David Donovan
Vice President, Regional Wealth Management Consultant
- Role
- Vice President, Regional Wealth Management Consultant at American Century Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Regional Wealth Management Consultant
Jun 2002 — Present · Boston, MA, US
Responsible for Mutual Funds, SMA, ETF, and Private Investment sales, territory development and management of the New England Territory - Independent/RIA/Wealth Management Channels.Manage client relationships in a consultative manner to influence investment decisions in American Century/Avantis Investors products.Assist financial advisors with implementing marketing/prospecting strategies, creative sales ideas, business management tools, and other value-added services.Fostered growth with center of influence at RIA’s, home office and IBD’s.Previous years included gaining sales agreements and platform placement with new firms.
Education
Bryant University
Bachelor of Business Administration (BBA)
Skills
- Alternative Investments
- Investment Advisory
- Asset Management
- Wealth Management
- Series 63
- Investment Management
- Mutual Funds
- Retirement Planning
- Asset Allocation
- Financial Markets
- Bloomberg
- Financial Services
- Investment Strategies
- Series 7
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