Dave Elliott
Plus aucun poste en cours
Profil
Mr. Dave Elliott, CPA, is Chief Financial Officer & Chief Compliance Officer at Convergent Wealth Advisors LLC.
Prior to joining Convergent Wealth Advisors in 2002, Mr. Elliot developed experience working as the controller for several companies and as a business manager with The McGraw-Hill Companies.
He started his career as an auditor for PriceWaterhouse.
Mr. Elliot earned a BSc degree in Accounting from the University of Virginia and is a Certified Public Accountant.
He holds the Financial Industry Regulatory Authority Series 65 license.
Mr. Elliot serves on the board of directors of Military Community Services Network and is active in supporting several local charities.
Anciens postes connus de Dave Elliott
| Sociétés | Poste | Fin |
|---|---|---|
| Pricewaterhouse & Co. | Corporate Officer/Principal | - |
| S&P GLOBAL, INC. | Corporate Officer/Principal | - |
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Directeur Financier/CFO | - |
Formation de Dave Elliott
| University of Virginia | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| S&P GLOBAL, INC. | Commercial Services |
| Entreprise privées | 2 |
|---|---|
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
| Pricewaterhouse & Co. | Commercial Services |
