David Clifford work email
- Valid
- Valid
David Clifford personal email
David Clifford phone numbers
David Clifford is a Chief Strategy Officer at Tectonic Advisors. He possess expertise in equities, asset allocation, fixed income, series 7, mutual funds and 15 more skills.
Tectonic Advisors
View- Website:
- tectonicadvisors.com
- Employees:
- 9
-
Chief Strategy OfficerTectonic AdvisorsHouston, Tx, Us
-
Chief Operating OfficerTectonic Financial, Inc. Dec 2023 - Present- Oversee daily operations of holding company and subsidiaries, ensuring all departments work cohesively to meet company goals.- Collaborate with the CEO and other executives to develop and implement business strategies that align with Tectonic Financial's long-term objectives.- Analyze internal operations and identify areas for process enhancement, implementing performance metrics to track and improve efficiency. -
Chief Strategy OfficerTectonic Financial, Inc. Jan 2018 - Nov 2023- Lead the development and implementation of comprehensive strategic plans that drive growth, innovation, and sustainability.- Analyze market trends and organizational capabilities to identify new business opportunities and areas for expansion.- Oversee the development and implementation of new technologies and products that enhance the company's service offerings and competitive edge.
-
Managing DirectorKings Path Partners Wealth Services Jan 2017 - Dec 2017Sugar Land, Tx, Us -
LecturerHelsinki Metropolia University Of Applied Sciences Aug 2014 - Dec 2016Helsinki, Southern Finland, FiTaught a broad array of courses, including finance, investments, strategy, sales, marketing and communications. -
Chief Strategy Officer, Managing Director, PartnerSalient Partners 2011 - 2013• Held a variety of key management roles at Salient, an asset management firm that grew from $1 billion to $18 billion in AUM during my tenure. Left Salient in 2013, after moving to Finland for family reasons • Collaborated with CEO on the development and management of corporate strategy, including evaluating acquisition opportunities, new product development, and interfacing with our private equity partner• Led product creation effort for the alternative strategies mutual fund complex Salient launched in 2012 (currently a multi- billion-dollar complex)
-
Head Of Investment Distribution, Director, PartnerSalient Partners 2004 - 2011• Served as Salient’s first Head of Distribution for the Funds Business, primarily focusing on the distribution of The Endowment Fund, which ultimately grew to be the largest 1940 Act registered fund of funds at the time• Oversaw sales team that raised more than $7 billion from over 20,000 investor clients • Hired, educated, and managed a staff of 25 sales and marketing professionals focused on the distribution of our alternative investment fund complex (fund of funds, private equity, managed timberland and socially responsible investments)• Delivered hundreds of investment pitches and macroeconomic presentations to groups of 20 - 150 potential and current investors • Co-developed a custom CRM system (U.S. Patent #8423449) around Salient’s sales process and oversaw the programming effort and ongoing development• Managed the product launch and asset raising process for the Sustainable Woodlands Fund, a $300mm fund complex focused on managed timberland investments• Played a key role in helping Salient secure private equity capital funding
-
Associate, Junior AssociateMckinsey & Company 2002 - 2004Us• Worked on a series of strategic growth projects for a global leader in the Telecommunications sector• Participated in projects across the Nordics in the following industries: Energy & Utilities, Retail, Industrial Equipment, Metals & Mining, and Banking & Investments• Consistently ranked “Tracking Plus” – a designation reserved for the top consultants in each peer group • Member of Corporate Finance and High Tech practice groups
David Clifford Skills
David Clifford Education Details
-
Helsingin KauppakorkeakouluFinance And Information Technology -
The University Of Texas At AustinFinance
-
Strake Jesuit
Frequently Asked Questions about David Clifford
What company does David Clifford work for?
David Clifford works for Tectonic Advisors
What is David Clifford's role at the current company?
David Clifford's current role is Chief Strategy Officer.
What is David Clifford's email address?
David Clifford's email address is dc****@****ers.com
What is David Clifford's direct phone number?
David Clifford's direct phone number is +171399*****
What schools did David Clifford attend?
David Clifford attended Helsingin Kauppakorkeakoulu, The University Of Texas At Austin, Strake Jesuit.
What skills is David Clifford known for?
David Clifford has skills like Equities, Asset Allocation, Fixed Income, Series 7, Mutual Funds, Mergers And Acquisitions, Investment Strategies, Investments, Alternative Investments, Hedge Funds, Private Equity, Management Consulting.
Who are David Clifford's colleagues?
David Clifford's colleagues are Carla Keck, Christian Roberts, Michelle Baird, Brian Chen, Kelly Hackett, Juaquin Arellano, Cpa, Cfp®.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial