Dan Cole Email & Phone Number
Chief Financial Officer and Head of Advanced Wealth Planning @ Linepoint
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Dan Cole Location
- Los Angeles, CA, US
Dan Cole Work
- 2025 -now Chief Financial Officer and Head of Advanced Wealth Planning @
- 2025 -now Chief Financial Officer @
- 2024 -2025 Chief Financial Officer - Family Office @
- 2018 -2024 Finance and Tax Director - US @
- 2016 -2018 Controller @
- 2015 -2016 Senior Accountant @
- 2014 -2015 Intercompany Accounting and Reporting @
- 2011 -2014 Senior Staff Accountant @
- 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 and 5 mobile phone numbers on RocketReach.
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