![Dan Gale](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
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.
Posizioni attive di Dan Gale
| Società | Posizione | Inizio |
|---|---|---|
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. | Fondatore | 01/02/2012 |
Precedenti posizioni note di Dan Gale
| Società | Posizione | Fine |
|---|---|---|
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 | - |
Formazione di Dan Gale
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
89
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
