David Kjellman's profile picture

David Kjellman

VP, Senior Trader at GeoWealth

David is responsible for managing model portfolio updates and processing trade requests in client accounts.

Prior to joining GeoWealth, David spent 7 years at Envestnet as a Senior Trader on their Institutional Trade Desk. David graduated from North Park University with a B.S. in Finance. He currently holds Series 7, 55, and 63 licenses.

Location

Chicago, United States

Links


Org chart

Sign up to view 0 direct reports

Get started



Offices

This person is not in any offices


  1. This content will be removed shortly.