David Lundquist Location
- San Diego, CA, US
David Lundquist Work
- 2023 - now Managing Director @
- 2021 - 2023 Director @
- 2020 - 2023 Vice President @
- 2016 - 2023 Portfolio Manager @
- 2013 - 2016 Investment Counselor @
- 2011 - 2013 Investment Counselor Training Program Manager @
- 2002 - 2011 Investment Counselor @
- 2001 - 2002 Client Account Coordinator @
David Lundquist Education
- University of California, Davis
Bachelor of Science (B.S.) (Managerial Economics)
1998 - 2001
David Lundquist Skills
- Investments
- Portfolio Management
- Equities
- Investment Strategies
- Mutual Funds
- Asset Management
- Fixed Income
- Alternative Investments
- Retirement Planning
- Series 63
- Investment Management
- Securities
- Financial Analysis
- Wealth Management
- Asset Allocation
- Finance
- Financial Services
- Investment Advisory
- Leadership
- Financial Planning
David Lundquist Summary
- David Lundquist, based in San Diego, CA, US, is currently a Managing Director at Lido Advisors, LLC. David Lundquist brings experience from previous roles at Lido Advisors, LLC and Fisher Investments. David Lundquist holds a 1998 - 2001 Bachelor of Science (B.S.) in Managerial Economics @ University of California, Davis. With a robust skill set that includes Investments, Portfolio Management, Equities, Investment Strategies, Mutual Funds and more. David Lundquist has 2 emails and 2 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different David Lundquist?
Find contact details for 700 million professionals.
Others Named David Lundquist
David Lundquist
Managing Director
San Diego, CA, US
David Lundquist
Electrical Engineer
New York, NY, US
David Lundquist
President
Santa Rosa, CA, US
David Lundquist
Global Product Manager
Chicago, IL, US
David Lundquist
Partner
Norman, OK, US
Top Lido Advisors, LLC Employees
Stuart Katz
President, Private Wealth
Los Angeles, CA, US
Scott Silver
Managing Director, Senior Wealth Advisor
New York, NY, US
Scott Bird
Managing Director, Senior Wealth Advisor
Salt Lake City, UT, US
Erick Newton
Managing Director
Scottsdale, AZ, US
Jason Ozur
Chief Executive Officer
Los Angeles, CA, US
Ruben Lusinyants
Chief Technology Officer
Morristown, NJ, US
Ken Stern
President
Los Angeles, CA, US
Jeffrey Garden
Chief Investment Officer
Los Angeles, CA, US
Jon Teran
Managing Director
Dallas, TX, US
Naseem Anzari
Chief Financial Officer
San Diego, CA, US
Greg Kushner
Chairman
Los Angeles, CA, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co