Posizioni attive di Dan Gale
Società | Posizione | Inizio | Fine |
---|---|---|---|
King Wealth Management Group LLC
King Wealth Management Group LLC Investment ManagersFinance King Wealth Management Group LLC (King Wealth Management) is an independent, SEC-registered investment advisor headquartered in Sarasota Springs, New York. The firm was founded in 2012 by Lawrence E. King and Daniel P. Gale. King Wealth Management provides investment management services for individuals, families and institutions. | Fondatore | 01/02/2012 | - |
Gestore di Portafoglio-Azioni | 01/02/2012 | - |
Storia della carriera di Dan Gale
Precedenti posizioni note di Dan Gale
Società | Posizione | Inizio | Fine |
---|---|---|---|
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | 01/01/2011 | 01/01/2011 |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Corporate Officer/Principal | - | - |
The Dime Savings Bank of New York, FSB
The Dime Savings Bank of New York, FSB Savings BanksFinance The Dime Savings Bank of New York, FSB is based in New York, NY. The Dime Savings Bank of New York, FSB is a federally chartered savings institution. | Corporate Officer/Principal | - | - |
Formazione di Dan Gale
Keuka College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Corporate Officer/Principal | 3 |
Undergraduate Degree | 1 |
Founder | 1 |
Settori
Finance | 5 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
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The Dime Savings Bank of New York, FSB
The Dime Savings Bank of New York, FSB Savings BanksFinance The Dime Savings Bank of New York, FSB is based in New York, NY. The Dime Savings Bank of New York, FSB is a federally chartered savings institution. | Finance |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
King Wealth Management Group LLC
King Wealth Management Group LLC Investment ManagersFinance King Wealth Management Group LLC (King Wealth Management) is an independent, SEC-registered investment advisor headquartered in Sarasota Springs, New York. The firm was founded in 2012 by Lawrence E. King and Daniel P. Gale. King Wealth Management provides investment management services for individuals, families and institutions. | Finance |
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