CD Wealth Management Employee Directory
CD Wealth Management corporate office is located in 16400 Dallas Pkwy Ste 310, Dallas, Texas, 75248, United States and has 1-10 employees.
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Employees by Department
Departments
Number of employees
Sales
4
C-Suite
3
Finance
3
Human Resources
1
Operations
1
CD Wealth Management CEO
Key Employees of CD Wealth Management
CD Wealth Management Global Presence
| Location | People at location |
| North America | 11-50 |
Index of contact profiles from CD Wealth Management
- Director, Human Resources & Manager, Office
- United States , Texas , Dallas
- Senior Registered Client Service Specialist & Operations Coordinator
- United States , Texas , Dallas
- Chief Executive Officer
- United States , Texas , Dallas
- Senior Registered Client Service Associate
- United States , Texas , Dallas
- Team Member
- United States , Texas , Dallas
- Senior Underwriting & Case Design Specialist
- United States , Texas , Dallas
- Assistant Chief Executive Officer, Strategic To Ilona Friedman
- United States , Texas , Dallas
- Assistant Strategic To Scott Cohen Founder & Executive Chairman
- United States , Texas , Dallas
- Senior Registered Client Service Specialist
- United States , Texas , Dallas
- Director, Investment Operations
- United States , Texas , Dallas
Former Employees at CD Wealth Management
Explore people who held key positions, contributed to CD Wealth Management's success, and advanced their careers.
Executive Vice Preside... at Wells Fargo Clearing S...
Worked as Senior Investment Analyst & Operations Special...
at CD Wealth Management (2016-2018)
Advisory Services Spec... at Prospera Financial
Worked as Registered Client Associate
at CD Wealth Management (2021-2021)
Incoming Investment Ba... at Raymond James
Worked as Financial Advisory Intern
at CD Wealth Management (2025-2025)
Manager, Member Servic... at Terra Firma
Worked as Senior Registered Client Service Specialist
at CD Wealth Management (2023-2025)
Manager, Wealth at Credent Wealth Managem...
Worked as Wealth Advisor
at CD Wealth Management (2025-2025)
Explore More
People from Similar Companies in the Finance Industry Located in Texas, United States
Frequently Asked Questions Regarding CD Wealth Management Employees
CD Wealth Management is an independent fiduciary firm based in Dallas, specializing in comprehensive wealth management and portfolio management services. They focus on helping individuals, families, women in financial transitions, privately held businesses, and executives navigate their financial journeys. Their offerings include wealth planning, t... Read More
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