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DG
David Gore
Senior Portfolio Manager at West Coast Financial
Seasoned financial expert with 25+ years of experience in investments and financial analysis.
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Location
Santa Barbara, California, United Sta...
Skills
- Investments
- Financial Analysis
- Risk Management
- Financial Modeling
- Due Diligence
- Show all
Bio
Generated by
Topline AI
David Gore is a seasoned financial professional with 25+ years of experience in investments, financial analysis, and risk management. He has held senior positions at West Coast Financial and David C. Gore, CFA, and has expertise in financial modeling, valuation, and portfolio management.
Experience
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United States
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Financial Services
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1 - 100 Employee
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Senior Portfolio Manager
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Oct 2023 - Present
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Partner
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Jan 2011 - Present
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WCF Ambassador
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Aug 2018 - Sep 2023
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Advisor's Advisor
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Aug 2017 - Aug 2018
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Financial Advisor
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Jan 2011 - Aug 2017
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Principal/Financial Planner
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May 1985 - Dec 2010
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Manager, Regulatory Affairs & Quality Assurance
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Apr 1984 - May 1985
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American Heyer-Schulte Company
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Goleta, California, United States
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Quality Assurance Manager
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Oct 1980 - Mar 1984
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Goleta, California, United States
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American Pharmaseal Laboratories
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Tucson, Arizona, United States
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Quality Assurance Manager
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May 1978 - Sep 1980
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Tucson, Arizona, United States
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Education
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1989 - 1991College for Financial Planning
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1969 - 1973
Harvey Mudd College
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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