David Garelick has been with Global since 1987 and took over as the President/CEO in 1999. He received his undergraduate degree from UCLA and his graduate MBA degree from California Lutheran University. He holds the designations of Enrolled Agent and Certified Financial Planner™. He is a member of the National Association of Enrolled Agent (NAEA) and the Financial Planning Association (FPA). David sits on boards of non-profit and for profit organizations.
David was fortunate to be mentored by his father Louis H. Garelick who was the President/CEO for Global Business Management from 1985-1999 and Lee B. Winkler who founded Global in 1960 and was the President/CEO from 1960-1984.
In his free time, David enjoys spending quality time with family and friends. He loves reading, watching his children compete in sporting events and attending UCLA football games.
- B.A., University of California Los Angeles
- M.B.A., California Lutheran University
Certificates, Designations and Licenses
- Certified Financial Planner™ (CFP®)
- Enrolled Agent (EA)
- Series 65 Securities License
- California Insurance Producer License #0B92396