David Lundquist Email & Phone Number
Managing Director @ Lido Advisors, LLC
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David Lundquist Location
- San Diego, CA, US
David Lundquist Work
- Managing Director @ (February 2023 - Present)
- Director @ (January 2021 - February 2023)
- Vice President @ (January 2020 - February 2023)
- Portfolio Manager @ (January 2016 - February 2023)
- Investment Counselor @ (November 2013 - January 2016)
- Investment Counselor Training Program Manager @ (October 2011 - November 2013)
- Investment Counselor @ (November 2002 - November 2011)
- Client Account Coordinator @ (December 2001 - November 2002)
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.
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Top Lido Advisors, LLC Employees
Peter Morimoto
Managing Director
San Diego, CA, US
Jordan Greenhouse
Chief Growth Officer
Los Angeles, CA, US
Stacy Beattie
Chief Operating Officer
Los Angeles, CA, US
Dan Marquis
Chief Financial Officer
Omaha, NE, US
Daniel Yi
Senior Vice President, Human Resources
Los Angeles, CA, US
Michael Karsa
President, Midwest and AZ
Chicago, IL, US
Stuart Katz
President, Private Wealth
Los Angeles, CA, US
Erica Ghotra
Managing Director
Marina del Rey, CA, US
Scott Silver
Managing Director, Senior Wealth Advisor
New York, NY, US
Roberto Paredes
President, National Strategic Relationships
Los Angeles, CA, US
Kerry Hamana
Managing Director, Program Management
Los Angeles, CA, US
Justin Barish
Chief Marketing and Digital Officer
New York, NY, US
Jason Ozur
Chief Executive Officer
Los Angeles, CA, US
Ruben Lusinyants
Chief Technology Officer
Morristown, NJ, US
Colleen Kelly
Managing Director
Texas, United States
Ken Stern
President
Los Angeles, CA, US
Brian Haloossim
President
Los Angeles, CA, US
Jeffrey Garden
Chief Investment Officer
Los Angeles, CA, US
Jon Teran
Managing Director
Dallas, TX, US
Greg Kushner
Chairman
Los Angeles, CA, US
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