David Tan Email & Phone Number
Member, Transportation Commission, City of Kirkland, WA @ City of Kirkland
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David Tan Location
- Kirkland, WA, US
David Tan Work
- Member, Transportation Commission, City of Kirkland, WA @ (April 2025 - Present)
- Member of Cello Section (One-year appointment) @ (September 2024 - Present)
- Executive Director @ (August 2021 - October 2024)
- Deputy Director and Interim Executive Director @ (January 2019 - August 2021)
- Vice President and Lending @ (June 2017 - December 2018)
- Director of Portfolio Management @ (January 2016 - January 2017)
- Sales Executive @ (January 2013 - January 2015)
- Senior Vice President, Private Client Advisor @ (January 2011 - January 2012)
- Partner @ (January 2000 - January 2011)
David Tan Education
- Pepperdine Law
J.D. (Law)
- The Peabody Institute of The Johns Hopkins University
M. (Music Performance)
- Arizona State University
B.M (Music Performance)
David Tan Skills
- Due Diligence
- Strategic Financial
- Investment Advisory
- Insurance
- Portfolio Management
- High Net Worth
- Wealth Management
- Microsoft Excel
- Estate Planning
- Mutual Funds
- HR
- Sales Executive
- Wealth Management Services
- Marketing
- 401k
- Series 7
- Financial Planning
- Investments
- Microsoft Office
- High Net Worth Individuals
- Private Equity
- Alternative Investments
- Liaison
- Real Estate
- Customer Service
- Mergers and Acquisitions
- Securities
- Strategic Financial Planning
- Asset Management
- Mergers
- Retirement
- Investment Management
- Asset Allocation
David Tan Summary
- David Tan, based in Kirkland, WA, US, is currently a Member, Transportation Commission, City of Kirkland, WA at City of Kirkland. David Tan brings experience from previous roles at Yakima Symphony Orchestra, Inc., MOUNT BAKER HOUSING ASSOCIATION and Impact Capital. David Tan holds a J.D. in Law @ Pepperdine Law. With a robust skill set that includes Due Diligence, Strategic Financial, Investment Advisory, Insurance, Portfolio Management and more. David Tan has 2 emails and 1 mobile phone numbers on RocketReach.
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