David Birnbaum

David Birnbaum Email and Phone Number

Senior Vice President - Investments and PIM Portfolio Manager and Financial Advisor @ Wells Fargo Advisors
New York, NY, US
David Birnbaum's Location
New York City Metropolitan Area, United States
David Birnbaum's Contact Details

David Birnbaum work email

David Birnbaum personal email

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About David Birnbaum

Comprehensive investment planning:Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is an ongoing process. As your life circumstances change, so must the investment strategies that I use in order to stay on course towards meeting your objectives. That is why I work with you, your CPA and attorney to design investment strategies targeted to your specific needs and goals. As a PIM portfolio manager, I can build and manage your portfolio in line with your objectives. I also offer Corporate Executive Services, Insurance Design and Pension Strategies. The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000. Heritage of client service:Wells Fargo Advisors, which traces its roots to 1879, grew over the years through mergers with some of the industry’s most respected regional and national firms. Throughout their histories, our predecessor firms were known for exceptional service based on trust and knowledge and for cultures that put client needs above all else. Wells Fargo Advisors offers an objective and holistic approach that provides ongoing financial strategies for all aspects of our clients’ lives. This information is intended for use by residents of AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, ME, MI, MO, NC, NJ, NY, PA, RI, SC, TX, VA, and VT only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

David Birnbaum's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

View
Senior Vice President - Investments and PIM Portfolio Manager and Financial Advisor
New York, NY, US
Employees:
14520
David Birnbaum Work Experience Details
  • Wells Fargo Advisors
    Senior Vice President - Investments And Pim Portfolio Manager And Financial Advisor
    Wells Fargo Advisors
    New York, Ny, Us
  • Wells Fargo Advisors
    Senior Vice President - Investments / Pim Portfolio Manager / Financial Advisor
    Wells Fargo Advisors 2016 - Present
    White Plains, New York
    I joined Wells Fargo Advisors as a Financial Advisor, Senior Vice President - Investments and as a PIM Portfolio Manager in April 2016. My practice focuses on being the preferred financial services provider to high net worth individuals, entities and their legal and accounting firms nationwide.
  • Oppenheimer & Co. Inc.
    Executive Director- Investments / Omega Portfolio Manager
    Oppenheimer & Co. Inc. 2007 - 2016
    White Plains, Ny
  • Smith Barney
    Senior Vice President - Investments
    Smith Barney 2001 - 2007
    Scarsdale, New York
  • Romark Sa
    Chairman And President
    Romark Sa 1989 - 1992
    International

David Birnbaum Skills

Pim Portfolio Manager

David Birnbaum Education Details

Frequently Asked Questions about David Birnbaum

What company does David Birnbaum work for?

David Birnbaum works for Wells Fargo Advisors

What is David Birnbaum's role at the current company?

David Birnbaum's current role is Senior Vice President - Investments and PIM Portfolio Manager and Financial Advisor.

What is David Birnbaum's email address?

David Birnbaum's email address is da****@****ors.com

What schools did David Birnbaum attend?

David Birnbaum attended University At Buffalo.

What skills is David Birnbaum known for?

David Birnbaum has skills like Pim Portfolio Manager.

Who are David Birnbaum's colleagues?

David Birnbaum's colleagues are Chris Beeman, Kim Morrow, Munther "mike" Abdallah, Juliet Skaggs, Vivian M. Burch, Aams®, Ralph T Albers, Steve Press.

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