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David Damm

David Damm

Human Resource Director/Account Manager

Followers of David Damm440 followers
location of David DammGreenville, North Carolina, United States

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  • Timeline

  • About me

    Managing Partner and Co-founder Carolina Wealth Management, Inc

  • Education

    • Northwest Guilford High School

      -

    • East Carolina University - College of Business

      1996 - 1998
      MBA Finance

    • Appalachian State University

      1988 - 1992
      BS Criminal Justice

  • Experience

    • Guardsmark

      Mar 1993 - May 1997
      Human Resource Director/Account Manager

    • Kiely Financial Services, Inc

      Jan 1998 - Apr 2004
      Investment Advisor Representative

    • Carolina Wealth Managemnent, Inc

      Apr 2004 - now
      Co Founder/CEO

      As your fiduciary, I sit at the same side of the table as you, my client. I will work with you to help better manage your investment portfolio by reviewing fees, diversification and performance. I also serve as a liaison with other professional advisors in the area of tax, estate and charitable planning to give you a full service advice for your financial well being.I am certified as an Accredited Investment Fiduciary (AIF), by the Center for Fiduciary Studies in association with the University of Pittsburgh's Center for Executive Education. AIF designees are trained in investment fiduciary responsibility and portfolio management. Show less

  • Licenses & Certifications

    • AIF

      Fi360