2021 -
now Managing Director @ CkSum Capital Management
1991 -
now Principal @ First Financial Resources
1994 -
2019 President @ Mickelson Capital Consulting
1994 -
2019 President @ Mickelson Capital Consulting
2012 -
2013 Manager @ Mickelson Capital Consulting
David Mickelson Education
California State University, Northridge 1969
-
1972
The American College
David Mickelson Skills
Alternative Investments
Asset Managment
Investment Advisory
Direct Investing
Wealth Preservation Planning
Financial Structuring
Asset Management
Financial Advisory
Financial Services
Estate Planning
Finance
Personal Finance
Wealth Management Services
Retirement Planning
Business Planning
Program Management
Wealth Management
Investments
Management
Retirement
High Net Worth Individuals
Private Equity
Insurance
Portfolio Management
Wealth
Securities
Employee Benefits
Life Insurance
Leadership
Venture Capital
Investment Management
Funding
Hedge Funds
Strategy
Tax
Investment Strategies
Mutual Funds
Small Business
Financial Planners
Real Estate
Valuation
Enterprise Software
Private Placements
Financial Planning
Fixed Annuities
Capital Markets
Loans
Family Office
David Mickelson Summary
David Mickelson, based in United States, is currently a Managing Director at CkSum Capital Management. David Mickelson brings experience from previous roles at First Financial Resources and Mickelson Capital Consulting. David Mickelson holds a 1969 - 1972 California State University, Northridge. With a robust skill set that includes Alternative Investments, Asset Managment, Investment Advisory, Direct Investing, Wealth Preservation Planning and more. David Mickelson has 2 emails and 2 mobile phone numbers on RocketReach.
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