David Mandell

About David

David acts as a resource, guiding his clients in making the right financial decisions for their future. Working one on one, he helps them determine and clarify their financial goals, establish their financial position, and identify areas of opportunity. David helps protect what is important to them utilizing insurance strategies, developing savings programs and focusing on investments for the future. His advice helps enable his clients to make financial decisions with confidence.

“I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority.”

Qualifications

• Prior to joining Barnum, several years of experience as Managing Director with ABN AMRO Bank N.V. for 17 years and HSBC for 12 years
• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 7, 63 and 24 Securities Licenses

Profile

• Graduated from Middlebury College earning his Bachelor’s degree in History with High Honors
• Graduated from Tufts University earning his Master’s degree in International Law and Diplomacy
• Currently resides in Weston, CT with his wife Hillary and their children Chole, Shane, Cali, and Hayden
• In his free time, he enjoys collecting antique rugs

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in CT. 

Check the background of this investment professional on FINRA’s BrokerCheck