David Plante Msf

David Plante MSF has a strong background in the financial industry with a focus on investment management and data operations. David has held several director-level positions, including Director of Investment Data Operations at Advisor360° and Director of Investment Management Outsourcing at Thomson Reuters. Additionally, they have experience as a Managing Consultant at Citisoft, a Program Director at Orbis Solutions, and a Director of Performance Solutions Group at iX Partners. David also has expertise in project management, having served as a Project Manager at Eagle Investment Systems and as a Senior Business Analyst at Venture Financial Services Group. David began their career as an Investment Analyst at CitiStreet and a Senior Performance Analyst at Liberty Funds Group.

David Plante has a Master of Science in Finance (MSF) from Suffolk University - Sawyer Business School. David also holds a Bachelor of Science in Business Administration (BSBA) with a focus on Finance and Marketing from the University of Massachusetts Lowell. Prior to their undergraduate studies, they attended Bishop Guertin High School.