Db Makley Email & Phone Number
Regional Vice President @ Catalyst Funds
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Db Makley Location
- California, United States
Db Makley Work
- 2025 -now Regional Vice President @
- 2022 -2025 Regional Vice President @
- 2013 -2021 Regional Vice President @
- 2000 -2012 Regional Vice President @
- 1999 -2000 Business Development Manager @
- 1998 -1999 Brokerage Manager @
- 1997 -1998 Marketing Specialist @
- 1995 -1997 Senior Associate @
- 1994 -1995 Marketing Representative @
Db Makley Education
- Nichols College
Bachelor of Science in Business Administration (Economics; Magna Cum Laude)
1989-1994
Db Makley Skills
- Wholesaling
- Consultative Selling
- Public Speaking
- Customer Acquisition
- Customer Retention
- New Business Development
- Business Development
- Investments
- Alternative Investments
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- Annuity Sales
- Asset Managment
- Asset Allocation
- Insurance
- Retirement Planning
- Strategic Financial Planning
- Series 63
- Series 6
- Business Planning
- Investment Strategies
- Portfolio Management
- Series 65
- Series 24
- Asset Management
- Wealth Management
- Investment Management
- Wealth Management Services
- Wealth Accumulation
- Finance
- Series 7
- Financial Advisory
- Separately Managed Accounts
- 401k
- Life Insurance
- FINRA
- 529 Plans
- ETFs
- Financial Planning
- 401(k) Retirement Savings Plans
- Project Management
- Microsoft Excel
- Social Media
- Marketing Strategy
- 401k Retirement Savings Plans
- Microsoft Word
- Sales
- JavaScript
- 401 Retirement Savings Plans
Db Makley Summary
- Db Makley, based in California, United States, is currently a Regional Vice President at Catalyst Capital Advisors. Db Makley brings experience from previous roles at Symetra, AIG and Prudential Financial. Db Makley holds a 1989 - 1994 Bachelor of Science in Business Administration in Economics; Magna Cum Laude @ Nichols College. With a robust skill set that includes Wholesaling, Consultative Selling, Public Speaking, Customer Acquisition, Customer Retention and more. Db Makley has 1 emails and 2 mobile phone numbers on RocketReach.
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