Dave Jones Email & Phone Number
Senior Vice President - Director of Estate Strategy @ Bailard, Inc.
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Dave Jones Location
- Austin, TX, US
Dave Jones Work
- Senior Vice President - Director of Estate Strategy @ (May 2020 - Present)
- Director of Gift and Estate Planning @ (April 2018 - May 2020)
- Private Wealth Manager - PBIG @ (October 2014 - July 2017)
- Senior Wealth Strategist @ (July 2013 - October 2014)
- Attorney @ (January 2011 - July 2013)
- Attorney, Law Clerk @ Abbene, Alcock & Liska APC (March 2007 - January 2011)
Dave Jones Education
- El Camino College
General Education
- University of San Diego School of Law
Doctor of Law - JD
- Brigham Young University
Bachelor's degree
Dave Jones Skills
- Estate Planning
- Philanthropy
- Charitable Giving
Dave Jones Summary
- Dave Jones, based in Austin, TX, US, is currently a Senior Vice President - Director of Estate Strategy at Bailard, Inc.. Dave Jones brings experience from previous roles at The University of Texas at Austin, Merrill Lynch, Comerica Bank and Henderson, Caverly, Pum & Charney LLP. Dave Jones holds a General Education @ El Camino College. With a robust skill set that includes Estate Planning, Philanthropy, Charitable Giving and more. Dave Jones has 3 emails and 1 mobile phone numbers on RocketReach.
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