David Dickens has been working as a President/Owner at JC Grason of Leawood since 2010. Moreover, this person has on-the-job experience at more than seven companies in the related field. David has a total work experience of 25+ years. David Dickens studied at the University of Missouri-Columbia, College of Business. Currently this professional lives in Overland Park, Kansas region. You can find this professional's actual e-mail and phone through SoftwareOfficial search.
Name variants:
Daved Dickens,
Dayvid Dickens,
Dave Dickens,
Davey Dickens,
Davie Dickens,
Davy Dickens
Last updated Apr 29, 2024
Contact Information
Last Update
Jul 10, 2022
Email
dd**@jcgrason.com
Location
Overland Park, KS
Company
Workplace
Colleagues
Work History
President/Owner
JC Grason is an independent income tax and financial services firm specifically devoted to working with retirees and those planning for their retirement. We bring together a team of professi...
from Mar 2010
Executive Vice President
Senior executive over all financial products, product development and institutional relationships, including brokerage, lending, liquidity and management of the $40 billion fixed income inve...
Dec 1997 — Feb 2009
Senior Vice President
Senior officer overseeing management of the $1 billion fixed income investment portfolio; negotiated the acquisition of its brokerage subsidiary, then served as its President; managed all ra...
Mar 1995 — Dec 1997
Senior Vice President
Created and managed a fee-based investment advisory service for credit unions nationwide; $1.4 billion under advice; hired and mentored advisory and analytical staffs
Sep 1988 — Mar 1995
Occupations
Financial Broker
Financial Consultant
Executive
Owner
Chairperson
Accountant
Finance and Accounting Specialist
Board Member
Financial Services Professional
Financial Services Sales Agent
Chief Executive
Accounting Bookkeeper
Bookkeeper
Management Team Executive
Operations Manager
Skills
Investments
Investment Advisory
Retirement
Estate Planning
Financial Risk
Asset Management
Wealth Management
Executive Management
Asset Protection
Asset Allocation
Series 65
Retirement Income Planning
Tax Efficient Investing
Safe Money Investing
Wealth Transfer
Wealth Preservation Strategies
Wealth Building
Retirement Plan Distribution
Smartoption Investing
Portfolio Management
Financial Services
Finance
FAQs about David Dickens
What is the main profession of David Dickens?
David Dickens is a Financial Advisor and Owner.
What are the main profession of David Dickens?
These person's professions are Financial Broker and Financial Consultant
Where does David Dickens currently live?
Overland Park, Kansas is the place where David Dickens currently lives
What is the professional's email?
The expert's email is dd**@jcgrason.com.
How many companies did David Dickens work at?
David Dickens worked at seven jobs.
What education does David Dickens have?
David studied at the University of Missouri-Columbia, College of Business.
What is professional industry that David Dickens is connected to?
David works in Investment Management industry.
Are there any professional skills, that David Dickens has?
This professional has such skills as Investments, Investment Advisory, Retirement, Estate Planning, Financial Risk, Asset Management, Wealth Management, Executive Management, and Asset Protection.