David Kania Email & Phone Number
Wealth Advisor @ Green Wealth Management Group
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David Kania Location
- Southbury, CT, US
David Kania Work
- Wealth Advisor @ (February 2022 - Present)
- Vice President, Business Development @ (December 2020 - June 2021)
- Head of Institutional Sales for the Queens Road Funds at Bragg Financial Advisors @ (September 2019 - December 2020)
- Broadly-experienced investment services and retirement plan professional seeking next challenge. @ NextChallenge (September 2018 - September 2019)
- Financial Advisor Trainee @ (June 2018 - September 2018)
- Vice President, Retirement and Subadvisory Services @ Sentinel Investments (April 2010 - October 2017)
- Vice President, Institutional Funds Group @ American Beacon Advisors, Inc. (April 2009 - April 2010)
- Director - Institutional Markets @ (July 2004 - October 2008)
- Regional Director - Institutional Sales @ Berger Financial Group (February 1998 - October 2002)
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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