Dan Cole Location
Los Angeles, CA, US
Dan Cole Work
- 2025 - now Chief Financial Officer and Head of Advanced Wealth Planning @ Linepoint
- 2025 - now Chief Financial Officer @ ÉO Management
- 2024 - 2025 Chief Financial Officer - Family Office @ Audax Group
- 2018 - 2024 Finance and Tax Director - US @ Lowy Family Group (LFG)
- 2016 - 2018 Controller @ Labora
- 2015 - 2016 Senior Accountant @ MORSCO
- 2014 - 2015 Intercompany Accounting and Reporting @ Novartis
- 2011 - 2014 Senior Staff Accountant @ Builders FirstSource
- 2009 - 2011 Staff Accountant @ Shost & Company, P.C., CPA’s
Dan Cole Education
- University of Texas at Dallas - Naveen Jindal School of Management
Master’s Degree (Accounting)
2011 - 2013 - Michigan State University
Bachelor’s Degree (Accounting)
2004 - 2008
Dan Cole Summary
Dan Cole, based in Los Angeles, CA, US, is currently a Chief Financial Officer and Head of Advanced Wealth Planning at LinePoint Partners & Co.. Dan Cole brings experience from previous roles at ÉO Management, Audax Group, Lowy Family Group (LFG) and Labora Group. Dan Cole holds a 2011 - 2013 Master’s Degree in Accounting @ University of Texas at Dallas - Naveen Jindal School of Management. Dan Cole has 2 emails on RocketReach.
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Robertino Coury
Founder and Chief Executive Officer at Linepoint
Los Angeles, CA, US23 -
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