Daven Sharma Email & Phone Number
President and CEO @ Abundance Advisers
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Daven Sharma Location
- Pleasanton, CA, US
Daven Sharma Work
- 2015 -now President and CEO @
- 2021 -now President and CEO @ Abundance Wealth Advisers, LLC
- 2024 -now Treasurer @ Charity Tech Solutions, Inc.
- 2002 -2015 President @ Davis & Company
- 2000 -2002 Controller @ Metlife Financial Services
- 1990 -2000 Vice President @
Daven Sharma Education
- Shri Ram College of Commerce
B.Com (Hons.) (Accounting)
1975-1978
Daven Sharma Skills
- Tax
- Investments
- Leadership
- Strategic Planning
- Strategic Financial Planning
- Retirement
- Series 7
- Estate Planning
- Financial Planning
- Management
- Financial Planners
- Business Strategy
- New Business Development
- Analysis
- Finance
- Small Business
- Retirement Planning
- Start-ups
- Fixed Annuities
- CPA
- Team Building
- Insurance
- Account Management
- Sales
- Start Ups
- Portfolio Management
- Financial Modeling
- Financial Risk
- Strategy
- Financial Services
- Wealth Management
- Training
- Product Management
- Financial Analysis
- Strategic Thinking
- Business Development
- Accounting
Daven Sharma Summary
- Daven Sharma, based in Pleasanton, CA, US, is currently a President and CEO at Abundance Advisers. Daven Sharma brings experience from previous roles at Abundance Wealth Advisers, LLC, Charity Tech Solutions, Inc., Davis & Company and Metlife Financial Services. Daven Sharma holds a 1975 - 1978 B.Com (Hons.) in Accounting @ Shri Ram College of Commerce. With a robust skill set that includes Tax, Investments, Leadership, Strategic Planning, Strategic Financial Planning and more. Daven Sharma has 2 emails and 7 mobile phone numbers on RocketReach.
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