CoverProfile

David Witkowski

Regional Vice President, Investment Advisor

Q3 Asset Management

United States, Michigan, Bloomfield Hills

About Me

David brings extensive experience to Q3AM in the area of both high level sales and financial services. He spent 17 years in high level software sales, closing enterprise wide agreements with many Fortune 500 companies including Caterpillar and Ford Motor. Dave transitioned from technology sales to the financial services industry when he joined UBS as a financial advisor. Today, Dave focuses his efforts on helping independent advisors build their fee-based business. He attended the University of Detroit for both his undergraduate and graduate degrees. Dave lives in Bloomfield Hills with his wife Angela, where they raised two grown sons while remaining active in the community. Dave currently m
View more

Profile Information

Regional Vice President, Investment Advisor

Q3 Asset Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Bloomfield Hills

Michigan

United States

May 15, 2024

More profiles to browse

BG
Bruce Greig
Director of Research, Investments
Profile Photo
Bradford Giaimo
Founding Partner
Profile Photo
Adam Quiring
Founding Partner

You Might Like

PG
Patricia Gee
Operations
Manhattan Family Office
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
PM
Prtima MISHRA1
Software Engineer
PA TEST