David Damato

Location

Princeton, NJ
Montgomery Township, NJ
Education
    Indiana University-Bloomington
    August 2018 - May 2022
    degree
    Bachelor's
    major
    Finance
    Kelley School of Business Direct Admit
Work Experience
    The Mather Group, LLC
    Wealth management Intern
    Chicago, IL, United States, 60642
    June 2021 - present
    company
    The Mather Group, LLC
    title
    Wealth management Intern
    overview
    • Built 10+ comprehensive retirement plans for the firm’s prospects and clients with MoneyGuidePro’s financial planning software • Called 10,000+ corporate executives to encourage them to receive information regarding our consulting group • Completed a comprehensive retirement plan for a hypothetical client, covering all areas of the financial planning process • including insurance, employee benefits, investments, cash flow strategies, income tax planning, and estate planning
    Kelley Portfolio Management Club
    Active Member
    Bloomington, IN, US
    November 2019 - present
    Founder
    Montgomery, NJ, US
    January 2016 - December 2019
    Special Olympics Volunteer Partner
    Montgomery, NJ, US
    September 2012 - December 2019
    DoughMain Financial Literacy Foundation
    Princeton, NJ, US
    May 2019 - August 2019
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