Dave Karandos

Dave Karandos Email and Phone Number

Indianapolis, IN, US
Dave Karandos's Location
Indianapolis, Indiana, United States, United States
About Dave Karandos

Relationship Driven, Service Oriented. My objective is to find Senior Sales Position that will allow my talents to help grow an exciting companies revenue and bottom line. I have 30 years in Financial Services and 5 in Construction/Home Improvement Sales. I have been a top achiever in both fields.

Dave Karandos's Current Company Details
Amos Exteriors - Indianapolis Roofing, Siding, Gutters, Windows. Commercial or R

Amos Exteriors - Indianapolis Roofing, Siding, Gutters, Windows. Commercial Or R

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Senior Sales Consultant
Indianapolis, IN, US
Website:
getchampion.com
Employees:
672
Dave Karandos Work Experience Details
  • Amos Exteriors - Indianapolis Roofing, Siding, Gutters, Windows. Commercial Or R
    Senior Sales Consultant
    Amos Exteriors - Indianapolis Roofing, Siding, Gutters, Windows. Commercial Or R
    Indianapolis, In, Us
  • Champion Windows & Home Exteriors
    Factory Sales Representative, Home Exterior Products
    Champion Windows & Home Exteriors Jan 2020 - Present
    United States
    Replacement Windows, Siding, Entry Doors, and Sunrooms
  • Rmr Wealth Management Llc, Dinosaur Financial Group, Prmg
    Senior Vice President, Financial Advisor, Cima
    Rmr Wealth Management Llc, Dinosaur Financial Group, Prmg Jan 2018 - Nov 2019
    3815 River Crossing Parkway, Suite 100, Indianapolis, In 46240
    I am an Investment Advisor Representative with RMR Wealth Management. My series 65 license for advise fee based business in held by RMR Wealth Management and they are an agency branch of my Broker Dealer, Dinosaur Securities.
  • Dinosaur Securities, Llc
    Registered Representative, Cima
    Dinosaur Securities, Llc Jul 2013 - Nov 2019
    Indianapolis, In
    Dinosaur Securities holds my Series 7 Securities license. Dinosaur Securities is based in New York. I am able to broker any and all registered securities through them. National Financial Services, a subsidiary of Fidelity is our custodian. For qualified investors, many alternative and Private investments are available as well as all traditional investments for all sizes of investors.
  • Paramount Residential Mortgage Group Inc. (Prmg Inc.)
    Senior Mortgage Loan Officer
    Paramount Residential Mortgage Group Inc. (Prmg Inc.) Feb 2018 - Aug 2019
    Indianapolis, In
  • Loanwise Financial
    Mortgage Loan Officer
    Loanwise Financial Jun 2017 - Feb 2018
    Indianapolis, Indiana Area
    Mortgage Loan Officer
  • Dlg Wealth Managment
    Financial Advisor
    Dlg Wealth Managment Feb 2014 - Jan 2018
    3815 River Crossing Parkway, Suite 100
    I am an Investment Advisor Representative with DLG Wealth Management. My series 65 license for advise fee based business in held by DLG Wealth and they are an agency branch of my Broker Dealer, Dinosaur Securities.
  • Private Client Advisors, Llc
    Senior Vice Presidet, Cima
    Private Client Advisors, Llc May 2012 - Jan 2014
    3815 River Crossing Parkway, Suite 100, Indianapolis, In 46240
    As an Independent RIA firm, Private Client Advisors and DMK Financial Services Group provides me with a wide array of services and solutions to assist clients in meeting your financial goals on a fee basis. Additionally, I have selected Fidelity to be my custodian of your assets, arguably the safest custodian in the United States . As such you will benefit from the strength and financial stability that Fidelity offers, while I, with the support of Private Client Advisors, serve as your independant financial advisor.
  • Gvc Mortgage, Inc.
    Mortgage Loan Originator
    Gvc Mortgage, Inc. Jun 2013 - Oct 2013
    Indianapols, In
    Mortgage Loan Origination
  • Cross Country Mortgage
    Mortgage Banker
    Cross Country Mortgage Jun 2012 - Jun 2013
    5645 Castlecreek Pkwy North, Indianapolis, In
    Strategic Consulting utilizing advanced lending solutions and comprehensive debt analysis combined with years of lending experience via the Dilger Group.
  • Morgan Stanley
    Senior Vice President, Financial Advisor
    Morgan Stanley Feb 2008 - Feb 2012
    I work with retiree's and small business owners through a planning based wealth management process. Wealth Accumulation, Wealth Preservation, and Wealth Distribution.
  • Ubs
    Vice President,
    Ubs May 2002 - Feb 2008
    Institutional Investment Management ConsultantRisk Measurement, Asset Alloction Modeling, Manager Search and Asset Measurment.
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Aug 1989 - May 2001
    Indianapolis, Indiana Area
    First Vice President, Financial Advisor, Institutional Investment Management Consultant. I serviced many Taft Hartley and Corporate Plans with Investment Policy Statement Development, Asset allocation Modeling, Investment Manager Search and performance monitoring.

Dave Karandos Skills

Wealth Management Investments Series 7 Asset Allocation Finance Financial Advisory Financial Services Securities Wealth Management Services Wealth Retirement Planning Loans Mortgage Lending Investment Advisory Series 65 Portfolio Management Series 63 Mutual Funds Wealth Accumulation Retirement Investment Strategies Alternative Investments Equities Insurance Strategic Financial Planning Banking Asset Management 401k Fixed Annuities Life Insurance Credit Uniform Combined State Law Risk Management Finra Hedge Funds Options Long Term Care Term Life Insurance Private Equity Separately Managed Accounts Employee Benefits Trading Valuation Capital Markets 401k Rollovers Residential Mortgages Bonds Iras Cash Management Etfs

Dave Karandos Education Details

Frequently Asked Questions about Dave Karandos

What company does Dave Karandos work for?

Dave Karandos works for Amos Exteriors - Indianapolis Roofing, Siding, Gutters, Windows. Commercial Or R

What is Dave Karandos's role at the current company?

Dave Karandos's current role is Senior Sales Consultant.

What is Dave Karandos's email address?

Dave Karandos's email address is dm****@****msn.com

What is Dave Karandos's direct phone number?

Dave Karandos's direct phone number is +131769*****

What schools did Dave Karandos attend?

Dave Karandos attended Indiana University Bloomington, Warren Central High School.

What are some of Dave Karandos's interests?

Dave Karandos has interest in Collecting Antiques, Exercise, Home Improvement, Reading, Shooting, Sports, The Arts, Golf, Home Decoration, Electronics.

What skills is Dave Karandos known for?

Dave Karandos has skills like Wealth Management, Investments, Series 7, Asset Allocation, Finance, Financial Advisory, Financial Services, Securities, Wealth Management Services, Wealth, Retirement Planning, Loans.

Who are Dave Karandos's colleagues?

Dave Karandos's colleagues are Matthew Peterson, Juanita Wilson, Blake Gentry, Gary Shults, Joey Simon, Alan Axelrod, Herb Adams.

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