David Korte Email & Phone Number
Family Wealth Strategist @ FRANKLIN MONROE
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David Korte Location
- Grand Rapids, MI, US
David Korte Work
- Family Wealth Strategist @ (January 2025 - Present)
- Principal @ (January 2023 - January 2025)
- Partner | Owner @ Korte & Kowatch (December 2002 - December 2022)
- Manager @ (July 1996 - December 2002)
- Income Tax Administrator @ Old Kent Bank (November 1993 - July 1996)
David Korte Education
- Grand Valley State University
Master of Science - MS (Taxation)
- Central Michigan University
Bachelor of Science - BS (Accounting)
David Korte Skills
- Accounting
- Business Analysis Planning & Monitoring
- Business Relationship Management
- Certified Public Accounting
- Client Relations
- Coaching & Mentoring
- Communication
- Community Relations
- Confidentiality
- Corporate Tax
- Customer Engagement
- Customer Satisfaction
- Data Analysis
- Estate Administration
- Estate Planning
- Estate Tax Planning
- Family Offices
- Family Wealth Management
- Federal & State Income Tax Compliance
- Federal Tax
- Financial Advisory
- Financial Education
- Financial Planning
- Financial Services
- Financial Structuring
- Generally Accepted Accounting Principles (GAAP)
- High-Net-Worth Individuals (HNWI)
- IRS
- Income Tax
- Internal Financial Reporting
- International Tax
- Interpersonal Communication
- Interpersonal Skills
- Key Account Acquisition & Retention
- LLC
- Long Term Relationship Building
- Mergers & Acquisitions (M&A)
- Multi-generational Planning
- Needs Assessment
- New Business Development
- Partnership Taxation
- Performance Management
- Personal Income Tax Returns
- Problem Solving
- QuickBooks
- Relationship-builder with Unsurpassed Interpersonal Skills
- Risk Analysis
- S Corporations
- Service Delivery
- Strategic Consulting
- Tax
- Tax Accounting
- Tax Advisory
- Tax Law
- Tax Preparation
- Tax Research
- Thinking Skills
- Trusts
- Wealth Management
- Wealth Management Services
- Wealth Preservation Planning
- Wealth Transfer
- GAAP
- CPA
- Tax Returns
- Mergers & Acquisitions
- High Net Worth Individuals
- US GAAP
- Financial Planners
- Sales
- Mergers and Acquisitions
- Project Management
David Korte Summary
- David Korte, based in Grand Rapids, MI, US, is currently a Family Wealth Strategist at FRANKLIN MONROE. David Korte brings experience from previous roles at BDO USA, Korte & Kowatch and Old Kent Bank. David Korte holds a Master of Science - MS in Taxation @ Grand Valley State University. With a robust skill set that includes Accounting, Business Analysis Planning & Monitoring, Business Relationship Management, Certified Public Accounting, Client Relations and more. David Korte has 1 mobile phone numbers on RocketReach.
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