David Kania Email & Phone Number
Wealth Advisor @ Green Wealth Management Group
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David Kania Location
- Southbury, CT, US
David Kania Work
- 2022 -now Wealth Advisor @
- 2020 -2021 Vice President, Business Development @
- 2019 -2020 Head of Institutional Sales for the Queens Road Funds at Bragg Financial Advisors @
- 2018 -2019 Broadly-experienced investment services and retirement plan professional seeking next challenge. @ NextChallenge
- 2018 -2018 Financial Advisor Trainee @
- 2010 -2017 Vice President, Retirement and Subadvisory Services @ Sentinel Investments
- 2009 -2010 Vice President, Institutional Funds Group @ American Beacon Advisors, Inc.
- 2004 -2008 Director - Institutional Markets @
- 1998 -2002 Regional Director - Institutional Sales @ Berger Financial Group
David Kania Education
- Boston College
BA (Economics)
- Rensselaer Polytechnic Institute at Hartford
MBA (Business Administration and Management, General)
David Kania Skills
- Series 63
- Mutual Funds
- Wealth Management
- Asset Managment
- Retirement
- Retirement Planning
- Asset Management
- Financial Services
- Investments
- Investment Management
- Securities
- Asset Allocation
- Series 7
- Sales
- Investment Strategies
- 401k
- Investment Advisory
- 401(k) Retirement Savings Plans
- Qualified Retirement Plans
David Kania Summary
- David Kania, based in Southbury, CT, US, is currently a Wealth Advisor at Green Wealth Management Group. David Kania brings experience from previous roles at FPA (First Pacific Advisors), Bragg Financial, NextChallenge and Edward Jones Investment Co. David Kania holds a BA in Economics @ Boston College. With a robust skill set that includes Series 63, Mutual Funds, Wealth Management, Asset Managment, Retirement and more. David Kania has 2 emails and 1 mobile phone numbers on RocketReach.
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