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David Knowles Location
Sydney, NSW, AU
David Knowles Work
2015 -now Head of Philanthropy and Social Capital; Partner @
2013 -2014 Managing Director - Head of Philanthropy, Product and Marketing @
2010 -2013 Executive Director. Head Philanthropic Services @
2006 -2010 Head of Philanthropic Services @
2001 -2006 Senior Manager - Fiduciary Services @
1995 -2001 Senior Trust Officer @ Merrill Lynch Bank & Trust Company (Cayman) Limited
1989 -1994 Relationship Manager @
David Knowles Education
Harvard Business School
(Education)
2013-2013
Queen Elizabeth II School
David Knowles Skills
Wealth Management
Financial Services
Estate Planning
Philanthropy
Asset Allocation
Portfolio Management
Investments
Equities
Financial Advisory
Relationship Management
Strategic Financial Planning
Investment Advisory
Wealth Management Services
Investment Management
High Net Worth Individuals
Asset Management
Investment Strategies
Leadership
Alternative Investments
Financial Planning
Management
Nonprofits
Strategy
Strategic Planning
Business Strategy
Nonprofit Organizations
Banking
Risk Management
Customer Service
Sales
Social Media Marketing
Microsoft Office
Social Media
Microsoft Excel
David Knowles Summary
David Knowles, based in Sydney, NSW, AU, is currently a Head of Philanthropy and Social Capital; Partner at Koda Capital. David Knowles brings experience from previous roles at JBWere and Perpetual Limited. David Knowles holds a 2013 - 2013 Harvard Business School. With a robust skill set that includes Wealth Management, Financial Services, Estate Planning, Philanthropy, Asset Allocation and more. David Knowles has 2 emails and 1 mobile phone numbers on RocketReach.
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