Dave Thorne Email & Phone Number
CEO and CERTIFIED FINANCIAL PLANNER™ @ Wealth Advocate Group
5 free lookup(s).
Dave Thorne Location
- Beachwood, OH, US
Dave Thorne Work
- 2009 -now CEO and CERTIFIED FINANCIAL PLANNER™ @
- 2009 -now CERTIFIED FINANCIAL PLANNER™ @
- 2002 -2009 Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ @
- 1996 -2002 Regional Director of Financial Planning and Investments @
Dave Thorne Education
- Kent State University
Bachelor's degree (Finance and Psychology)
1992-1995
Dave Thorne Skills
- Portfolio Management
- Project Management
- Microsoft Excel
- Marketing
- Finance
- Strategic Planning
- Strategy
- Certified Financial Planner
- Wealth Management Services
- Critical Illness
- Training
- Estate Planning
- Financial Advisory
- Concentrated Stock Management
- 10b5 1 Plans
- Wealth Preservation Planning
- Retirement Planning
- Executive Services
- Snowboarding
- Asset Allocation
- Investment Advisory
- Restricted Stock
- Tactical Asset Allocation
- Equities
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- Portfolio Risk
- Financial Analysis
- Personal Financial Planning
- Executive Compensation Planning
- Employee Stock Options
- Retirement
- Tax Advantaged Investment Strategies
- Tax Free Income
- Wealth Accumulation Strategies
Dave Thorne Summary
- Dave Thorne, based in Beachwood, OH, US, is currently a CEO and CERTIFIED FINANCIAL PLANNER™ at Wealth Advocate Group. Dave Thorne brings experience from previous roles at Stratos Wealth Partners and Sagemark Consulting. Dave Thorne holds a 1992 - 1995 Bachelor's degree in Finance and Psychology @ Kent State University. With a robust skill set that includes Portfolio Management, Project Management, Microsoft Excel, Marketing, Finance and more. Dave Thorne has 3 emails on RocketReach.
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Top Wealth Advocate Group Employees
Jessica Miller
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John Brown
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Dave Thorne
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Jason Cohen
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