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G. David Hershey Email & Phone Number

Compliance and Operations Specialist at Atlas Private Wealth Management, LLC
Location: Albany, New York, United States 4 work roles 1 school
1 work email found @atlaspwm.com 1 phone found area 518 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email g****@atlaspwm.com
Direct phone (518) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Atlas Private Wealth Management, LLC
Role
Compliance and Operations Specialist
Location
Albany, New York, United States
Company size
28 employees

Who is G. David Hershey? Overview

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Quick answer

G. David Hershey is listed as Compliance and Operations Specialist at Atlas Private Wealth Management, LLC, a company with 28 employees, based in Albany, New York, United States. AeroLeads shows a work email signal at atlaspwm.com, phone signal with area code 518, and a matched LinkedIn profile for G. David Hershey.

G. David Hershey previously worked as Compliance & Operations Specialist at Atlas Private Wealth Management, Llc and Compliance & Operations Analyst at Atlas Private Wealth Management, Llc. G. David Hershey holds Bachelor'S Degree, Political Science And Government from Syracuse University.

Company email context

Email format at Atlas Private Wealth Management, LLC

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{first_initial}{last}@atlaspwm.com
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AeroLeads found 1 current-domain work email signal for G. David Hershey. Compare company email patterns before reaching out.

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Profile bio

About G. David Hershey

Compliance & Operations Analyst working in the financial services industry with previous experience as an Investment & Planning Analyst, with an additional background in trust and estate. Works in a high paced environment, easily establishes relationships, known for being responsive, ethical, and level headed. Always looking to be of assistance, solution oriented with client focused mentality. Strong attention to detail works individually and enjoys a team setting.

Listed skills include Microsoft Office, Client Focused, Microsoft Word, Project Management, and 3 others.

Current workplace

G. David Hershey's current company

Company context helps verify the profile and gives searchers a useful next step.

Atlas Private Wealth Management, LLC
Atlas Private Wealth Management, Llc
Compliance and Operations Specialist
albany, new york, united states
Website
atlaspwm.com
Employees
28
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Company profile
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4 roles · 24 years

G. David Hershey work experience

A career timeline built from the work history available for this profile.

Senior Analyst

The Ayco Company, L.P.

Albany, New York Area

  • Tasked in part with coordinating the day to day oversight and management of funded client trusts as well as assisting clients, beneficiaries, account managers, trust officers and drafting attorneys with questions or.
  • Assisted with the growth of current and future book of business for Ayco Trust Advisory Service.
  • Achieved positive outcomes, strengthened overall client and beneficiary relationship.
  • Data management and tracking, document review, assisting with the account opening process, scheduling ATAS Investment Committee Meetings.
  • Material preparation, reports, drafting memos, letters, conducted in house training on the Ayco Trust Advisory Service.
  • Provided assistance with client long term estate plan.
2002 - 2016 ~14 yrs
Team & coworkers

Colleagues at Atlas Private Wealth Management, LLC

Other employees you can reach at atlaspwm.com. View company contacts for 28 employees →

JD J Durkee J Durkee Colleague at Atlas Private Wealth Management, LlcWilliamstown, Massachusetts, United States, United States View → CS Christine Suozzi, Cfp® Christine Suozzi, Cfp® Colleague at Atlas Private Wealth Management, LlcAlbany, New York, United States, United States View → EM Edward Mccarthy Edward Mccarthy Colleague at Atlas Private Wealth Management, LlcAlbany, New York Metropolitan Area, United States View → RP Robert Palmer, Cfp®, Ricp® Robert Palmer, Cfp®, Ricp® Colleague at Atlas Private Wealth Management, LlcAlbany, New York Metropolitan Area, United States View → LB Lisa Britton Lisa Britton Colleague at Atlas Private Wealth Management, LlcAlbany, New York Metropolitan Area, United States View → KK Kimberly Kidder Kimberly Kidder Colleague at Atlas Private Wealth Management, LlcMassachusetts, United States, United States View → BB Barnaby Bullard Barnaby Bullard Colleague at Atlas Private Wealth Management, LlcAlbany, New York, United States, United States View → CO Colin O'Connor Colin O'Connor Colleague at Atlas Private Wealth Management, LlcMassachusetts, United States, United States View → BS Bill Schmick Bill Schmick Colleague at Atlas Private Wealth Management, LlcHillsdale, New York, United States, United States View → BO Bryan O'Keefe Bryan O'Keefe Colleague at Atlas Private Wealth Management, LlcBillerica, Massachusetts, United States, United States View →
1 education record

G. David Hershey education

  • Syracuse University
    Syracuse University
    Political Science And Government
FAQ

Frequently asked questions about G. David Hershey

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

What company does G. David Hershey work for?

G. David Hershey works for Atlas Private Wealth Management, LLC.

What is G. David Hershey's role at Atlas Private Wealth Management, LLC?

G. David Hershey is listed as Compliance and Operations Specialist at Atlas Private Wealth Management, LLC.

What is G. David Hershey's email address?

AeroLeads has found 1 work email signal at @atlaspwm.com for G. David Hershey at Atlas Private Wealth Management, LLC.

What is G. David Hershey's phone number?

AeroLeads has found 1 phone signal(s) with area code 518 for G. David Hershey at Atlas Private Wealth Management, LLC.

Where is G. David Hershey based?

G. David Hershey is based in Albany, New York, United States while working with Atlas Private Wealth Management, LLC.

What companies has G. David Hershey worked for?

G. David Hershey has worked for Atlas Private Wealth Management, Llc and The Ayco Company, L.P..

Who are G. David Hershey's colleagues at Atlas Private Wealth Management, LLC?

G. David Hershey's colleagues at Atlas Private Wealth Management, LLC include J Durkee, Christine Suozzi, Cfp®, Edward Mccarthy, Robert Palmer, Cfp®, Ricp®, and Lisa Britton.

How can I contact G. David Hershey?

You can use AeroLeads to view verified contact signals for G. David Hershey at Atlas Private Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did G. David Hershey attend?

G. David Hershey holds Bachelor'S Degree, Political Science And Government from Syracuse University.

What skills is G. David Hershey known for?

G. David Hershey is listed with skills including Microsoft Office, Client Focused, Microsoft Word, Project Management, Training, Data Management, and Trust Services.

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