David Bazzoli
National Advice Center Section Manager, Vice President
- Role
- National Advice Center Section Manager, VP at Huntington Financial Advisors
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About David Bazzoli
Experienced Finance Manager with a demonstrated history of working in the financial services industry. Skilled in Negotiation, Risk Management, Securities, Management, Mutual Funds, and Trading.
Experience
National Advice Center Section Manager, VP
Jun 2024 — Present · Columbus, OH, US
Develops sales strategies, directs, trains and motivates staff. • Works with and coaches\' finance advisors to ensure they stay current regarding new financial instruments and techniques and can adequately present new products to clients. • Communicates the group\'s program, strategic direction to personnel from various departments/functions of the corporation.
Education
The Ohio State University Fisher College of Business
Bachelors of Science, Finance
1997 — 2001
Skills
- Investments
- Budgets
- Finance
- Accounting
- Portfolio Management
- Program Management
- Operational Risk
- Strategic Financial Planning
- Trading
- Training
- Crm
- Financial Modeling
- Retirement Planning
- Financial Analysis
- Asset Allocation
- Mutual Funds
- Risk Management
- Negotiation
- Securities
- Compliance
- Access
- Investment Strategies
- Alternative Investments
- Management
- Surveillance
- Series 7
- Analysis
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