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David Maher Email & Phone Number

Director of Trading, Financial Consultant at The Wealth Management Group
Location: Nashville Metropolitan Area, United States 5 work roles 1 school
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Current company
The Wealth Management Group
Role
Director of Trading, Financial Consultant
Location
Nashville Metropolitan Area, United States
Company size
2 employees

Who is David Maher? Overview

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Quick answer

David Maher is listed as Director of Trading, Financial Consultant at The Wealth Management Group, a with 2 employees, based in Nashville Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for David Maher.

David Maher previously worked as Financial Advisor at Northwestern Mutual and Director, Institutional Fixed Income Government and Agency Trader at Baird. David Maher holds Bachelor Of Arts - Ba, Corporate And Organizational Communication from Western Kentucky University.

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The Wealth Management Group

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Profile bio

About David Maher

David Maher is a Director of Trading, Financial Consultant at The Wealth Management Group. He possess expertise in trading, fixed income, portfolio management, investments, capital markets and 17 more skills.

Listed skills include Trading, Fixed Income, Portfolio Management, Investments, and 18 others.

Current workplace

David Maher's current company

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The Wealth Management Group
The Wealth Management Group
Director of Trading, Financial Consultant
4645 Village Square Dr,
Website
wmg.financial
Employees
2
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5 roles

David Maher work experience

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Director Of Trading, Financial Consultant

Current
The Wealth Management Group

Franklin, Tn

*** Licenses - Series 7, Series 63, Life and Health Insurance - Held with LPL Financial ***Trading, Operations, Relationship Management* Financial Planning for individuals and families. * Life Insurance Sales/Operations - Case design, application, support, operations and policy delivery.* Investment Operations.* Equity Trading.* Portfolio Rebalancing.* Fixed Income Proposal & Trading.* Client Portfolio Reviews & Meetings.* Investment Portfolio… Show more *** Licenses - Series 7, Series 63, Life and Health Insurance - Held with LPL Financial ***Trading, Operations, Relationship Management* Financial Planning for individuals and families. * Life Insurance Sales/Operations - Case design, application, support, operations and policy delivery.* Investment Operations.* Equity Trading.* Portfolio Rebalancing.* Fixed Income Proposal & Trading.* Client Portfolio Reviews & Meetings.* Investment Portfolio Reporting.* ACH, wires and journals.AboutThe financial consultants at The Wealth Management Group are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which the financial consultants affiliated with The Wealth Management Group are registered to do business, please visit www.the-wmg.com.Contact Infodavid.maher@the-wmg.comthe-wmg.com (Company Website)finra.org (Company Website)sipc.org (Company Website) Show less

Jun 2019 - Present

Financial Advisor

Northwestern Mutual

Nashville, Tennessee

Licenses - Series 7, Series 63, Life and Health Insurance

Aug 2018 - Jun 2019

Director, Institutional Fixed Income Government And Agency Trader

Baird

2001-2018 Baird Institutional Government, Agency and Commercial Paper TraderLicenses - Series 7, Series 63Strategically sourced, negotiated, positioned, hedged and marketed GSE Bonds/Treasury/Commercial Paper to 40+ institutional salespeople for municipalities, banks, money managers, ins co, trusts. Traded treasuries, GSE bullets, GSE callables, GSE step-ups, discount notes, commercial paper, Yankee CD, bid FFCB bullet auction, positioned new issue and secondary bonds… Show more 2001-2018 Baird Institutional Government, Agency and Commercial Paper TraderLicenses - Series 7, Series 63Strategically sourced, negotiated, positioned, hedged and marketed GSE Bonds/Treasury/Commercial Paper to 40+ institutional salespeople for municipalities, banks, money managers, ins co, trusts. Traded treasuries, GSE bullets, GSE callables, GSE step-ups, discount notes, commercial paper, Yankee CD, bid FFCB bullet auction, positioned new issue and secondary bonds, Manager of Dealer Master Agreements, compliance reporting, assist underwriting, maintain internal daily written and vocal government bond commentary to all institutional salespeople, participate on morning sales call.2006 - Baird Brand Champion2003-2005 Baird Junior Mortgage and Agency Trader2001-2003 Baird Trading Desk AssistantSeries 7, Series 63 Show less

Mar 2001 - Jun 2018

Client Services

Investment Scorecard

Nashville, Tn

Customer service and portfolio performance reporting

Oct 2000 - Mar 2001

Money Market Trader

J.C. Bradford

Greater Nashville Area, Tn

Trading Desk Assistant 1997-2000Money Market Trader 1997-2000Commercial Paper/Discount Note/Repo Daily reinvested J.C. Bradford MMKT fund in commercial paper and discount notesSecurities Lending Rep 1995-1997Prime Broker Clerk 1994-1995Fed Wire Settlements 1994-1995

Apr 1994 - Sep 2000
1 education record

David Maher education

FAQ

Frequently asked questions about David Maher

Quick answers generated from the profile data available on this page.

What company does David Maher work for?

David Maher works for The Wealth Management Group.

What is David Maher's role at The Wealth Management Group?

David Maher is listed as Director of Trading, Financial Consultant at The Wealth Management Group.

Where is David Maher based?

David Maher is based in Nashville Metropolitan Area, United States while working with The Wealth Management Group.

What companies has David Maher worked for?

David Maher has worked for The Wealth Management Group, Northwestern Mutual, Baird, Investment Scorecard, and J.C. Bradford.

How can I contact David Maher?

You can use AeroLeads to view verified contact signals for David Maher at The Wealth Management Group, including work email, phone, and LinkedIn data when available.

What schools did David Maher attend?

David Maher holds Bachelor Of Arts - Ba, Corporate And Organizational Communication from Western Kentucky University.

What skills is David Maher known for?

David Maher is listed with skills including Trading, Fixed Income, Portfolio Management, Investments, Capital Markets, Securities, Bonds, and Bloomberg.

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