David Tolson Email & Phone Number
President @ Arete Advisors
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David Tolson Location
- Houston, TX, US
David Tolson Work
- President @ (September 2016 - Present)
- Wealth Management Advisor @ (April 2004 - August 2016)
- President @ Arete Capital, Inc. (March 2001 - April 2004)
- President - Koch Speciality Chemicals and Koch Microelectronics Services @ (May 1997 - March 2001)
- Managing Director - Koch Equities @ (March 1996 - May 1997)
- President - PanEnergy Information Services @ Panhandle Eastern Corporation (May 1994 - March 1996)
- President @ Pecos Chemicals, Inc. (March 1992 - May 1994)
- President - Llano Pipeline Company @ Hadson Corporation (July 1988 - March 1992)
- Engineering, Operations and Gas Marketing @ ARCO Oil & Gas Company (August 1978 - July 1988)
David Tolson Education
- SMU Cox School of Business
MBA
1987-1989 - Purdue University
Bachelor's degree (Mechanical Engineering)
1974-1978
David Tolson Skills
- Succession Planning
- Exit Planning
- Wealth Management
- Business
- Strategic Planning
- Analysis
- Finance
- Risk Management
- Financial Advisory
- Retirement Planning
- Investments
- Life Insurance
- Disability Insurance
- Leadership
- Problem Solving
- Long Term Care Insurance
- Vision
- Estate Planning
- Annuities
- Real Estate
- Financial Planning
David Tolson Summary
- David Tolson, based in Houston, TX, US, is currently a President at Arete Advisors. David Tolson brings experience from previous roles at Northwestern Mutual, Arete Capital, Inc. and Koch Industries. David Tolson holds a 1987 - 1989 MBA @ SMU Cox School of Business. With a robust skill set that includes Succession Planning, Exit Planning, Wealth Management, Business, Strategic Planning and more. David Tolson has 2 emails and 3 mobile phone numbers on RocketReach.
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