David Hallman Email & Phone Number
Head of Office and Executive Managing Director
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David Hallman Location
- Newport Beach, CA, US
David Hallman Work
- Head of Office and Executive Managing Director @ Hallman Family Office and HHR Holdings, LLC (January 2021 - Present)
- Vice President - Risk Management and Investment Oversight @ (July 2019 - December 2020)
- Senior Vice President - Investment Oversight and Operations @ (September 2016 - July 2019)
- Senior Vice President - National Field Services @ (January 2014 - August 2016)
- Senior Vice President - Wealth Services @ (January 2012 - December 2013)
- Vice President - Investment Management @ (February 2006 - December 2011)
- Head of Investments @ (April 2003 - February 2006)
David Hallman Education
- The University of Texas at Austin
Master of Business Administration - MBA
- The University of Texas at Austin
Bachelor of Business Administration - BBA (Finance, General)
David Hallman Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Budgeting
- Build Strong Relationships
- Business Administration
- Business Process
- Business Process Improvement
- Chartered Financial Analyst
- Decision-Making
- Financial Analysis
- Financial Planning
- Financial Services
- Influence At All Levels
- Influence Others
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Mutual Funds
- Operations Management
- Organization Skills
- Organizational Culture
- Organizational Development
- People Development
- Portfolio Management
- Practice Management
- Problem Solving
- Process Improvement
- Profitability Improvement
- Project Management
- Project Planning
- Relationship Building
- Retirement Planning
- Securities
- Strategic Financial Planning
- Strategic Planning
- Strategic Thinking
- Strategic Vision
- Tactical Planning
- Team Leadership
- Time Management
- Trading
- Turnaround Specialist
- Wealth Management
- Wealth Management Services
David Hallman Summary
- David Hallman, based in Newport Beach, CA, US, is currently a Head of Office and Executive Managing Director at Hallman Family Office and HHR Holdings, LLC. David Hallman brings experience from previous roles at Goldman Sachs and United Capital Financial Partners, Inc. David Hallman holds a Master of Business Administration - MBA @ The University of Texas at Austin. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Budgeting, Build Strong Relationships and more. David Hallman has 4 emails and 7 mobile phone numbers on RocketReach.
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