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Dave Jones — Senior Vice President - Director of Estate Strategy · Bailard · Austin, Texas, United States.
Direct contact
No direct contact on file for Dave yet.
Experience
Senior Vice President - Director of Estate StrategyCurrent
Bailard, Inc.
May 2020 – Present
Director of Gift and Estate Planning
The University of Texas at Austin
Apr 2018 – May 2020
Education
- University of San Diego School of Law — Doctor of Law - JD, LL.M. in Taxation
- Brigham Young University — Bachelor's degree
Skills
Estate PlanningPhilanthropyCharitable Giving
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- Pavita Fleischer — Chief Compliance Officer
- Ryan Cole, CFP®, CTS™ — Bailard Wealth Management
- Sonya Mughal, CFA — Chief Executive Officer