Position:
Chief Technology Officer / Wealth Advisor at Beacon Pointe
Location:
Newport Beach, California, United States
Found email addresses for David:
Found phone for David:
Jun 2019 - Current
Mar 2018 - Current
Apr 2015 - Mar 2018
Oct 2014 - Apr 2015
Oct 2012 - Nov 2013
Dec 2009 - Nov 2012
Dec 2000 - Apr 2007
David is proficient in English, Japanese, and Vietnamese. Their professional focus is Access, Analysis, and analytical skills across 3 core areas.
David holds Certified Financial Planner (CFP) certifications.
Master of Business Administration (M.B.A.) at University of California, Irvine - The Paul Merage School of Business
High School at University High School
Bachelor’s Degree at University of California, Riverside
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