Dave O'Rourke Email & Phone Number
President
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Dave O'Rourke Location
- San Francisco, CA, US
Dave O'Rourke Work
- President @ Sofos Investments (May 2020 - Present)
- Managing Director @ (December 2018 - April 2020)
- Managing Director - Head of Distribution @ Broxton Capital (January 2018 - November 2018)
- President @ Wrapmanager (July 2016 - August 2017)
- Executive Vice President, Chief Distribution Officer @ Eqis (January 2011 - January 2016)
- Business Development | Marketing Lead | Financial Advisor @ Variety of Industry-Leading Wealth Management Advisory Firms (January 1998 - January 2011)
- Senior Vice President Sales and Marketing @ Mri Broadway and Seymour (January 1987 - January 1997)
Dave O'Rourke Education
- University Of California - Berkeley
Bachelor of Science (Business Administration, Marketing, Advertising)
1973-1977
Dave O'Rourke Skills
- Investments
- Start-ups
- Wealth Management
- Marketing
- Portfolio Management
- Sales Management
- Strategic Planning
- Public Speaking
- Management
- Leadership
- Entrepreneurship
- Alternative Investments
- CRM
- Investment Advisory
- Marketing Communications
- Asset Allocation
- Advertising
Dave O'Rourke Summary
- Dave O'Rourke, based in San Francisco, CA, US, is currently a President at Sofos Investments. Dave O'Rourke brings experience from previous roles at Paulson Investment Company, LLC, Broxton Capital, Wrapmanager and Eqis. Dave O'Rourke holds a 1973 - 1977 Bachelor of Science in Business Administration, Marketing, Advertising @ University Of California - Berkeley. With a robust skill set that includes Investments, Start-ups, Wealth Management, Marketing, Portfolio Management and more. Dave O'Rourke has 3 emails and 1 mobile phone numbers on RocketReach.
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