David Greene
Chief Executive Officer at CJM Wealth Advisers Ltd.
Profile
Mr. David D.
Greene is a Chief Executive Officer, Financial Adviser & Principal at CJM Wealth Advisers Ltd.
He gathered balanced experience over the course of his career in areas of investment management, retirement planning, and insurance planning working for Virginia Asset Management, McNair & Company, Edmiston Investment Consulting Group.
He graduated from the University of Virginia in 1996 with a Bachelor’s Degree in Finance/Marketing from the McIntire School of Commerce.
David Greene active positions
Companies | Position | Start |
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CJM Wealth Advisers Ltd.
CJM Wealth Advisers Ltd. Investment ManagersFinance CJM Wealth Advisers Ltd. (CJM) is an independent, SEC-registered investment advisor headquartered in Falls Church, Virginia. Founded in 1978, the firm serves individuals, families and institutions. Their clients have substantial financial assets, spread among varying individual, retirement, trust and estate vehicles. CJM develops solutions tailored to their respective financial goals and provides education on the benefit to their wealth profile. | Chief Executive Officer | 2006-01-31 |
Training of David Greene
University of Virginia | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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CJM Wealth Advisers Ltd.
CJM Wealth Advisers Ltd. Investment ManagersFinance CJM Wealth Advisers Ltd. (CJM) is an independent, SEC-registered investment advisor headquartered in Falls Church, Virginia. Founded in 1978, the firm serves individuals, families and institutions. Their clients have substantial financial assets, spread among varying individual, retirement, trust and estate vehicles. CJM develops solutions tailored to their respective financial goals and provides education on the benefit to their wealth profile. | Finance |
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