Profile
“My strongest professional quality is my ability to build trust and long-term relationships, whether with clients, colleagues, or stakeholders”
Danny Ibrahim,
KeyRate Mortgage
David J. Mammina became involved in the financial planning industry when he realized that financial literacy was an important part of everybody’s life but wasn’t being implemented or taught to anyone he spoke with. He wanted to help people strive to be their best individually and financially.
Mammina stands out in the industry because he cares deeply about each client’s unique financial situation. It is not a ‘one size fits all’ world, and he takes this belief to heart. He says that his favorite part of his day to day is when he gets to speak with clients and finds out what’s going on in their lives.
Mammina has been in the financial planning industry since January 2007 and understands that learning and keeping up to date should never take a back seat. The industry changes so rapidly that it is important to stay on top of everything that happens in finance and the world.
1303 Main Street, Port Jefferson, NY 11777
631 473 1188
dmammina@coastlinewealth.com
linkedin.com/in/davidmammina
coastlinewealth.com
David J. Mammina
Partner and Senior Financial Advisor Coastline Wealth Management
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Bio
Milestones
Profile
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Bio
Milestones
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Bio
Milestones
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made”
Danny Ibrahim,
KeyRate Mortgage
2007–2008
2008–2010
2010–2014
2014–2015
2015–Present
Associate financial advisor at Ameriprise Financial
2007–2008
Financial advisor at Wells Fargo Advisors
2008–2010
Associate financial advisor at Charles Schwab
2010–2014
Client service specialist at GM Advisory Group
2014–2015
CWM partner and financial advisor
2025: 5-Star Independent Advisors
2015–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
A significant part of his focus today is staying ahead of regulatory change while maintaining a seamless client experience. He tracks updates from regulators and lenders closely and works with his teams to adjust systems as needed.
“My approach to my role and my career has always been rooted in passion, focus, and a relentless pursuit of excellence,” he says. “I’ve never been driven solely by profit or business metrics. I believe in hiring great talent, trusting them, and pushing boundaries because innovation doesn’t come from playing it safe.”
His experience isn’t limited to Canada. Ibrahim has worked in the US and UAE, which shaped his global perspective and comfort with adapting to different markets. He thrives on risk, viewing setbacks as stepping stones to progress.
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made,” he adds.
That outlook continues to guide his work and reflects his broader goal of helping move the industry forward. Through his brokerage, lending company, and legal services, Ibrahim is focused on creating long-term value for his clients, his teams, and others working in the field.
Disclosure
2025 Five-Star Financial Planners, created by InvestmentNews, was presented in April 2025 based on data collected during the previous year. Not indicative of the firm’s future performance. Your experience may vary. Click here for more award information: https://tinyurl.com/5x8xxx8y
Nvest Financial LLC, 2 International Drive, Suite 110 Portsmouth, NH. 03801 207-985-8585. Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC. Advisory services offered through Nvest Financial LLC, a Registered Investment Advisor, are separate and unrelated to Commonwealth.