David Gottesman
Director of Investment Strategies for Mark O\'Sickey, Aegis Consulting - Solon OH
- Role
- Director of Investment Strategies for Mark o\'sickey, Aegis Consulting at Aegis Consulting Group, Llc
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About David Gottesman
Dave joined Aegis in 2024, after working with the founding members of the firm for nearly…
Experience
Director of Investment Strategies for Mark o\'sickey, Aegis Consulting
Jul 2024 — Present · Minneapolis, MN, US
At Aegis Consulting, I work with our Advisors to identify, research and implement Investment Strategies that align with our clients’ pursuit of the goals and objectives they have developed through comprehensive Financial Planning. I joined Aegis in July of 2024, after working with the founding members of the firm for nearly two decades as an outside resource and third-party asset manager.Securities offered through Commonwealth Financial Network®, member / Financial professional associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA\'s BrokerCheck for a list of current registrations. Review our Terms of Use: Consulting, 30700 Bainbridge Road, Suite A, Solon, OH 44139,(44••••••60
Education
Lawrence University
BS, Psychology
1992 — 1996
Skills
- Investments
- Consultative Sales Management
- Mutual Fund Marketing
- Premium Financing
- Wealth Management Services
- Fund of Funds
- New Business Development
- Asset Managment
- Options Strategies
- Asset Allocation
- Mutual Funds
- Risk Management
- Sales Management
- Life Insurance
- Hedge Funds
- Advanced Life Insurance Planning
- Alternative Investments
- Equities
- Asset Management
- Securities
- Estate Planning
- Hedging
- Collateralization
- Team Leadership
- Investment Management
- Monetization
- Portfolio Management
- Fixed Income Strategies
- Financial Analysis
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