David Tassone Location
- Los Angeles, CA, US
David Tassone Work
- 2024 -now Principal @
- 2020 -now Los Angeles Sponsorship Director @
- 2022 -2024 Vice President @
- 2023 -2023 Los Angeles President @
- 2022 -2022 Los Angeles President Elect @
- 2022 -2022 National NexGen Local Leader Coordinator @
- 2019 -2021 Los Angeles NexGen Director @
- 2017 -2021 Financial Advisor @
- 2016 -2017 Operations Risk Advisory Associate @
- 2015 -2016 President @
- 2015 -2015 Director of Marketing and Distribution @
- 2013 -2015 Resident Advisor @
- 2014 -2014 Finance and Marketing Intern @ Strategic Index Money Management
- 2013 -2014 Assistant Track And Field Coach @
- 2012 -2014 Senator @
- 2013 -2013 Client and Manager Research Intern @
David Tassone Education
- USC Marshall School of Business
Master's of Business Administration - MBA
2020-2023 - UCLA
Personal Financial Planning Certificate
2017-2019 - Loyola Marymount University
Bachelor of Business Administration (B.B.A.) (Finance and Economics)
2012-2016 - Loyola High School Los Angeles 2008-2012
David Tassone Skills
- Public Speaking
- Microsoft Excel
- Research
- Teamwork
- PowerPoint
- Microsoft Word
- Microsoft Office
- Social Media
- Management
- Leadership
- Customer Service
- Community Outreach
- Event Planning
- Foreign Languages
- Italian cuisine
- Italian
- Microsoft PowerPoint
- Insurance Planning
- Investment Advisory
- Personal Financial Planning
David Tassone Summary
- David Tassone, based in Los Angeles, CA, US, is currently a Principal at Solidi Wealth Advisors. David Tassone brings experience from previous roles at Financial Planning Association (FPA) and Kaye Capital Management. David Tassone holds a 2020 - 2023 Master's of Business Administration - MBA @ USC Marshall School of Business. With a robust skill set that includes Public Speaking, Microsoft Excel, Research, Teamwork, PowerPoint and more. David Tassone has 3 emails and 1 mobile phone numbers on RocketReach.
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