Dave Samuels Email & Phone Number
Founder @ Corinthian Wealth Management, Inc.
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Dave Samuels Location
- San Jose, CA, US
Dave Samuels Work
- 2024 -now Founder @
- 2007 -now CIO, Founder @
Dave Samuels Education
- California State University-Northridge
Bachelor of Arts (B.A.) (Music)
1973-1975 - UCLA
(Personal Financial Planner Program)
Dave Samuels Skills
- Investments
- Wealth Management
- Investment Management
- Wealth Management Services
- Investment Strategies
- Financial Planners
- Retirement Planning
- Wealth
- Asset Allocation
- Investment Advisory
- Strategic Financial Planning
- Alternative Investments
- Estate Planning
- Mutual Funds
- Equities
- Portfolio Management
- Hedge Funds
- Asset Management
- Asset Managment
- Trusts
- Investment Selection
- Stock Option
- Hedging
- Leadership
- Nalatenschapsplanning
- Bewindvoering
- Business Development
- Strategic Planning
- Customer Service
Dave Samuels Summary
- Dave Samuels, based in San Jose, CA, US, is currently a Founder at Corinthian Wealth Management, Inc.. Dave Samuels brings experience from previous roles at Corinthian Wealth Management. Dave Samuels holds a 1973 - 1975 Bachelor of Arts (B.A.) in Music @ California State University-Northridge. With a robust skill set that includes Investments, Wealth Management, Investment Management, Wealth Management Services, Investment Strategies and more. Dave Samuels has 1 emails on RocketReach.
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Top Corinthian Wealth Management, Inc. Employees
Dave Samuels
Founder
San Jose, CA, US
Eleonora Tomasello
CEO| Financial Advisor and Planner
San Jose, CA, US
Claudia Deras
Financial Advisor
Santa Clara, CA, US
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