David O.

David O. has over a decade of experience in customer success and investment counseling. Currently, David serves as a Senior Customer Success Manager at Juniper Square since February 2022, building on prior experience in customer success management roles. Previously, David worked at Fisher Investments for nearly a decade, progressing through various positions including Investment Counselor Group Manager and Account Executive. Earlier professional experience includes a brief role as an Accounting Assistant at Image Line Communications Ltd, where responsibilities involved financial reconciliations. David holds a Bachelor of Science in Commerce with a focus on Finance and Communication from Santa Clara University's Leavey School of Business and has completed additional education programs at the Foundation for International Education and Imperial College.