David Macdonald

David Macdonald Email and Phone Number

Financial Advisor @ MGMA
englewood, colorado, united states
David Macdonald's Location
Portsmouth, Rhode Island, United States, United States
David Macdonald's Contact Details
About David Macdonald

Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight, and capability. Contact me to discuss your financial future.Retired Surface Warfare Officer United States Navy. Master's Degree and Military specialty Financial Management. Master Thesis and concentrated study, "Military Compensation-Problems and Prospects." Naval Post Graduate School. Military retirement specialist.Risk Management Instructor and Facilitator.CERTIFIED FINANCIAL PLANNER TM CertificateFocus: Military/Government compensation and retirement planning.For securities: I am licensed to sell securities in: RI, PA, MA,VA,FL. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC., Member SIPC. Baystate Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory address: 1 Marina Park Drive, 16th Floor, Boston MA 02210 617-585-4500

David Macdonald's Current Company Details
MGMA

Mgma

View
Financial Advisor
englewood, colorado, united states
Website:
mgma.com
Employees:
240
David Macdonald Work Experience Details
  • National Association Of Active And Retired Federal Employees
    President, Rhode Island Federation
    National Association Of Active And Retired Federal Employees May 2012 - Present
    Rhode Island
  • New England Based Company
    Financial Representative
    New England Based Company Nov 2012 - Present
    Middletown Rhode Island
  • Mgma
    Member/Speaker
    Mgma Feb 2015 - Present
    New England
  • Senedia
    Member
    Senedia 2012 - Present
  • Usna Alumni Association
    Alumni
    Usna Alumni Association 1986 - Present
  • Csri
    Financial Advisor
    Csri 2013 - 2016
  • Rioa
    Financial Advisor
    Rioa 2013 - 2016
  • Shrm
    Attendee
    Shrm 2010 - 2014
  • Edward Jones Investments
    Financial Advisor
    Edward Jones Investments Jun 2009 - Oct 2012
    Financial Advisor
  • Surface Warfare Officers School
    Senior Engineering/Damage Control/Risk Management Instructor
    Surface Warfare Officers School Apr 2006 - May 2009
    Trained over 2500 Naval Officers of all positions in leadership, tactics, engineering, and safety, providing direction and guidance for success in challenging jobs in U.S. Navy ships.
  • Us Navy
    Officer
    Us Navy May 1990 - May 2009
    Surface Warfare Officer/Financial Management/Instructor
  • Uss Nimitz Cvn
    Damage Control Department Head
    Uss Nimitz Cvn Sep 2004 - Mar 2006
    Overall responsible for the Damage Control Training and readiness of 4500 personnel, the maintenance of all Damage Control equipment and repair stations during war time, while operating in the Persian Gulf, the Indian Ocean, and the Eastern and Western Pacific areas of operation.Developed, programmed, and executed an engineering department annual maintenance and supply budget of more than 10 million dollars.
  • Surface Warfare Officers School
    Leadership Instructor
    Surface Warfare Officers School Feb 2002 - Sep 2004
    Trained over 600 Naval Officers in U.S. Navy Intermediate Officer Leadership and Warfare procedures, tactics, and capabilities in preparation for challenging positions as Department Heads on U.S. Navy ships.Developed, reviewed, and assessed plans for implementing changes to U.S. Navy training during the Navy's Revolution in Training, outlining the requirements for defining the knowledge, skills, and abilities required of Naval Officers.Supervised all phases of the process mapping for… Show more Trained over 600 Naval Officers in U.S. Navy Intermediate Officer Leadership and Warfare procedures, tactics, and capabilities in preparation for challenging positions as Department Heads on U.S. Navy ships.Developed, reviewed, and assessed plans for implementing changes to U.S. Navy training during the Navy's Revolution in Training, outlining the requirements for defining the knowledge, skills, and abilities required of Naval Officers.Supervised all phases of the process mapping for the Navy's Personnel Development Advisory Group, the keystone process enabling the alignment of Navy training resources with fleet requirements.Pioneered the Navy Personnel Development Command Activity Based Cost Accounting model to track accrued costs relevant to the Navy's Revolution in Training. Show less
  • Destroyer Squadron
    Maintenance/Material Officer
    Destroyer Squadron Jul 2000 - Jan 2002
    Planned and coordinated all maintenance and logistic requirements for seven squadron ships.Managed and supervised the squadron building facilities maintenance, cleanliness, and appearance.Coordinated squadron budgets to maximize available resources and protect readiness during a time of increased security requirements and short notice operations.
  • Uss Nicholson Dd
    Engineering Department Head
    Uss Nicholson Dd Jun 1999 - Jul 2000
    Lead and managed an Engineering Department of 60 personnel through a U.S. Navy Maintenance period and training workup cycle in preparation for an overseas deployment. Maintained plant and equipment valued in excess of 300 million dollars and increased operational efficiency by over 75%.
  • Uss Ramage Ddg
    Fire Control Officer
    Uss Ramage Ddg Feb 1994 - May 1996
    Lead and managed a Division of 40 personnel during construction, system testing and certification, and ship trials leading up to the ship's first overseas deployment.Maintained the Navy's state of the art tactical system in 100% operational readiness.
  • Uss Ticonderoga Cg
    Damage Control Assistance/Repair Officer
    Uss Ticonderoga Cg Feb 1991 - Feb 1994
    Lead and managed a Division of 55 personnel during an extended deployment, three mini-deployments, a major overhaul period, and post-overhaul testing and certification.

David Macdonald Skills

Personal Financial Planning Retirement Funding Alternatives Risk Management Navy Military Security Clearance Team Building Process Improvement Operations Management Operational Planning

David Macdonald Education Details

Frequently Asked Questions about David Macdonald

What company does David Macdonald work for?

David Macdonald works for Mgma

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

David Macdonald's current role is Financial Advisor.

What is David Macdonald's email address?

David Macdonald's email address is dm****@****ial.com

What is David Macdonald's direct phone number?

David Macdonald's direct phone number is +140186*****

What schools did David Macdonald attend?

David Macdonald attended United States Naval Academy, Bryant University, U.s. Naval Post Graduate School, United States Naval Academy.

What skills is David Macdonald known for?

David Macdonald has skills like Personal Financial Planning, Retirement Funding Alternatives, Risk Management, Navy, Military, Security Clearance, Team Building, Process Improvement, Operations Management, Operational Planning.

Who are David Macdonald's colleagues?

David Macdonald's colleagues are Chris Allen, Anna Bergstrom, Nha Huynh, Lori Buster, Annie Hirschenson, Emily Haigh, Christy Summers.

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