David Kahn
Sr. Wealth Manager
- Role
- Sr Wealth Manager at Signature Wealth Strategies
- Location
- Clearwater, FL, US
- LinkedIn followers
- 500 followers
About David Kahn
For more than 20 years I have specialized in helping individuals plan for a successful retirement and assisted them with estate planning for them and their families. In order to further help people with financial planning, I also taught adult education classes on retirement planning at St. Petersburg College as well as government and corporate sponsored classes. I entered this profession in 1992 and became a CERTIFIED FINANCIAL PLANNER™ professional in 1997. I then founded Kahn Financial Group and affiliated with Raymond James Financial Services in and have continued helping people with financial planning to this day.
Experience
Sr Wealth Manager
Feb 2020 — Present
Education
University of Michigan
Bachelor of Arts (BA)
1966 — 1970
University of South Carolina
Bachelor's degree, Business, Management, Marketing
Darla Moore School of Business at the University of South Carolina
Bachelor's degree, Business, Management, Marketing
Skills
- Product Marketing
- Sales Management
- Microsoft Office
- Sales
- Sales Operations
- Human Resources
- Customer Service
- Microsoft Excel
- Powerpoint
- Marketing
- Market Research
- Leadership
- Event Planning
- Cold Calling
- Healthcare
- New Business Development
- Strategic Planning
- Project Management
- Product Development
- Social Media
- Crm
- Microsoft Word
- Public Speaking
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.