David Friedman

David Friedman Email and Phone Number

Head of Christian Investments Solutions @ Bountiful Financial
New York, NY, US
David Friedman's Location
New York, New York, United States, United States
David Friedman's Contact Details

David Friedman personal email

n/a
About David Friedman

As a serial entrepreneur and pioneer in the wealth intelligence and data space, Mr. Friedman is considered one of the world’s leading experts and authority on the global ultra affluent and high net worth market. Mr. Friedman is a noted and sought after speaker on trends impacting the ultra affluent along with strategies for accessing and engaging them. Mr. Friedman has been and is frequently quoted in the media including the Wall Street Journal, New York Times, Financial Times, The Guardian, Investment News, Forbes and The Telegraph, and has been a frequent guest contributor on such broadcasts as CNBC, BBC, FOX, CNN, and Bloomberg.Mr. Friedman leads the Family Office, Luxury and Financial Services Practice for Forbes Banister. About Forbes BanisterForbes Banister International, a subsidiary of Forbes, is a premier executive search, advisory and branding firm that represents the highest level of success through the power of exceptional people. Forbes Banister International is building transformational companies through the recruitment of aspirational talent and innovative leaders. With Forbes’ access to global executive communities, Forbes Banister International provides its clients with a distinct competitive advantage in the battle for the top talent required for sustainable growth and long-term success.

