David Geller

Director, Behavior Wealth Management

David Geller has been a Director, Behavior Wealth Management in Wealth Enhancement Group since 2020. Additionally, this professional has professional experience at more than four companies in the related field. David has a total work experience of two+ years. David Geller studied at the University of Michigan Law School from 1981 to 1984. This expert has professional certification as Certified Financial Planner (Cfp®) and License # 23289 and this professional has studied English. Atlanta, Georgia is the place where the professional presently lives. You can search for this person's contacts. We can also provide you with exhaustive contact information upon request.
Name variants:
Daved Geller, Dayvid Geller, Dave Geller, Davey Geller, Davie Geller, Davy Geller
Last updated Apr 29, 2024

Contact Information

Last Update
Feb 1, 2016
Email
da**@gvfinancial.com, da**@gvfinancial.com, na**@aol.com
Location
Atlanta, GA

Workplace

Wealth Enhancement Group
Director, Behavior Wealth Management

Minneapolis, MN

Industry

Financial Services, Financial Advisor

Work History

Director, Behavior Wealth Management

505 Highway 169 SUITE 900, Plymouth, MN 55441
from May 2020

CEO

from Feb 1991

Chief Executive Officer and Co-Founder

1100 Abernathy Rd northeast, Atlanta, GA 30328
from Feb 1991

Associate Attorney

1984 — 1986

Occupations

Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper

Skills

Investment Management
High Net Worth Individuals
Investments
Investment Advisory
Retirement Planning
Asset Allocation
Financial Planners
Series 7
Securities
Insurance
Mutual Funds
Trusts
Behavioral Wealth Management
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