David Lundquist Email & Phone Number
Managing Director @ Lido Advisors, LLC
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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 1 mobile phone numbers on RocketReach.
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