David Friedman's Current Company Details
Bountiful Financial

Bountiful Financial

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Head of Christian Investments Solutions
New York, NY, US
David Friedman Work Experience Details
  • Bountiful Financial
    Head Of Christian Investments Solutions
    Bountiful Financial
    New York, Ny, Us
  • Forbes Global Talent
    Partner
    Forbes Global Talent Jan 2024 - Present
    Jersey City, New Jersey, Us
  • Faith & Media Initiative
    Strategic Advisor
    Faith & Media Initiative Oct 2023 - Present
  • The Uhnw Symposium
    Co-Founder
    The Uhnw Symposium Jun 2020 - Present
  • Oxford Analytica
    International Advisory Board , Oxford Analytica
    Oxford Analytica Feb 2017 - Present
    Oxford, Gb
    Honored and proud to return to OA where I was an original intern and now to join their illustrious International Advisory Board of Oxford Analytica including such other Board members as Bill Bradley, Thomas Glocer (Former CEO of Thompson Reuters), John Negroponte (former Under Secretary of State), Gregory Treverton (Former Chairman of the National Intelligence Council), Douglas Wise (Former Deputy Director, Defense Intelligence Agency, USA, Former CIA Senior Intelligence Service) & Peter Woicke (Former CEO of the International Finance Corporation (IFC) Managing Director of the World Bank Group)
  • Friedman Ventures
    Principal
    Friedman Ventures Jan 2015 - Present
    Founded by wealth data and intelligence pioneer David Friedman, Friedman Ventures is the global leading ultra high net worth wealth intelligence, data, certification and strategy consulting platform for understanding, accessing and engaging the ultra affluent market. Friedman Ventures represents a portfolio of business across digital advertising, AI, cyber security, wealth intelligence and AML/KYC solutions touching the anatomy of the ultra affluent and family office market across luxury and financial services. www.friedman.ventures
  • Wealthquotient
    Co-Founder
    Wealthquotient Sep 2016 - May 2024
    New York, Us
    WealthQuotient is the world’s leading Prospect Development Platform leveraging proprietary data-driven referral-based methodology and coaching for fundraising and sales professionals. Engaging the ultra wealthy market is challenging and because of this, most lack a proactive or systematic strategy for growth. Having worked with the worlds most recognized brands across financial services, luxury, non-profit and higher education WealthQuotient has an unrivaled experience and track record for success. WQ has distilled this experience into a step-by-step methodology and toolkit that empower our clients to accelerate the proactive development of an UHNW pipeline and integrates fully with CRM systems. We further build frameworks that help our clients better understand this market and translate that intelligence into practical bespoke engagements and events. Finally, WQ has online learning platform that includes our methodology and tools as well as a knowledge sharing platform around best practices and case studies for engaging the ultra wealthy for luxury brands, non-profits and financial services. We offer customized training seminars and workshops along with on going coaching and strategy consulting. Our clients exponentially increase their chances for success through the application of proven and concrete principals and strategies.
  • Wealth-X
    President & Co-Founder
    Wealth-X Apr 2010 - Sep 2016
    New York, New York, Us
    Having grown to 270 people with offices around the world, Wealth-X is the leading sales intelligence platform providing the most accurate, comprehensive, relevant and timely information on Ultra High Net Worth Individuals for the wealth management, private banking, multi-family office and luxury brand industries. A majority of Wealth-X was acquired by Insight Venture Partners (a $8B Venture Fund based in NYC) in Sept. of 2014 which provided the early investors with a 10X Return on Equity and David officially left Wealth-X in Sept. of 2016 to pursue his next several ventures.
  • Kuwait Finance House Digital Media Private Equity Fund
    Independent Consultant
    Kuwait Finance House Digital Media Private Equity Fund Nov 2008 - Dec 2009
    Kuwait City, Kw
    Work as an independent consultant advising Kuwait Finance House on identifying target sectors and value propositions for their real estate investment in Iskandar Malaysia focused on the Creative Digital Media industry. Currently working with KFH to build and launch a private equity fund focused on digital media companies linked to their investment in the Creative Zones for the Iskandar Malaysia real estate development across the causeway from Singapore.
  • Open Finance Network
    Family Office Strategic Development Executive
    Open Finance Network Jan 2008 - Mar 2009
    Mr. Friedman lead the development of the Family Office practice at OFN providing technology solutions and strategies for wealth management firms serving high net worth individuals and family/multifamily offices. He was successful in bringing in over $1 billion dollar in assets to the platform including the firms first single family office.
  • Oxford Analytica
    Senior Consultant
    Oxford Analytica 2006 - 2007
    Oxford, Gb
    Advised emerging market governments on economic development strategies
  • Global Consulting Group Cb Richard Ellis
    Managing Director
    Global Consulting Group Cb Richard Ellis 2002 - 2006
    Dallas, Tx, Us
    As Managing Director in the consulting group for CB Richard Ellis, the world’s largest commercial real estate services firm, Mr. Friedman focused on advising Fortune 1000 clients on how to deploy and optimize fixed assets across their global value chains and on the other end, advising emerging market governments in the Middle East, Asia and Latin America on competitive positioning and marketing architecture to attract Foreign Direct Investment. Mr. Friedman's major client engagement under CBRE Consulting was providing strategy and analysis for the Saudi Royal Family and the Bahraini Government around a large billion dollar real estate development technology park in Bahrain. David also led a team at CBRE which helped to pioneer real options use for corporate clients of which the case studies where published in the Real Estate Finance Journal.
  • Stree Global Investment In Women
    Chief Strategy Officer
    Stree Global Investment In Women 2000 - 2001
    Developed venture philanthropic strategy for women's preventive health in emerging countries which was launched by Queen Nor and Bill Clinton in Palo Alto
  • Dreamlot.Com
    Co-Founder
    Dreamlot.Com 1999 - 2000
    Co-founded with Michael Yang (founder of MySimon which was acquired by CNET for $700M) an online automotive comparison search engine to 50 people; hired the former CEO of Nissan; secured financing from the top angels in Silicon Valley.
  • The Institute For Innovation
    Consultant
    The Institute For Innovation 1997 - 1999
    Provided strategy consulting services to high growth technology firms and industry leaders. Clients included Incyte Genomics, Cisco, Sony as well as several large non-profits such as Prison Fellowship.

David Friedman Skills

Strategy Start Ups Entrepreneurship Business Strategy Strategic Planning Private Equity Venture Capital Executive Management

David Friedman Education Details

  • Yale University
    Yale University
    Philosophy Of Religion And Ethics From Divinity School
  • Wheaton College
    Wheaton College
    Political Science
  • Charlotte Christian
    Charlotte Christian

Frequently Asked Questions about David Friedman

What company does David Friedman work for?

David Friedman works for Bountiful Financial

What is David Friedman's role at the current company?

David Friedman's current role is Head of Christian Investments Solutions.

What is David Friedman's email address?

David Friedman's email address is df****@****h-x.net

What schools did David Friedman attend?

David Friedman attended Yale University, Wheaton College, Charlotte Christian.

What skills is David Friedman known for?

David Friedman has skills like Strategy, Start Ups, Entrepreneurship, Business Strategy, Strategic Planning, Private Equity, Venture Capital, Executive Management.

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