AeroLeads people directory · profile
David Thomsen Email & Phone Number
Private Wealth Advisor and Impact Investor
at
SFE Investment Counsel Inc.
1 work email found
@sfeic.com
10 phones found area 323, 213, 310, and 303
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Wealth Advisor and Impact Investor
Location
Los Angeles, California, United States
Who is David Thomsen? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Thomsen is listed as Private Wealth Advisor and Impact Investor at SFE Investment Counsel Inc., based in Los Angeles, California, United States. AeroLeads shows a work email signal at sfeic.com, phone signal with area code 323, 213, 310, 303, and a matched LinkedIn profile for David Thomsen.
David Thomsen previously worked as Private Wealth Advisor & Impact Investor at Sfe Investment Counsel Inc. and Client Financial Analyst at Citibank. David Thomsen holds Mba, Finance, Marketing from University Of Colorado Boulder.
Company email context
Email format at SFE Investment Counsel Inc.
This section adds company-level context without repeating David Thomsen's masked contact details.
{first_initial}{last}@sfeic.com
86% confidence
AeroLeads found 1 current-domain work email signal for David Thomsen. Compare company email patterns before reaching out.
Profile bio
About David Thomsen
David is a member of an Executive Team comprised of CFAs, CPAs, MBAs and legal experts. SFE Investment Counsel Inc. serves two types of clients—individuals and organizations. Our individual clients come from all walks of life, from university professors and architects to doctors and entrepreneurs. We consult on financial planning, on wealth transfer, estate planning, income taxes, retirement planning, education funding and charitable gifting.SFE also serves businesses, family offices, non-profits and other financial advisory firms. Like individual investors, our organization clients want their assets actively managed. That means they rely on us to select securities to help them achieve their goals.In both arrangements SFE regularly monitors portfolios and adjusts their composition to reflect clients’ changing needs, market fluctuations, risk tolerance and social impact. We charge a single investment management fee; there are no “add-on” fees for our services.
Listed skills include Investments, Financial Analysis, Finance, Strategic Financial Planning, and 13 others.
Current workplace
David Thomsen's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
David Thomsen work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor & Impact Investor
Current- Responsible for attracting new clients (families, foundations, endowments, non-profits and institutions.
- Create detailed financial plans addressing the areas of asset allocation, cash flow planning, estate & tax minimization and wealth transfer solutions.
- Responsible for maintaining firms’ GIPS® compliance.
Apr 2006 - Present
Client Financial Analyst
- Responsible for growing consumer and business branch balances and cross-selling all bank products including investments, insurance, consumer and business loans and home equity products.
- Accountable for expanding existing client relationships, and aggressive targeting of new business for Citibank’s affiliate business units.
May 2004 - Mar 2006
Account Executive - 980Kfwb
- Attracted new clients to outdoor advertising market which exceeded 1.8 million in annual revenue.
- Sold radio advertising campaigns and sponsorships in the Dodgers Radio Network, the NFL Radio Network and 980KFWB’s daily news coverage.
- Created radio advertising campaigns, wrote copy and produced commercials for local and national companies.
Mar 2002 - May 2004
Senior Director, Affiliate Sales
- Responsible for syndicating news/talk and entertainment licensed products to radio stations in 20 states.
- Responsible for $2.4 million annual budget.
- Sought new media acquisitions to broaden company’s Internet strategy and product portfolio.
Jul 1999 - Mar 2002
Independant Consultant
Entrepreneur
- Prepared business plans, proposals, contracts, marketing strategies and financial analyses for start-up companies.
Jun 1996 - Jul 1999
2 education records
David Thomsen education
Mba, Finance, Marketing
University Of Colorado Boulder
Bachelor Of Arts, Philosophy / Political Science
La Salle University
FAQ
Frequently asked questions about David Thomsen
Quick answers generated from the profile data available on this page.
What company does David Thomsen work for?
David Thomsen works for SFE Investment Counsel Inc..
What is David Thomsen's role at SFE Investment Counsel Inc.?
David Thomsen is listed as Private Wealth Advisor and Impact Investor at SFE Investment Counsel Inc..
What is David Thomsen's email address?
AeroLeads has found 1 work email signal at @sfeic.com for David Thomsen at SFE Investment Counsel Inc..
What is David Thomsen's phone number?
AeroLeads has found 10 phone signal(s) with area code 323, 213, 310, 303 for David Thomsen at SFE Investment Counsel Inc..
Where is David Thomsen based?
David Thomsen is based in Los Angeles, California, United States while working with SFE Investment Counsel Inc..
What companies has David Thomsen worked for?
David Thomsen has worked for Sfe Investment Counsel Inc., Citibank, Cbs Radio, Westwood One, and Entrepreneur.
How can I contact David Thomsen?
You can use AeroLeads to view verified contact signals for David Thomsen at SFE Investment Counsel Inc., including work email, phone, and LinkedIn data when available.
What schools did David Thomsen attend?
David Thomsen holds Mba, Finance, Marketing from University Of Colorado Boulder.
What skills is David Thomsen known for?
David Thomsen is listed with skills including Investments, Financial Analysis, Finance, Strategic Financial Planning, Asset Allocation, Business Planning, Financial Planning, and Investment Strategies.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial