With work experience over 20 years, this professional is nowadays working at Diversified Trust that is based in 265 as a Vice President - Operations. David received his education at the Auburn University. David Hallum can be found in Franklin, Tennessee. To contact with David, you can look for their phone or e-mail address or receive full info by requesting access to this professional's further details.
Name variants:
Daved Hallum,
Dayvid Hallum,
Dave Hallum,
Davey Hallum,
Davie Hallum,
Davy Hallum
Last updated Apr 28, 2024
Contact Information
Last Update
Jul 11, 2022
Email
ds**@att.net, dh**@compassemp.com
Location
Franklin, TN
Company
Workplace
Colleagues
Work History
Vice President - Operations
6075 Poplar Ave SUITE 850, Memphis, TN 38119
from Dec 2018
Senior Portfolio Manager - Implementation
15935 La Cantera Pkwy, San Antonio, TX 78256
Jan 2015 — May 2018
Technical Support Manager
Provided case design support for advisors guiding donors through various planned giving strategies - to include charitable gift annuities, charitable trusts, and charitable installment barga...
Mar 1998 — Dec 2005
Owner
Offer Excel-based financial planning tools through www.planningtemplates.com
from Feb 1999
Education
Occupations
Executive
Owner
Vice President
Accountant
Finance and Accounting Specialist
Financial Broker
Portfolio Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Investment Analyst
Financial Analyst
Skills
Investments
Planned Giving
Strategic Financial Planning
Charities
Financial Advisory
Wealth Management
Series 7
Retirement Planning
Portfolio Management
Financial Planning
Iras
Strategic Planning
Charitable Trusts
Policy
Organizational Development
Estate Planning