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David Kauffman


Wealth Manager, Principal at Congress Wealth Management LLC
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David Kauffman's Contact Information

Email (work) ********* congresswealth.com
LinkedIn URL linkedin.com/in/dacen uffsor
Tel. (Company) +1 617-428-XXXX
Company Congress Wealth Management LLC
Residence United States, Maryland, Columbia
Last updated 2024-03-23
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David Kauffman's current details

Current Title
Wealth Manager, Principal
Type of Role
Director
 just 3% from United States work as a Director
Job functions
Operations
Job Seniority
Higher Management
  8% from United States are employed in Higher Management
Current Industry
Financial Serviccen soredcen sor edcensored censoredc
Location
United States, Maryland, Columbia
Experience (tracked since 2002)
▪ ce nsore experience at Congress Wealth Management LLC
▪ c ensore experience as Wealth Manager, Principal
Work-life tracked since 2002
David Kauffman had a total of X different roles since 2002
Skills & Expertise
▪ Asset Allocation
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Hobbies & Interests
▪ Beach
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    4 more skills ...


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Company "Congress Wealth Management LLC"

Company size
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Year Founded
2009
Website
http://congresswealth.com
Linkedin Profile
https://linkedin.com/company/congrcen h-managsor
Industrial Field
Financial Services, Banking, and Investment Solutions
Headquarter
United States, Massachusetts, Boston
Full Company Profile
Congress Wealth Management LLC

David Kauffman's Work History
data available since 2002

  • 2024 (6 months)
    Congress Wealth Management LLC
    United States
    Wealth Manager, Principal
    Financial Services, Banking, and Investment Solutions
    Congress Wealth Management LLC
    https://linkedin.com/company/congress-wealth-management
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David Kauffman's Professional Experience


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David Kauffman's Education

  • 19XX - 19XX - Widener Universitycensoredcen soredc
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  • 19XX - 19XX - James censore dcensoredc
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Frequently asked questions

What company does David Kauffman work for?
David Kauffman is working for Congress Wealth Management LLC
What is David Kauffman's title at Congress Wealth Management LLC?
David's title is , Wealth Manager, Principal
What is David Kauffman's Seniority at Congress Wealth Management LLC?
David Kauffman has been with Congress Wealth Management LLC for 1+ years and is in Higher Management
For how long is David Kauffman working as a Wealth Manager, Principal?
David Kauffman has 6 months experience as Wealth Manager, Principal.
What are David Kauffman's functions as a Wealth Manager, Principal ?
David Kauffman is responsible for Operacenso
What is David Kauffman's company phone number?
David Kauffman's company phone number is +1 617-428-****
What is David Kauffman's email contact?
David Kauffman's email address is *********@congresswealth.com
Which education does David Kauffman have?
David Kauffman has a Master degree from Wcensor edcensoredcensoredcen soredc.

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