Brian Dumont Email and Phone Number
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I’m CEO and Founder at Gondola InsurTech Corp/DBA Gondola https://www.mysafetank.com/. During lockdown, in April 2020, it became painfully clear that in-person networking for financial advisors was impractical, limited and not how the majority of people suddenly expected to meet their advisors. How did they want to meet? Online, like practically everything else. That’s when we decided the time was ripe to bring our technique of integrating a SafeTank online. SafeTank is a tool that we have used for nearly two decades with high/ultra high net worth clients because of it's many benefits: no volatility, competitive returns, tax free (advantaged) access to capital, liquidity guaranteed. In fact, at Dumont Wealth we built a portfolio of over $110,000,000 allocated to our SafeTank design for clients. Yet we believed that if given the opportunity, millions more people, "Money Maximizers" as we call them, would surely love to own SafeTanks. The question was would technology support our endeavor? Research on this project was slow. It meant finding qualified, capable and enthusiastic technology partners to help us both assess and ultimately build the platform. After a series of unsuccessful bids for our technology partner, we were fortunate to meet two brilliant partners who, when we explained our vision, were eager to join us and did so, confirming our fervent wish that it is possible to build the platform to bring SafeTank to millions. Yet there were still other elements to bringing the Gondola SafeTank to fruition that were essential. One was finding a talented marketing expert, with the capacity to translate the client/advisor experience from in-person to online. The second was the realization that for Gondola, seeing is believing. Therefore, we decided that rather than spending time selling investors on the Gondola SafeTank, we would just continue selling SafeTanks and remain privately held.Finally, Gondola teamed up with a creative TV production company, New To The Street, to launch a series of news and educational segments and commercials, bringing the Gondola SafeTank into millions of homes across America. That is how the Gondola SafeTank is fast becoming a household name.
Gondola Insurtech
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Chief Executive OfficerGondola Insurtech Feb 2021 - PresentMiami, Florida, Us -
Founder & CeoDumont Wealth Feb 2018 - PresentDumont Wealth is the DBA for Efficient Wealth Partners LLC, a Registered Investment Advisor (RIA), and Dumont Financial LLC, an affiliated but separate insurance dedicated firm. Independent Investment Advisor. -
Managing PartnerDumont Financial, Llc 2008 - Present• Independent Investment Advisor. Manages the day to day and long term plans of Dumont Financial, LLC., including representative recruitment, training and development. Manages client and vendor relationships. Active in personal high net worth client base maintenance and development.• Master Mentor Certified in the Circle of Wealth approach to financial planning, which looks to maximize return and minimize losses by reducing or eliminating transfers (inefficiencies) in portfolios. This approach helps clients reduce their overall risk while simultaneously increasing their effective rate of return. -
Registered Investment AdvisorMetlife 2004 - 2008New York, Ny, Us• Created innovative financial plans for clients based on their goals, time horizon, and risk tollerance• Strategies included asset maximization through growth and protection across client’s financial lives, including financial plans with Navi-Plan, college funding, estate conservation, mortgage protection, pensions, group benefits, investments, annuities, life insurance, disability insurance, long term care insurance, and health insurance
Brian Dumont Skills
Brian Dumont Education Details
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Boston UniversityTeaching English As A Second Or Foreign Language/Esl Language Instructor -
Saint Anselm CollegePsychology -
Saint Anselm CollegeClinical Psychology
Frequently Asked Questions about Brian Dumont
What company does Brian Dumont work for?
Brian Dumont works for Gondola Insurtech
What is Brian Dumont's role at the current company?
Brian Dumont's current role is CEO, Co-Founder, President @ Gondola InsurTech Corp | Registered Investment Advisor.
What is Brian Dumont's email address?
Brian Dumont's email address is br****@****ial.net
What is Brian Dumont's direct phone number?
Brian Dumont's direct phone number is +151630*****
What schools did Brian Dumont attend?
Brian Dumont attended Boston University, Saint Anselm College, Saint Anselm College.
What skills is Brian Dumont known for?
Brian Dumont has skills like Independent Financial Advice, Investments, Financial Projection, Financial Advisory, Wealth Management, Wealth Accumulation Strategies, Retirement Planning, Qualified Retirement Plans, Life And Health Insurance Licenses, Group Benefit Plans, Teaching, Teaching English As A Second Language.
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