David Gibbons
Cnb Wealth Management - Senior Vice President, Retail Wealth Program Manager
We found the following information about David Gibbons at Canandaigua National Bank & Trust, where this person has worked as a Cnb Wealth Management - Senior Vice President, Retail Wealth Program Manager since 2017. David's total work experience is over 31 years, during which time David had at least 14 jobs at different places to develop professional skills. David studied at the University of Rochester from 1994 to 1995. David received the following certifications: Series 6, 7, 63, and 26, Chartered Retirement Planning Counselor (Crpc), and Life, Accident & Health. Currently, David lives in Pittsford, New York. You can contact with David by searching for phone or email address or find full info by requesting access to the professional's additional details.
Name variants:
Daved Gibbons,
Dayvid Gibbons,
Dave Gibbons,
Davey Gibbons,
Davie Gibbons,
Davy Gibbons
Last updated Apr 29, 2024
Contact Information
Last Update
Jun 25, 2022
Email
dg**@yahoo.com, dg**@sunamerica.com, df**@gmail.com
Location
Pittsford, NY
Workplace
Cnb Wealth Management - Senior Vice President, Retail Wealth Program Manager
Canandaigua, NY
Industry
Financial Services, National Commercial Bank, Commercial Bank, National Commercial Bank Commercial Bank
Colleagues
Work History
Cnb Wealth Management - Senior Vice President, Retail Wealth Program Manager
72 south Main St, Canandaigua, NY 14424
from Dec 2017
Solutions Architect Data Engineering
75 Sylvan St SUITE B205, Danvers, MA 01923
from Jun 2016
Engineering
174 Middlesex Tpke, Bedford, MA 01730
Tech lead on small teams delivering security and identity management solutions on Oracle and JEE framework.
2013 — 2016
Engineer
Boston, MA
Backend engineer working with database and server technologies.
2011 — 2012
Regional Vice President, Upstate Ny and Western Pa
1 Bush St SUITE 400, San Francisco, CA 94104
Within four months of acquiring territory, increased mutual fund sales by 112%―growing from a monthly average of $1.37M to $2.92M monthly.
2010 monthly average sales of $3.26M (137% increa...
Aug 2009 — Jul 2012
Founder
Mobile application development on the IOS platform. Server side development with the Play framework.
2009 — 2011
Regional Marketing Director
Established relationships with advisors and generated sales of variable annuities throughout Upstate New York financial institutions. Rapidly grew territory—generating 66 new producers withi...
Feb 2006 — Apr 2009
Consultant
100 Federal St, Boston, MA 02110
Developed various java based internal applications with Swing and ActiveMQ.
2006 — 2009
Regional Marketing Director
1251 Avenue Of The Americas, New York, NY 10020
Wholesaled variable and fixed annuities to wire houses. Updated agents on industry trends, developed informational seminars, presented technical product knowledge and drove sales.
Jan 2005 — Feb 2006
Regional Wholesaler
1345 Avenue Of The Americas, New York, NY 10105
Led sales and marketing meetings with regional, wire house, independent firms and banks through-out Long Island. Sold annuities, mutual funds, managed accounts, 529 plans and value-added ser...
Sep 2003 — Jan 2005
Vice President, Senior Financial Consultant
Recruited to develop new business opportunities, manage 350 relationships at three branches and client assets under management of $100K+ in investable assets. Recognized as Elite Advisor for...
2002 — 2003
Vice President, Regional Mananger
6 Suburban Ave, Stamford, CT 06901
Recruited to re-establish at-risk relationships in the Mid-Atlantic Region. Penetrated leading wire houses, banks and independent firms. Increased sales from $5M to $118M and producing broke...
1998 — 2002
Internal Wholesaler
100 Federal St, Boston, MA 02110
Marketed Putnam products to financial advisors in Tennessee, Kentucky and Southern Indiana. Exceeded projected goals; achieved 122% of 1997 annuity goal.
1995 — 1998
Education
1994 — 1995
1990 — 1994
1987 — 1990
Occupations
Executive
Senior Vice President
Program Director
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Mutual Funds
Series 63
Series 7
Investments
Retirement Planning
Series 6
Asset Allocation
Wealth Management
Retirement
Asset Management
Securities
Investment Advisory
Investment Management
Alternative Investments
Investment Strategies
401K
Estate Planning
Series 65
Variable Annuities
Hedge Funds
Fixed Annuities
Life Insurance
Finra
Uniform Combined State Law
Etfs
Sql
Agile Methodologies
Java
Javascript
Mysql
FAQs about David Gibbons
What is the main profession of David Gibbons?
David is a Cnb Wealth Management - Senior Vice President, Retail Wealth Program Manager.
What are the profession of The expert?
These person's professions are Executive and Senior Vice President
Where does David Gibbons currently live?
They lives in Pittsford, New York.
What is the expert's email?
The expert's email is dg**@yahoo.com and dg**@sunamerica.com.
Where did David Gibbons work?
This person worked at Canandaigua National Bank & Trust, Eliza Corporation.
What education does David Gibbons have?
David studied at the University of Rochester from 1994 to 1995.
What are the certifications of David Gibbons?
This expert received the following certifications: Series 6, 7, 63, and 26, Chartered Retirement Planning Counselor (Crpc), and Life, Accident & Health.
Are there any professional industries, that David Gibbons works in?
David works in Computer Software industry.