Dan Cole Email & Phone Number

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Chief Financial Officer and Head of Advanced Wealth Planning @ (September 2025 - Present)
Chief Financial Officer @ (July 2025 - Present)
Chief Financial Officer - Family Office @ (June 2024 - July 2025)
Finance and Tax Director - US @ (November 2018 - June 2024)
Controller @ (August 2016 - October 2018)
Senior Accountant @ (August 2015 - August 2016)
Intercompany Accounting and Reporting @ (January 2014 - August 2015)
Senior Staff Accountant @ (January 2011 - December 2014)
Staff Accountant @ Shost & Company, P.C., CPA’s (November 2009 - January 2011)

Naveen Jindal School of Management, UT Dallas
Master’s Degree (Accounting)
2011-2013
Michigan State University
Bachelor’s Degree (Accounting)
2004-2008

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 @ Naveen Jindal School of Management, UT Dallas. Dan Cole has 2 emails and 5 mobile phone numbers on RocketReach.