Financial Advisor
Current
Apr 2023 - Present
AeroLeads people directory · profile
David Given Email & Phone Number
Financial Planning | Investment Management | Curtis Advisory Group, LLC
at
Curtis Advisory Group, LLC
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning | Investment Management | Curtis Advisory Group, LLC
Location
Santa Barbara, California, United States
Company size
Who is David Given? Overview
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Quick answer
David Given is listed as Financial Planning | Investment Management | Curtis Advisory Group, LLC at Curtis Advisory Group, LLC, a company with 2 employees, based in Santa Barbara, California, United States. AeroLeads shows a matched LinkedIn profile for David Given.
David Given previously worked as Financial Advisor at Curtis Advisory Group, Llc and Director at Davies. David Given holds Ba, English from Gordon College.
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Curtis Advisory Group, LLC
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Profile bio
About David Given
Taking care of your financial details, so you can focus on what matters.
Current workplace
David Given's current company
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Curtis Advisory Group, Llc
10 roles · 21 years
David Given work experience
A career timeline built from the work history available for this profile.
Director
Lead a cohesive team who passionately works for our clients and cares deeply about each other first and foremost.Oversee the graphic arm of Davies to simplify complex projects and tell a motivating, compelling story using fact books, multimedia presentations, project videos and other medium.
Jul 2017 - Mar 2023
Senior Project Manager
Ensured flawless tactical operations for all Davies clients. Managing all outreach via phone, mail and email, as well as digital and social media campaigns.Managed transition to new online database, providing new capabilites, tieing each project database into social media accounts and internalizing every contact point with community members.
Mar 2015 - Jun 2017
Project Manager
Organized logistics and staffed community events for projects across the county from small group and one-on-one meetings to family-focused, supporter “thank you” events for 1,500 people.Ran the digital campaign for Yes on A in Napa, CA to bring homes and a Costco to a former industrial site. Garnered more than 3,500 page likes in six weeks with 1,400 likes.
Apr 2014 - Feb 2015
Senior Project Coordinator
Coordinated day-to-day operations for client projects. Managing interns and temps to mail, call and email local community members to disseminate messaging, garner feedback and answer questions.Developed comprehensive database of thought leaders, active community members and likely supporters for every new project across four industries. Managed online.
May 2012 - Mar 2014
Project Coordinator
Mar 2011 - Apr 2012
Project Assistant
Jan 2010 - Feb 2011
Business Development Assistant
Oct 2008 - Dec 2009
Teacher
El Montecito School
Sep 2006 - Jun 2008
2005 - 2008
~3 yrs
1 education record
David Given education
FAQ
Frequently asked questions about David Given
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What company does David Given work for?
David Given works for Curtis Advisory Group, LLC.
What is David Given's role at Curtis Advisory Group, LLC?
David Given is listed as Financial Planning | Investment Management | Curtis Advisory Group, LLC at Curtis Advisory Group, LLC.
Where is David Given based?
David Given is based in Santa Barbara, California, United States while working with Curtis Advisory Group, LLC.
What companies has David Given worked for?
David Given has worked for Curtis Advisory Group, Llc, Davies, El Montecito School, and Santa Barbara Soccer Club.
Who are David Given's colleagues at Curtis Advisory Group, LLC?
David Given's colleagues at Curtis Advisory Group, LLC include Ryan Curtis and Joshua Hayes, Cfp®.
How can I contact David Given?
You can use AeroLeads to view verified contact signals for David Given at Curtis Advisory Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did David Given attend?
David Given holds Ba, English from Gordon College.
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