David Graham

David Graham has a diverse work experience in the financial industry. Currently, they hold the position of Director Advanced Strategies at Financial Independence Group since March 2023. Prior to this, they worked as the Advanced Sales Director at M Financial Group from June 2022 to March 2023. David also served as the Director of Advanced Markets at OneAmerica from November 2021 to June 2022. From 2015 to 2021, David held the role of Vice President - COLI/BOLI at Global Atlantic Financial Group, where they worked on executive benefit plans and analyzed large case split-dollar opportunities. David held the role of Vice President - Advanced Markets at American General Life Companies from August 2013 to March 2015. Earlier in their career, David worked as the Director of Advanced Markets at Aviva Life Insurance Company from September 2007 to August 2013, and as AVP Nautilus Group at New York Life Insurance Company from September 2006 to September 2007. David also gained experience as an Advanced Case Design Specialist at AXA Equitable from October 2002 to December 2004, and in Advanced Markets/Legal at ING Security Life of Denver from September 1998 to September 2001.

David Graham attended the University of Denver - Daniels College of Business from 1987 to 1988, where they obtained an MBA degree. Following this, they pursued a JD degree at the University of Denver - Sturm College of Law from 1988 to 1992, with a focus on taxation. Later, they continued their education at the same institution, completing a Master of Laws (LLM) in Taxation from 1998 to 1999.