David Maher

David Maher Email and Phone Number

Director of Trading, Financial Consultant @ The Wealth Management Group
4645 Village Square Dr,
David Maher's Location
Nashville Metropolitan Area, United States
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.

David Maher's Current Company Details
The Wealth Management Group

The Wealth Management Group

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Director of Trading, Financial Consultant
4645 Village Square Dr,
Website:
wmg.financial
Employees:
2
David Maher Work Experience Details
  • The Wealth Management Group
    Director Of Trading, Financial Consultant
    The Wealth Management Group Jun 2019 - Present
    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
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  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Aug 2018 - Jun 2019
    Nashville, Tennessee
    Licenses - Series 7, Series 63, Life and Health Insurance
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  • Baird
    Director, Institutional Fixed Income Government And Agency Trader
    Baird Mar 2001 - Jun 2018
    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
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  • Investment Scorecard
    Client Services
    Investment Scorecard Oct 2000 - Mar 2001
    Nashville, Tn
    Customer service and portfolio performance reporting
  • J.C. Bradford
    Money Market Trader
    J.C. Bradford Apr 1994 - Sep 2000
    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

David Maher Skills

Trading Fixed Income Portfolio Management Investments Capital Markets Securities Bonds Bloomberg Financial Markets Sales Broker Dealer Broker Dealer Operations Financial Services Finance Financial Analysis Financial Risk Gse Hedging Treasury Treasury Management Treasury Services Risk Management

David Maher Education Details

Frequently Asked Questions about David Maher

What company does David Maher work for?

David Maher works for The Wealth Management Group

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

David Maher's current role is Director of Trading, Financial Consultant.

What schools did David Maher attend?

David Maher attended Western Kentucky University.

What skills is David Maher known for?

David Maher has skills like Trading, Fixed Income, Portfolio Management, Investments, Capital Markets, Securities, Bonds, Bloomberg, Financial Markets, Sales, Broker Dealer, Broker Dealer Operations.

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