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Dave Won Email & Phone Number

Founder | Money Mindset Sales Coach at Dave Won & Co.
Location: United States, United States, United States 8 work roles 4 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Founder | Money Mindset Sales Coach
Location
United States, United States, United States

Who is Dave Won? Overview

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Quick answer

Dave Won is listed as Founder | Money Mindset Sales Coach at Dave Won & Co., based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Dave Won.

Dave Won previously worked as Keynote Speaker | Certified Money Coach (CMC)® at Dave Won & Co. and Founder & CEO at Budget Captain. Dave Won holds Behavioral Finance from Harvard University.

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Dave Won & Co.

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About Dave Won

Dave Won is a Founder | Money Mindset Sales Coach at Dave Won & Co.. Colleagues describe them as "I highly recommend Dave as a keynote speaker on financial wellness and its impact on workplace productivity. His expertise in addressing the critical intersection of employee financial stress and business performance is unparalleled. Dave brings a unique perspective to the often-overlooked issue of how employees' financial concerns directly affect company bottom lines. He articulates brilliantly how addressing money stress can transform workplace culture, boost morale, and significantly enhance productivity. What sets Dave apart is his holistic approach, tackling both the emotional and practical aspects of financial wellness. His presentations are not just informative, but transformative, offering actionable strategies that benefit both employees and employers. Having witnessed the impact of his insights firsthand, I can attest to the value Dave brings to any organization seeking to improve employee engagement and overall business performance. If you're looking for a speaker who can deliver real, measurable change in your workplace, look no further than Dave.", "Highly Recommend Dave Won as a Top Financial Coach I've had the pleasure of working with Dave Won on several occasions, including co-hosting financial a workshop. Dave is a top-notch financial coach with a deep understanding of the financial landscape and has a knack for simplifying complex concepts. His ability to connect with participants on a personal level and tailor his advice to their specific needs is truly remarkable. He consistently delivers valuable insights and actionable strategies, empowering individuals to make informed financial decisions. Beyond his expertise, Dave is also a genuine and approachable individual. His passion for financial literacy shines through, and he goes above and beyond to ensure everyone feels comfortable and confident in their financial journey. I wholeheartedly recommend Dave Won to anyone seeking guidance and support in achieving their financial goals.", and "In nearly 11 years as a journalist, Dave is one of the most inspiring people I've ever had the privilege to interview. He is a top-notch storyteller and understands how to use his story to connect with his audience and clients. Dave's approach is unique. He's vulnerable, but knowledgeable. He's intelligent, but humble. No matter the audience you want to reach or the message you want delivered, Dave finds a way to draw people in. All will leave more inspired and more informed, as I did."

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Dave Won's current company

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Dave Won & Co.
Dave Won & Co.
Founder | Money Mindset Sales Coach
United States
AeroLeads page
8 roles

Dave Won work experience

A career timeline built from the work history available for this profile.

Keynote Speaker | Certified Money Coach (Cmc)®

Current

Dave empowers your people to serve and show up with authenticity, confidence and energy by helping them lower their financial stress. His unique approach focuses on the emotional aspect of our money patterns and behaviors. Through his captivating storytelling, compelling message and actionable takeaways, your audience will walk away equipped with the.

Jan 2022 - Present

Founder & Ceo

Current

Des Moines Metropolitan, US

Budget Captain LLC dba/ Dave Won & Co.

Aug 2016 - Present

Master Coach Trainer

Current

Novato, CA, US

Training and equipping Certified Financial Planners with the emotional and behavioral aspects of money.The completion of our training results in the receipt of 10 continuing education units credits.

Sep 2024 - Present

Top Advisor

Current

Advisor to over 700+ members with a focus on holistic financial wellness.

Oct 2023 - Present

Strategic Account Manager

Rockville, Maryland, US

Top Salesperson 2020 & 2021

Nov 2019 - Dec 2022
4 education records

Dave Won education

Behavioral Finance

Harvard University

Bachelor Of Science, Systems Engineering Management

United States Air Force Academy

Masters In Business Administration

Indiana University - Kelley School Of Business

Associate Of Science - As, Pre-Engineering

New Mexico Military Institute
FAQ

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What company does Dave Won work for?

Dave Won works for Dave Won & Co..

What is Dave Won's role at Dave Won & Co.?

Dave Won is listed as Founder | Money Mindset Sales Coach at Dave Won & Co..

Where is Dave Won based?

Dave Won is based in United States, United States, United States while working with Dave Won & Co..

What companies has Dave Won worked for?

Dave Won has worked for Dave Won & Co., Budget Captain, The Money Coaching Institute, The Outlier Project, and Sans Institute.

How can I contact Dave Won?

You can use AeroLeads to view verified contact signals for Dave Won at Dave Won & Co., including work email, phone, and LinkedIn data when available.

What schools did Dave Won attend?

Dave Won holds Behavioral Finance from Harvard University.

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