David Dewolf Email & Phone Number
Chief Financial Officer, Advisor and Partner @ Quantum Financial Advisors
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David Dewolf Location
- Manhattan Beach, CA, US
David Dewolf Work
- Chief Financial Officer, Advisor and Partner @ (January 2022 - Present)
- Partner and CFO @ (January 2012 - January 2022)
- Principal @ Quantum Wealth Management (January 2005 - January 2012)
- CFO @ (January 2004 - January 2006)
- Principal @ Sand Hill Capital (January 1999 - January 2001)
David Dewolf Education
- University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA)
2003-2005 - UCLA
Bachelor of Arts - BA (Business Economics)
David Dewolf Skills
- Tax Planning
- Global Investment Management
- Business Planning
- Financial Modeling
- Investments
- Strategic Financial Planning
- Estate Planning
- Mergers
- Investment Management
- Wealth Management
- Acquisitions
- Financial Advisory
- Corporate Development
- Retirement Planning
- Portfolio Management
- Risk Management
- Asset Allocation
- Strategic Planning
- Program Management
- Management
- Strategic Financial
David Dewolf Summary
- David Dewolf, based in Manhattan Beach, CA, US, is currently a Chief Financial Officer, Advisor and Partner at Quantum Financial Advisors, LLC. David Dewolf brings experience from previous roles at Abacus Wealth Partners, Quantum Wealth Management, NextLeft and Sand Hill Capital. David Dewolf holds a 2003 - 2005 Master of Business Administration (MBA) @ University of California, Los Angeles - The Anderson School of Management. With a robust skill set that includes Tax Planning, Global Investment Management, Business Planning, Financial Modeling, Investments and more. David Dewolf has 2 emails and 1 mobile phone numbers on RocketReach.
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