David Given

David Given Email and Phone Number

Financial Planning | Investment Management | Curtis Advisory Group, LLC @ Curtis Advisory Group, LLC
santa barbara, california, united states
David Given's Location
Santa Barbara, California, United States, United States
About David Given

Taking care of your financial details, so you can focus on what matters.

David Given's Current Company Details
Curtis Advisory Group, LLC

Curtis Advisory Group, Llc

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Financial Planning | Investment Management | Curtis Advisory Group, LLC
santa barbara, california, united states
Employees:
2
David Given Work Experience Details
  • Curtis Advisory Group, Llc
    Financial Advisor
    Curtis Advisory Group, Llc Apr 2023 - Present
    Santa Barbara, California, United States
  • Davies
    Director
    Davies Jul 2017 - Mar 2023
    Santa Barbara, California Area
    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.
  • Davies
    Senior Project Manager
    Davies Mar 2015 - Jun 2017
    Santa Barbara, California Area
    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.
  • Davies
    Project Manager
    Davies Apr 2014 - Feb 2015
    Santa Barbara, California Area
    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 and 113 shares on the final victory announcement post.
  • Davies
    Senior Project Coordinator
    Davies May 2012 - Mar 2014
    Santa Barbara, California Area
    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 database and tracked each interaction with every engaged community member.
  • Davies
    Project Coordinator
    Davies Mar 2011 - Apr 2012
    Santa Barbara, California Area
  • Davies
    Project Assistant
    Davies Jan 2010 - Feb 2011
    Santa Barbara, California Area
  • Davies
    Business Development Assistant
    Davies Oct 2008 - Dec 2009
    Santa Barbara, California Area
  • El Montecito School
    Teacher
    El Montecito School Sep 2006 - Jun 2008
  • Santa Barbara Soccer Club
    Coach
    Santa Barbara Soccer Club 2005 - 2008

David Given Education Details

Frequently Asked Questions about David Given

What company does David Given work for?

David Given works for Curtis Advisory Group, Llc

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

David Given's current role is Financial Planning | Investment Management | Curtis Advisory Group, LLC.

What schools did David Given attend?

David Given attended Gordon College.

Who are David Given's colleagues?

David Given's colleagues are Joshua Hayes, Cfp®, Ryan Curtis.

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