David Spence Location
Palo Alto, CA, US
David Spence Work
- 2020 - now Partner @ Berliner Cohen, LLP
- 2011 - now Adjunct Professor @ San Jose State University
- 2009 - 2020 Attorney @ Royse Law Firm
- 2003 - 2009 Senior Wealth Management Specialist @ Wells Fargo
- 1999 - 2003 Attorney at Law @ Kramer Radin LLP
- 1996 - 1999 Tax Manager - Estate and Gift Group @ Deloitte
- 1995 - 1996 Attorney at Law @ Berliner Cohen, LLP
- 1994 - 1995 Attorney at Law @ Moerschbaecher & Dryburgh
- 1991 - 1994 Attorney at Law @ Ferrari Alvarez Olsen & Ottoboni
- 1986 - 1988 Senior Tax Specialist @ KPMG US
David Spence Education
- BYU Law School
JD
1988 - 1991 - Brigham Young University
M.Acc. (Taxation)
1984 - 1986 - Brigham Young University
B.S. (Accounting)
1982 - 1986
David Spence Skills
- Estate Administration
- Estate Planning
- Financial Advisory
- CPA
- Public Speaking
- Charitable Trusts
- International Tax
- Estate Tax Planning
- Trust
- Conservatorships
David Spence Summary
David Spence, based in Palo Alto, CA, US, is currently a Partner at Berliner Cohen, LLP. David Spence brings experience from previous roles at San Jose State University, Lucas Graduate School of Business, MST Program, Royse Law Firm, Wells Fargo Private Bank and Kramer Radin LLP. David Spence holds a 1988 - 1991 JD @ BYU Law School. With a robust skill set that includes Estate Administration, Estate Planning, Financial Advisory, CPA, Public Speaking and more. David Spence has 2 emails on RocketReach.
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