David le Email & Phone Number
Chief Technology Officer and Wealth Advisor @ Beacon Pointe
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David le Location
- Newport Beach, CA, US
David le Work
- Chief Technology Officer and Wealth Advisor @ (June 2019 - Present)
- Wealth Advisor @ (March 2018 - Present)
- Associate Wealth Advisor @ (April 2015 - Present)
- Assistant Vice President, Operations and Technology @ (October 2014 - April 2015)
- Senior Analyst @ (October 2012 - November 2013)
- Network Administrator @ (December 2009 - November 2012)
- Network Engineer @ Sirius Technology & Communications (December 2000 - April 2007)
David le Education
- University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (M.B.A.) (Strategy & Finance)
2011-2014 - University High School
High School
1996-2000 - University of California, Riverside
David le Skills
- Access
- Analysis
- Analytical Skills
- Business Analysis
- Business Intelligence
- CRM
- Customer Relationship Management (CRM)
- ERP
- IT Management
- IT Strategy
- Integration
- Leadership
- Management
- Microsoft Access
- Microsoft Excel
- Oracle
- Portfolio Management
- Process Improvement
- Program Management
- Project Management
- Requirements Analysis
- SQL
- Strategic Planning
- Water Treatment
David le Summary
- David le, based in Newport Beach, CA, US, is currently a Chief Technology Officer and Wealth Advisor at Beacon Pointe. David le brings experience from previous roles at Beacon Pointe, Beacon Pointe Advisors and Irvine Ranch Water District. David le holds a 2011 - 2014 Master of Business Administration (M.B.A.) in Strategy & Finance @ University of California, Irvine - The Paul Merage School of Business. With a robust skill set that includes Access, Analysis, Analytical Skills, Business Analysis, Business Intelligence and more. David le has 3 emails and 2 mobile phone numbers on RocketReach.
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