David Lynch Email & Phone Number
Managing Director @ Falcon Wealth Planning, Inc.
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David Lynch Location
- Los Angeles, CA, US
David Lynch Work
- 2026 -now Managing Director @
- 2021 -2022 Senior Vice President | Region Head @
- 2020 -2021 Senior Vice President | Head of Distribution | Leader Enablement @
- 2019 -2020 Managing Director | Market Executive @
- 2012 -2018 Managing Director | Head of Branches | Retail Sales @
- 2005 -2012 Managing Director | Division Vice President @
David Lynch Education
- Pepperdine University
Bachelor's Degree (Business Administration )
1993-1997
David Lynch Skills
- Team Building
- Strategic Planning
- Implementation
- Sales Management
- New Business Development / Financial Services
- Wealth Management
- Talent Development
- Revenue Generation
- Quality & Process Improvement
- Change Management
- Diversity and Inclusion (D&I)
- Integration Management
- M&A
- Customer Relationship Management (CRM)
- Mentoring
- Coaching
- Talent Acquisition
- Marketing
- Negotiations
- Internal Controls
- Infrastructure Management
- Leadership
- Asset Management
- Business Development
- Financial Planning
- Customer Experience
- Problem Solving
- Management
- Team Leadership
- Investments
- Financial Services
- Wealth Management Services
- Talent Management
- Sales Processes
- Series 7
- Strategic Financial Planning
- Series 63
- Finance
- Investment Advisory
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Securities
- Risk Management
- Financial Advisory
- Financial Analysis
- Relationship Management
- Portfolio Management
- Retirement
- 401k
- Series 24
- Fixed Annuities
- Investment Strategies
- FINRA
- Uniform Combined State Law
- ETFs
- Series 6
- Series 65
- Investment Management
- Separately Managed Accounts
- Life Insurance
- Options
- Variable Annuities
- Alternative Investments
- Estate Planning
- High Net Worth Individuals
- Bonds
- Managing Distribution Channels
- Distribution
- Retail Distribution
- Microsoft Office
- Services
- Business Relationship Management
- Securities Regulation
- 401K Retirement Savings Plans
- Trading
- 401 Retirement Savings Plans
David Lynch Summary
- David Lynch, based in Los Angeles, CA, US, is currently a Managing Director at Falcon Wealth Planning, Inc.. David Lynch brings experience from previous roles at Fidelity Investments, Merrill Lynch and TD Ameritrade. David Lynch holds a 1993 - 1997 Bachelor's Degree in Business Administration @ Pepperdine University. With a robust skill set that includes Team Building, Strategic Planning, Implementation, Sales Management, New Business Development / Financial Services and more. David Lynch has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Falcon Wealth Planning, Inc. Employees
Michael Jensen
Managing Partner
Los Angeles, CA, US
Min Song
Principal
Ontario, CA, US
Jennifer Reyes
Human Resources Director
Tempe, AZ, US
Ray Bartolome
Chief Operating Officer
Ontario, CA, US
Christopher Carreon
Relationship Manager
Ontario, CA, US
Shereen de Assuncao
Human Resources Specialist
Plymouth, MA, US
Hitz Mistry
Chief Marketing Officer
California, United States
David Smith
Managing Director
Chicago, IL, US
Kenneth Vendley
Regional Director
Ladera Ranch, CA, US
Ray Sicard
Certified Financial Planner
Boston, MA, US
Ashkan Maher
Chief Marketing Officer
Las Vegas, NV, US
Sammy Khalil
Business Development Specialist
Garden Grove, CA, US
Earl Harris
Client Ambassador Falcon Wealth Planning
Ontario, CA, US
Zackary Royce
Regional Director
Los Angeles, CA, US
Gabriel Shahin
Founder and Principal
Los Angeles, CA, US
Ryan Perry
Financial Planner
Los Angeles, CA, US
Mariah Valerin
Director of Advisory Services
Ontario, CA, US
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