David Hock
C-suite financial operations executive
- Role
- Chief Financial Officer at Arete Wealth
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About David Hock
Seasoned, analytical executive with extensive experience in strategic financial planning, investmentproducts and financial services operations in the high-net investor market.Securities offered through Arete Wealth Management, member FINRA, SIPC, NFA. Advisory services offered through Arete Wealth Advisors, an SEC registered investment advisor.
Experience
Chief Financial Officer
Oct 2008 — Present · Chicago, IL, US
Oversight of $4B assets under management, 140+ advisers and 35+ branch offices nationwide for BD/RIA/Insurance firm-Focus on product structure and development, due diligence, operations management and corporate finance-Drove firm to be named no. 3 fastest-growing independent Broker-Dealer in U.S. and no. 2 in alternative investment revenue in 2018 (Investment News).
Skills
- Valuation
- Due Diligence
- Hedge Funds
- Wealth Management
- Securities
- Retirement Planning
- Alternative Investments
- Series 7
- Strategic Financial Planning
- Private Equity
- Investments
- Equities
- Asset Management
- Asset Allocation
- Mutual Funds
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.