David Devoe Email & Phone Number
Chief Executive Officer @ DeVoe & Company
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David Devoe Location
- Berkeley, CA, US
David Devoe Work
- Chief Executive Officer @ (October 2011 - Present)
- RIA Advisory Board Member @ (December 2020 - Present)
- Managing Director, Strategic Business Development @ (March 2006 - October 2011)
- Director, Strategic Development and Programs @ (August 2003 - March 2006)
- Senior Manager, Product Strategy @ (June 2002 - August 2003)
- Business Development Manager @ (May 2000 - November 2001)
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
- Entrepreneurship
- Finance
- Financial Advisory
- Financial Modeling
- Investment Management
- Product Management
- Program Management
- Strategic Partnerships
- Succession Planning
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
Managing Director
Chicago, IL, US
Aryeh Malitzky
Managing Director
Baltimore, MD, US
Brad Grubb
Managing Director
Omaha, NE, US
Travis Knapp
Investment Banking Associate
Franklin, TN, US
Francine Miltenberger
Managing Director, Investment Banking, Wealth Mgmt Industry
California, United States
Lynn Kennerly
Director of Operations
Los Altos, CA, US
Adam Levy
Managing Director
Denver, CO, US
Jane Williams
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Menlo Park, CA, US
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Berkeley, CA, US
Alexander Truncale
Director, Partnerships and Programs
United States
A. Johnson
Managing Director
Kirkland, WA, US
Matthew Tancredi
Director
Belmar, NJ, US
Jean Curler
Executive Assistant to CEO
Vancouver, WA, US
Jack O’Flaherty
Investment Banking Analyst
Chicago, IL, US
Gordon Ross
President
Saint Petersburg, FL, US
Jamie Licosati
Director, Investment Banking
San Francisco, CA, US
Sara Prouse
Marketing Director
Los Angeles, CA, US
Angela Thielen
Marketing Manager
Miami, FL, US
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