Perfil
Mr. Daniel P.
Gale is a Vice President at King Wealth Management Group LLC.
He co-founded the firm in February 2012.
Mr. Gale professional career started with Dime Savings Bank (Citizens Bank), where he developed his financial service skills and desire to educate people on the importance of financial planning.
He later joined Fleet Bank (Bank of America), where he spent the ten years expanding his knowledge of personal finance and trust services.
He continued his career as a Senior Portfolio Manager with Smith Barney (Morgan Stanley).
Mr. Gale received his undergraduate degree from Keuka College.
He holds the Certified Trust & Financial Advisor designation from The Institute of Certified Bankers.
Cargos activos de Dan Gale
| Empresas | Cargo | Inicio |
|---|---|---|
King Wealth Management Group LLC
 King Wealth Management Group LLC Investment ManagersFinance King Wealth Management Group LLC (King Wealth Management) is an independent, SEC-registered investment advisor headquartered in Sarasota Springs, New York. The firm was founded in 2012 by Lawrence E. King and Daniel P. Gale. King Wealth Management provides investment management services for individuals, families and institutions. | Fundador | 01/02/2012 |
Antiguos cargos conocidos de Dan Gale.
| Empresas | Cargo | Fin |
|---|---|---|
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | 01/01/2011 |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Corporate Officer/Principal | - |
The Dime Savings Bank of New York, FSB
 The Dime Savings Bank of New York, FSB Savings BanksFinance The Dime Savings Bank of New York, FSB is based in New York, NY. The Dime Savings Bank of New York, FSB is a federally chartered savings institution. | Corporate Officer/Principal | - |
Formación de Dan Gale.
| Keuka College | Undergraduate Degree |
Experiencias
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
The Dime Savings Bank of New York, FSB
The Dime Savings Bank of New York, FSB Savings BanksFinance The Dime Savings Bank of New York, FSB is based in New York, NY. The Dime Savings Bank of New York, FSB is a federally chartered savings institution. | Finance |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
King Wealth Management Group LLC
King Wealth Management Group LLC Investment ManagersFinance King Wealth Management Group LLC (King Wealth Management) is an independent, SEC-registered investment advisor headquartered in Sarasota Springs, New York. The firm was founded in 2012 by Lawrence E. King and Daniel P. Gale. King Wealth Management provides investment management services for individuals, families and institutions. | Finance |
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