David Devoe Location
- Berkeley, CA, US
David Devoe Work
- 2011 - now Chief Executive Officer @
- 2020 - now RIA Advisory Board Member @
- 2006 - 2011 Managing Director, Strategic Business Development @
- 2003 - 2006 Director, Strategic Development and Programs @
- 2002 - 2003 Senior Manager, Product Strategy @
- 2000 - 2001 Business Development Manager @
David Devoe Education
- Cornell University
Master of Business Administration (Management)
- University Of California - Berkeley
Bachelor of Arts (Humanities)
David Devoe Skills
- Business Strategy
- Wealth Management
- Small Business
- Investment Banking
- Mergers
- Strategy Development
- Valuation
- Strategic Planning
- Competitive Analysis
- Strategy
- Mergers & Acquisitions
- Venture Capital
- Financial Services
- Investments
- Start-ups
- Asset Management
- Strategic Financial Planning
- Investment Advisory
- Executive Management
- Business Development
David Devoe Summary
- David Devoe, based in Berkeley, CA, US, is currently a Chief Executive Officer at DeVoe & Company. David Devoe brings experience from previous roles at Capital Group, Schwab Advisor Services and Charles Schwab Institutional. David Devoe holds a Master of Business Administration in Management @ Cornell University. With a robust skill set that includes Business Strategy, Wealth Management, Small Business, Investment Banking, Mergers and more. David Devoe has 2 emails and 1 mobile phone numbers on RocketReach.
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Top DeVoe & Company Employees
Tom Valverde
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Chicago, IL, US
Travis Knapp
Investment Banking Associate
Franklin, TN, US
David Devoe
Chief Executive Officer
Berkeley, CA, US
Shawn Lapean
Chief of Staff
Chicago, IL, US
A. Johnson
Managing Director
Kirkland, WA, US
Jack O’Flaherty
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Chicago, IL, US
Hoyt Stastney
Managing Director and General Counsel
Sturgeon Bay, WI, US
Melanie Roy
Sales and Operations
Northampton, MA, US
Sara Prouse
Senior Marketing Manager
Los Angeles, CA, US
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