David Crochet
Director of Relationship Management at Beverly Hills Private Wealth
Based in Los Angeles, United States
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Seniority
Director
Department
Sales & Business Development
Location
Los Angeles
Industry
Financial Services
Company size
14
Contact information
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d•••••••@bhpw.com
Phone
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Background
About David Crochet
I have two decades spearheading client service operations and technology optimization within the ultra-high-net-worth advisory space. My expertise lies in dissecting complex problems to their root and motivating teams to deliver exceptional service. At my core, I share BHPW’s commitment to putting clients first, guided by a strong analytical skillset, refined through my tenured experience. Our team's success is due to a shared commitment to excellence. I'm dedicated to contributing to our collective achievements in the multi-family office and ultra-high-net-worth space within the wealth management and estate planning industry.
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