David Thomsen

Private Wealth Advisor & Impact Investor @ SFE Investment Counsel Inc.

About

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.

Country

United States

City

Los Angeles

Industry

Investment Management

Skill

Investments, Financial Analysis, Finance, Strategic Financial Planning, Asset Allocation, Business Planning, Financial Planning, Investment Strategies, New Business Development, Investment Management, Retirement Planning, Nonprofits, Wealth Management, Impact Investing, Socially Responsible Investing, Asset Protection, Portfolio Management

Experience

Private Wealth Advisor & Impact Investor

SFE Investment Counsel Inc.

2006-4 - Present · 20 yrs 6 mos

Los Angeles, California

• 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.

Client Financial Analyst

Citi

2004-5 - 2006-3 · 1 yr 11 mos

• 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.

Account Executive - 980KFWB

CBS Radio

2002-3 - 2004-5 · 2 yrs 3 mos

• 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.

Senior Director, Affiliate Sales

Westwood One (Old)

1999-7 - 2002-3 · 2 yrs 9 mos

Culver City, CA

• 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.