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@dimensional.com
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1 phone found area 312
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LinkedIn matched
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Davey Quinn, Cfp® is listed as Helping clients grow and manage their wealth | Building software to make financial advice better at Pine Harbor Wealth Management, based in Washington, District Of Columbia, United States. AeroLeads shows a work email signal at dimensional.com, phone signal with area code 312, and a matched LinkedIn profile for Davey Quinn, Cfp®.
Davey Quinn, Cfp® previously worked as Chief Executive Officer & Chief Compliance Officer at Pine Harbor Wealth Management and Co-Founder at Advicecloud Ft. Davey Quinn, Cfp® holds Master Of Business Administration (Mba), Analytic Finance, Statistics & Entrepreneurship from The University Of Chicago Booth School Of Business.
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AeroLeads found 1 current-domain work email signal for Davey Quinn, Cfp®. Compare company email patterns before reaching out.
"I approach life the same way I approach a game of football -- hit the line hard"-Teddy RooseveltMy name is Davey and I run a boutique wealth management firm, Pine Harbor Wealth Management. We help individuals create a holistic goals-based financial plan and we build resilient investment portfolios. I believe personalized advice and management can help you significantly build and grow your wealth.Previously, I led the wealth management division at a fin-tech startup that was acquired by Capital One. I also managed equity portfolios at Dimensional Fund Advisors, investing in developed and emerging markets. I managed over $4B in equities across the globe on a daily basis. I helped to educate clients on fundamentals of investing -- from valuation theory to portfolio design to innovations in trading.Additionally, I consulted for corporate, government and non-profit clients to improve annual plans, financial reports and budget forecasts with technology, data science and corporate finance.Outside of work, my interests include politics, neuroscience, foreign policy and basketball. I strive to keep learning everyday. My weekends often are consumed with reading the latest Economist magazine, catching up on a good book and spending quality time with my wife, our daughter, and our dog.During business school at The University of Chicago, I conducted research on investment strategies, focusing on momentum and value investing. I also created corporate finance models, focusing on LBOs, private equity deals and corporate strategy.
Listed skills include Financial Modeling, Equities, Portfolio Management, Investments, and 29 others.
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I launched and currently run a boutique wealth management firm focused on helping clients along their wealth journey.We develop financial plans for our clients, propose tax strategies, and manage investment portfolios for clients.We work with families and individuals, with a focus on retirement readiness and managing your financial life through retirement.
Joined technology startup to lead the investment management business with a mission to help retirees extend the life of their money.Played a key leadership role orchestrating and influencing Capital One acquisition of United Income, resulting in successful exit.Head of the Wealth and Investment Management business, overseeing $750M in assets under.
Austin, TX, US
Managed equity portfolios across developed and emerging markets ~$4B.Presented investment ideas at institutional, financial advisor and industry conferences.Chaired the Australian Content Review Group developing targeted marketing materials.Curated and presented client education program on fundamentals of investing.Researched investment strategies and.
Washington, DC, US
Delegate for Barack Obama representing Illinois
Henderson, Nevada, US
Led financial planning and reporting project for $800M revenue Healthcare Services firmBuilt technology in Oracle, SQL and VBA to reduce financial close by 25%Sold over $250k in additional consulting projectsGenerated business development through webinars and presentations
Andover, Massachusetts, US
Led annual planning and forecasting project for $4B revenue food retail clientManaged project budget of $1.1MDesigned forecasting process with users in Belgium, Switzerland, San Francisco and Cincinnati
Charlotte, NC, US
Built models to scour massive customer data sets to identify risk with SASSaved $10M in overdraft loss in first year by improving risk modelsCollaborated with senior management to create performance and incentive metricsPrepared weekly overdraft report to business owners across the bank
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Davey Quinn, Cfp® works for Pine Harbor Wealth Management.
Davey Quinn, Cfp® is listed as Helping clients grow and manage their wealth | Building software to make financial advice better at Pine Harbor Wealth Management.
AeroLeads has found 1 work email signal at @dimensional.com for Davey Quinn, Cfp® at Pine Harbor Wealth Management.
AeroLeads has found 1 phone signal(s) with area code 312 for Davey Quinn, Cfp® at Pine Harbor Wealth Management.
Davey Quinn, Cfp® is based in Washington, District Of Columbia, United States while working with Pine Harbor Wealth Management.
Davey Quinn, Cfp® has worked for Pine Harbor Wealth Management, Advicecloud Ft, Spectrum Industries Inc., Marstone, Inc., and The Connemara Group.
You can use AeroLeads to view verified contact signals for Davey Quinn, Cfp® at Pine Harbor Wealth Management, including work email, phone, and LinkedIn data when available.
Davey Quinn, Cfp® holds Master Of Business Administration (Mba), Analytic Finance, Statistics & Entrepreneurship from The University Of Chicago Booth School Of Business.
Davey Quinn, Cfp® is listed with skills including Financial Modeling, Equities, Portfolio Management, Investments, Financial Analysis, Corporate Finance, Risk Management, and Management.
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