Finance/Marketing)
1992-1996
David Greene Skills
- Wealth Management
- Investments
- Strategic Financial Planning
- Retirement Planning
- Fixed Annuities
- Finance
- Retirement
- Asset Allocation
- Mutual Funds
- Small Business
- Strategy
- Portfolio Management
- Insurance
- Wealth
- Financial Advisory
- Due Diligence
- Management
- Financial Planning
David Greene Summary
- David Greene, based in Virginia, United States, is currently a CEO and Owner at CJM Wealth Advisers. David Greene brings experience from previous roles at McNair & Company, Teach For America and Edmiston Investment Consulting Group. David Greene holds a 1992 - 1996 BS - Commerce in Finance/Marketing @ University of Virginia. With a robust skill set that includes Wealth Management, Investments, Strategic Financial Planning, Retirement Planning, Fixed Annuities and more. David Greene has 2 emails and 2 mobile phone numbers on RocketReach.
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Top CJM Wealth Advisers, Ltd. Employees
Melanie Knox
Client Services Representative
Fredericksburg, VA, US
Tim Jones
Chairman Emeritus
Washington, DC, US
Thomas Ward
Financial Adviser
Herndon, VA, US
Parker Trasborg
Senior Vice President and Principal
Falls Church, VA, US
Amie Gero
Administrative Assistant
Virginia, United States
Brian Jones
Chairman
Falls Church, VA, US
Griffin Baker
Financial Adviser
Virginia, United States
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CEO and Owner
Virginia, United States
Kevin Donovan
Portfolio Research Director
Virginia, United States
Jessica Ness
Senior Vice President and Financial Adviser
Falls Church, VA, US
Anthony Jones
Certified Financial Planner
Virginia, United States
Jennifer Winters
Director of Technology
Washington, DC, US
Jennifer Loebs
Receptionist
Washington, DC, US
DeAnna W.
Associate Financial Adviser
Falls Church, VA, US
Olivia Cooper
Director of Operations and Strategic Planning
Washington, DC, US
Karen Blair
Financial Adviser
Arlington, VA, US
Chris Payne
Associate Financial Adviser
Washington, DC, US
Tvisha Kamireddy
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United States
Mary Price
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