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David Fullam, Cfp®, Mba Email & Phone Number
Head of Investment Solutions and Platforms
at
Peapack Private Bank & Trust
1 work email found
@pgbank.com
2 phones found area 908
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Investment Solutions and Platforms
Location
Whitehouse Station, New Jersey, United States
Company size
Who is David Fullam, Cfp®, Mba? Overview
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Quick answer
David Fullam, Cfp®, Mba is listed as Head of Investment Solutions and Platforms at Peapack Private Bank & Trust, a company with 5 employees, based in Whitehouse Station, New Jersey, United States. AeroLeads shows a work email signal at pgbank.com, phone signal with area code 908, and a matched LinkedIn profile for David Fullam, Cfp®, Mba.
David Fullam, Cfp®, Mba previously worked as Managing Director, Portfolio Manager at Peapack-Gladstone Bank Private Banking Since 1921 and AVP, Portfolio Manager at Peapack-Gladstone Bank Private Banking Since 1921. David Fullam, Cfp®, Mba holds Master Of Business Administration - Mba, Finance from University Of Hartford.
Company email context
Email format at Peapack Private Bank & Trust
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*@pgbank.com
68% confidence
AeroLeads found 1 current-domain work email signal for David Fullam, Cfp®, Mba. Compare company email patterns before reaching out.
Profile bio
About David Fullam, Cfp®, Mba
Graduate in Economics and Finance with strong research and writing skills. My focus is in the financial market, specifically analytics for the business operations and asset management. I am knowledgeable of FSA, FPC and international portfolios rules and regulations.
Listed skills include Finance, Customer Service, Management, Microsoft Excel, and 25 others.
Current workplace
David Fullam, Cfp®, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
Peapack Private Bank & Trust
7 roles
David Fullam, Cfp®, Mba work experience
A career timeline built from the work history available for this profile.
Managing Director, Portfolio Manager
Current
Apr 2020 - Present
Avp, Portfolio Manager
Jun 2016 - Apr 2020
Assistant Cashier/Investment Analyst
Feb 2015 - Jun 2016
Managing Director, Portfolio Manager
Murphy Capital Management Inc
Apr 2020 - Jul 2022
Portfolio Manager
Murphy Capital Management Inc
Jul 2019 - Apr 2020
Licensed Insurance Agent
- Possessing ability to communicate complex and sensitive personal information in an understandable form to clients. Delivered weekly summaries to upper management debriefing on client portfolios.
- Obtained $2,200 in commission during a 9 week internship
- Training in compliance, retirement planning, long-term care, gap insurance, underwriting, annuity plans and customer service
- Serviced clients by evaluating gaps and gathering appropriate information. Enhanced current client list through referrals while promoting corporate values and reputation.
May 2014 - Sep 2014
2 education records
David Fullam, Cfp®, Mba education
Master Of Business Administration - Mba, Finance
University Of Hartford
Bachelor'S Degree, Economics And Finance.
University Of Hartford
FAQ
Frequently asked questions about David Fullam, Cfp®, Mba
Quick answers generated from the profile data available on this page.
What company does David Fullam, Cfp®, Mba work for?
David Fullam, Cfp®, Mba works for Peapack Private Bank & Trust.
What is David Fullam, Cfp®, Mba's role at Peapack Private Bank & Trust?
David Fullam, Cfp®, Mba is listed as Head of Investment Solutions and Platforms at Peapack Private Bank & Trust.
What is David Fullam, Cfp®, Mba's email address?
AeroLeads has found 1 work email signal at @pgbank.com for David Fullam, Cfp®, Mba at Peapack Private Bank & Trust.
What is David Fullam, Cfp®, Mba's phone number?
AeroLeads has found 2 phone signal(s) with area code 908 for David Fullam, Cfp®, Mba at Peapack Private Bank & Trust.
Where is David Fullam, Cfp®, Mba based?
David Fullam, Cfp®, Mba is based in Whitehouse Station, New Jersey, United States while working with Peapack Private Bank & Trust.
What companies has David Fullam, Cfp®, Mba worked for?
David Fullam, Cfp®, Mba has worked for Peapack Private Bank & Trust, Peapack-Gladstone Bank Private Banking Since 1921, Murphy Capital Management Inc, and Bankers Life And Casualty Company.
How can I contact David Fullam, Cfp®, Mba?
You can use AeroLeads to view verified contact signals for David Fullam, Cfp®, Mba at Peapack Private Bank & Trust, including work email, phone, and LinkedIn data when available.
What schools did David Fullam, Cfp®, Mba attend?
David Fullam, Cfp®, Mba holds Master Of Business Administration - Mba, Finance from University Of Hartford.
What skills is David Fullam, Cfp®, Mba known for?
David Fullam, Cfp®, Mba is listed with skills including Finance, Customer Service, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Insurance, and Investments.
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