Dan Gale

Gründer bei

King Wealth Management Group LLC

Finance

Consumer Services

Profil

Mr. Daniel P.
Gale is a Vice President at King Wealth Management Group LLC.
He co-founded the firm in February 2012.
Mr. Gale professional career started with Dime Savings Bank (Citizens Bank), where he developed his financial service skills and desire to educate people on the importance of financial planning.
He later joined Fleet Bank (Bank of America), where he spent the ten years expanding his knowledge of personal finance and trust services.
He continued his career as a Senior Portfolio Manager with Smith Barney (Morgan Stanley).
Mr. Gale received his undergraduate degree from Keuka College.
He holds the Certified Trust & Financial Advisor designation from The Institute of Certified Bankers.

Aktive Positionen von Dan Gale

Unternehmen	Position	Beginn
King Wealth Management Group LLC King Wealth Management Group LLC Investment ManagersFinance King Wealth Management primarily allocates clients' assets among individual equity and debt securities and ETFs. They may also utilize mutual funds and commodities on a more limited basis. The firm generally employs a fundamental analytical approach with a technical overlay.	Gründer	01.02.2012

Alle aktiven Positionen von Dan Gale

Ehemalige bekannte Positionen von Dan Gale

Unternehmen	Position	Ende
Morgan Stanley Smith Barney Private Management LLC Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds.	Corporate Officer/Principal	01.01.2011
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Corporate Officer/Principal	-
The Dime Savings Bank of New York, FSB The Dime Savings Bank of New York, FSB Savings BanksFinance Federally chartered savings institution	Corporate Officer/Principal	-

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Unternehmensverbindungen

Private Unternehmen	5
The Dime Savings Bank of New York, FSB The Dime Savings Bank of New York, FSB Savings BanksFinance Federally chartered savings institution	Finance
Keuka College Keuka College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Finance
Morgan Stanley Smith Barney Private Management LLC Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds.	Finance
King Wealth Management Group LLC King Wealth Management Group LLC Investment ManagersFinance King Wealth Management primarily allocates clients' assets among individual equity and debt securities and ETFs. They may also utilize mutual funds and commodities on a more limited basis. The firm generally employs a fundamental analytical approach with a technical overlay.	Finance