David Kjellman

VP, Senior Trader at GeoWealth - Chicago, IL, US

David Kjellman's Colleagues at GeoWealth
John Starnes

SVP, Business Development

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Benjamin Avis

VP, Operations

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Jennifer Wing

SVP, Head of Asset Management

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Alex CFA

VP, Portfolio Management

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Eric Barr

SVP - Business Dev.

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Evan Lieberman

VP, Chief Compliance Officer

Contact Evan Lieberman

Katie (Bomher)

VP, Marketing

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David Kjellman's Contact Details
Email (Verified)
***@geowealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
312-219-9160
Location
Company
GeoWealth
David Kjellman's Company Details
GeoWealth logo, GeoWealth contact details

GeoWealth

Chicago, IL, US • 100 - 249 Employees
Financial Services

GeoWealth is a leading provider of wealth management technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with intricate knowledge of all stages of the wealth management lifecycle. Get in touch to learn more or schedule a live demo of our technology suite. Would you like to learn more about TAMPs? Download our eBook to begin your journey: https://info.geowealth.com/7-keys-to-partnering-with-the-right-tamp

Financial Technology & Services Portfolio Construction & Management Investment Strategies Back Office Financial Technology & Services Portfolio Construction & Management Financial Technology & Services Portfolio Construction & Management
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Frequently Asked Questions about David Kjellman
David Kjellman currently works for GeoWealth.
David Kjellman's role at GeoWealth is VP, Senior Trader.
David Kjellman's email address is ***@geowealth.com. To view David Kjellman's full email address, please signup to ConnectPlex.
David Kjellman works in the Financial Services industry.
David Kjellman's colleagues at GeoWealth are John Starnes, Benjamin Avis, Jennifer Wing, Alex CFA, Eric Barr, Evan Lieberman, Katie (Bomher) and others.
David Kjellman's phone number is 312-219-9160
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