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Dave Schrohe
Partner at Convergency Partners
Dave Schrohe is a highly accomplished professional with a diverse background in finance and wealth management.
He holds an MBA in Finance from The Wharton School and a BA in Economics from the University of Pennsylvania, showcasing his strong educational foundation.
Currently, Dave serves as a Partner at Convergency Partners, a role that leverages his extensive experience and expertise in the industry.
Previously, he held key leadership positions at renowned organizations such as Lenox Wealth Advisors, UBS, Morgan Stanley, Citi, and Smith Barney Inc., where he demonstrated his strategic vision and operational prowess.
With a track record of success in various roles including President, Executive Vice President, Managing Director, Chief Operating Officer, and Head of different client segments, Dave has honed his leadership and management skills over the years.
His experience ranges from wealth management solutions to corporate client groups, institutional client segments, digital marketing, and strategy development, reflecting his versatile skill set and adaptability.
Dave Schrohe's background also includes a stint in M&A and management consulting, further enriching his expertise and understanding of the financial landscape.
His career progression from associate roles to senior vice president positions to executive leadership highlights his dedication, commitment, and ability to drive business growth and innovation.
Dave's strategic mindset, coupled with his in-depth industry knowledge, makes him a valuable asset in the world of finance and wealth management.
Overall, Dave Schrohe's exemplary career trajectory and impressive accomplishments underscore his reputation as a seasoned professional in the field.
Highlights
Convergency Partners is excited to announce the strategic partnership between DOOR Ventures Inc. and FE fundinfo, and the closing of the Series A financing. Door moves ever closer to becoming the leading global network for secure diligence information exchange.
https://lnkd.in/gWbKPYZb
#investmentmanagement #wealthmanagement #investmentresearch #duediligence #fintech #wealthtech
I'm very happy for both of these groundbreaking firms. And even more excited for the advisors (and their clients) who will soon be experiencing the benefit of this partnership.
#wealthmanagement #wealthtech #financialplanning #riskmanagement #retirement #retirementplanning
Robert DeChellis Matt Settergren Shelly Osterberg Stephanie Feigt, CFA Rodrigo Amandi Marc N. Mettler Thomas Putter Martin Coughlan, CFA, CAIA Frank Porcelli Jeff Miller Peter Cieszko Eric Hoerdemann Tom Corra, CFA®
