David Mammina Email & Phone Number
Partner and Financial Advisor @ Coastline Wealth Management
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David Mammina Location
- Port Jefferson, NY, US
David Mammina Work
- 2021 -now Partner and Financial Advisor @
- 2015 -now Financial Advisor @
- 2014 -2015 Client Service Specialist @ GM Advisory Group
- 2010 -2014 Associate Financial Consultant @
- 2008 -2010 Financial Advisor @
- 2007 -2008 Associate Financial Advisor @
David Mammina Education
- Molloy University
MBA (Financial Planning)
2007-2009 - St. Joseph's University New York
BS (Business Administration)
2005-2007 - Miller Place High School 1994-1998
David Mammina Skills
- Strategic Financial Planning
- Asset Allocation
- Portfolio Management
- Retirement
- 401k
- Retirement Planning
- Investments
- Mutual Funds
- Investment Advisory
- Asset Management
- Fixed Annuities
- Finance
- Series 7
- Series 63
- Uniform Combined State Law
- Financial Planning
- Financial Advisory
- Trading
- Financial Analysis
- Financial Services
- MBA
- Services
- Strategy
- Training
- Financial Reporting
- Microsoft Word
- Wealth Management
- Management
David Mammina Summary
- David Mammina, based in Port Jefferson, NY, US, is currently a Partner and Financial Advisor at Coastline Wealth Management. David Mammina brings experience from previous roles at Coastline Wealth Management, GM Advisory Group, Charles Schwab and Wells Fargo Advisors, LLC. David Mammina holds a 2007 - 2009 MBA in Financial Planning @ Molloy University. With a robust skill set that includes Strategic Financial Planning, Asset Allocation, Portfolio Management, Retirement, 401k and more. David Mammina has 3 emails and 2 mobile phone numbers on RocketReach.
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