Dave Krimm

Professional Summary

Dave Krimm is head of strategy and research for SVB Analytics, which includes oversight responsibility for product management and marketing.

Most of Dave’s career prior to SVB has been devoted to building new products and new businesses at Charles Schwab & Co., Intuit, Hambrecht & Quist and J.P. Morgan. Most recently, at J.P. Morgan he was the COO for the LabMorgan division, with responsibility for all business development, marketing and operations functions for this strategic technology advisory group within JPMorgan’s Investment Bank. At Hambrecht & Quist he was Director of Marketing for the investment bank; and President of H&Q Fund Management, in which role he created a new mutual fund business, launching the H&Q IPO & Emerging Company Fund in October 1999.

At Intuit he was Director of Business Development & Marketing for the Automated Financial Services division, and President of Quicken Investment Services, the firm’s Registered Investment Advisor subsidiary. And at Charles Schwab & Co. Dave was Vice President of the 401(k) business, which he launched in 1990; he also created the first no-transaction-fee mutual fund program in the industry, which was operated for the 401(k) business until it was broadened in 1992 to the full retail client base as the OneSource program.

Dave holds an MBA from the Yale School of Management and a BA from Brown University.