David A. Bittermann
Southern Methodist University
Tell me more about David A. Bittermann?
David A. Bittermann is a highly experienced financial professional with 24.8 years of work experience. He specializes in 401k rollovers, asset allocation, financial advisory, and insurance. Based in Fort Worth, Texas, David provides customized financial strategies to businesses facing personal affairs due to his intense focus on their career. He is licensed in various states, including AZ, AR, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, MA, ME, MO, NC, OK, OR, PA, TX, VA, WA, WI. David's expertise lies in providing customized financial strategies to businesses seeking investment opportunities.
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About
I provide customized financial strategies to the business executive who fears overlooking his/her personal affairs due to the intense focus on their career. I am licensed in the following states: AZ, AR, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, MA, ME, MO, NC, OK, OR, PA, TX, VA, WA, WI. Any information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states. Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.
...See MoreWork Experience
Director Of Investments
Financial Services
David A. Bittermann's Professional Milestones
- Director Of Investments (1999-01-01~): Successfully completed multiple complex investment projects, securing significant benefits for clients and maximizing their wealth.
Education
Finance,
Master Of Business Administration,
Masters
1979-1982Skill
401k Rollovers
Asset Allocation
Financial Advisory
Financial Services
Insurance
Investment Strategies
Retirement
Retirement Plan Consulting
Retirement Savings
Securities
Wealth Management Services
Tax Efficiency Strategies
Wealth Preservation Strategies
Certification
Colleagues
Manny Santiago
Compliance Chief Information Officer
Thomas Riordan
Chief Information Officer
Leon Molokie Jr.
Chief Operations Officer
Michael Negley
Deputy Chief Information Security Officer | CRC
Steven Oppenheim
owner oppenheim travel
Other Named David A. Bittermann
Frequently asked questions
We found 4 David A. Bittermann's email addresses
We found 1 David A. Bittermann's phone numbers
David A. Bittermann's social media include: Linkedin,
David A. Bittermann works for Oppenheimer & Co. Inc.
David A. Bittermann's role in Oppenheimer & Co. Inc. is Director Of Investments
David A. Bittermann works in the industry of Financial Services
David A. Bittermann's colleagues are Manny Santiago,Thomas Riordan,Leon Molokie Jr.
David A. Bittermann's latest job experience is Director Of Investments at Oppenheimer & Co. Inc.
David A. Bittermann's latest education in Southern Methodist University