Adam Durfee is a skilled professional, working in Iconiq Capital main office of which is in 1096. as a Senior Vice President since 2018. Adam Durfee gained professional experience in more than 12 positions at different companies. Adam Durfee went to the University of Pennsylvania - The Wharton School and got education from 2006 to 2008. Adam has such qualifications as Cfp®, Certified Financial Planner™ Certificant. San Francisco, California is the area, where the professional was known to live. The person's email address and phone number can be accessed through this website by request.
Name variants:
Ad Durfee,
Ade Durfee
Last updated May 21, 2024
Contact Information
Last Update
Feb 1, 2016
Email
ad**@iconiqcapital.com, ad**@brfinc.com, ad**@gmail.com
Location
San Francisco, CA
Company
Workplace
Colleagues
Work History
Lead Advisor, Wealth Management
ServicesWe put client interests first. We build long-term relationships as a trusted primary advisor for families. We provide three core services on a highly-customized basis for each client...
Dec 2008 — Oct 2018
Education
2006 — 2008
2006 — 2008
Sep 1996 — Jun 1997
Sep 1996 — 1997
Sep 1992 — Jun 1996
Sep 1992 — 1996
Occupations
Financial Broker
Financial Consultant
Executive
Vice President
Director
Financial Services Professional
Financial Services Sales Agent
Chief Executive
Operations Manager
Skills
Product Management
SaaS
Product Marketing
Financial Modeling
Start-ups
Strategic Partnerships
Analytics
Go-to-market Strategy
Cloud Computing
Portfolio Management
Start Ups
Business Strategy
Strategic Planning
Venture Capital
Business Development
Go To Market Strategy
Strategy
Entrepreneurship
Corporate Development
Saas
FAQs about Adam Durfee
What is the main profession of Adam Durfee?
Adam Durfee is a Senior Vice President.
What are the profession of Adam Durfee?
These person's professions are Financial Broker and Financial Consultant
Where does Adam Durfee live?
The expert currently lives in San Francisco, California.
What is Adam Durfee's email?
Adam's email is ad**@iconiqcapital.com and ad**@brfinc.com.
How many companies did Adam Durfee work at?
Adam Durfee worked at 12 jobs.
Does Adam Durfee have personal website or blog?
The professional`s website is http://www.brfinc.com.
Where has Adam Durfee studied?
Adam studied at the University of Pennsylvania - The Wharton School from 2006 to 2008.
Are there any professional certifications Adam Durfee has?
Adam received the following certifications: Cfp®, Certified Financial Planner™ Certificant.