David Wagner Email & Phone Number
CEO and Chief Investment Officer @ Tidecrest Wealth Management, LLC
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
David Wagner Location
- Los Angeles, CA, US
David Wagner Work
- 2024 -now CEO and Chief Investment Officer @
- 2016 -2024 Senior Vice President - Wealth Management Advisor @
- 2006 -2016 Vice President @
- 2004 -2006 Founder and Principal @
- 2002 -2004 Senior Advisor - Wealth and Tax Advisory @
- 1999 -2002 Senior Associate - Private Client Services @
David Wagner Education
- USC Marshall School of Business
Masters of Business Administration, MBA (Financial Markets & Investments)
2008-2011 - University of Southern California
Graduate Certificate (Financial Analysis & Valuation)
2008-2011 - UC Santa Barbara
David Wagner Summary
- David Wagner, based in Los Angeles, CA, US, is currently a CEO and Chief Investment Officer at Tidecrest Wealth Management, LLC. David Wagner brings experience from previous roles at Merrill Lynch Wealth Management, Morgan Stanley, Breakwater Investments and HSBC. David Wagner holds a 2008 - 2011 Masters of Business Administration, MBA in Financial Markets & Investments @ USC Marshall School of Business. David Wagner has 1 emails and 10 mobile phone numbers on RocketReach.
Looking for a different David Wagner?
Find contact details for 700 million professionals.
Others Named David Wagner
David Wagner
Managing Director of Research
Boston, MA, US
David Wagner
Senior Vice President - Investor Management
Frankfurt, HE, DE
David Wagner
President and CEO, MJHS Health System
New York, United States
David Wagner
CEO
San Diego, CA, US
David Wagner
Chief Executive Officer and Board Member
Atlanta, GA, US
David Wagner
CEO and Founder
Gaithersburg, MD, US
David Wagner
Sr. Vice President
Ankeny, IA, US
David Wagner
CEO and Chief Investment Officer
Los Angeles, CA, US
Top Tidecrest Wealth Management, LLC Employees
Troy Brown
COO
Newport Beach, CA, US
David Wagner
CEO and Chief Investment Officer
Los Angeles, CA, US
Mary Tonaszuck
Client Service Associate
Newport Beach, CA, US
Trenton Kolden
Senior Wealth Management Associate
Laguna Niguel, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co