David P. Email & Phone Number

Partner, President, and Chief Operations Officer @ Wealthgate Trust

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David P. Location

United States

David P. Work

2025 - now Partner, President, and Chief Operations Officer @ Wealthgate Trust
2024 - now Board of Director @ Wealthgate Trust
2021 - 2024 Partner, Head of Finance and Operations @ Wealthgate Trust
View Department

2020 - 2021 Chief Financial Officer @ ThunderRoad Financial
2016 - 2020 Founder and Chief Executive Officer @ F∙A∙O Strategy
2014 - 2016 Co-Founder, Chief Financial and Chief Credit Officer @ ThunderRoad Financial
2011 - 2014 SVP and Chief Financial Officer @ Heritage Bank of Nevada/Heritage Bancorp
2001 - 2011 Board of Director and ALCO Chair and Acting Chief Financial Officer @ Eaglemark Savings Bank
1999 - 2011 Director Of Accounting and Finance Operations @ Harley-Davidson Financial Services
1997 - 1999 VP and Corporate Controller @ Pioneer Citizens Bank of Nevada/Pioneer Bancorp

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David P. Education

UNC Kenan-Flagler Business School
Master of Business Administration
2017 - 2019
University of Nevada, Reno
Bachelors of Science Degree (Business Administration - Finance)
Pomona College
(CUNA Management School)

David P. Summary

David P., based in United States, is currently a Partner, President, and Chief Operations Officer at Wealthgate Trust. David P. brings experience from previous roles at Wealthgate Trust, ThunderRoad Financial and F∙A∙O Strategy. David P. holds a 2017 - 2019 Master of Business Administration @ UNC Kenan-Flagler Business School. David P. has 2 emails and 3 mobile phone numbers on RocketReach.

David P. Emails

Found 2 emails

David P. Phone Numbers

Found 6 phone numbers

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