David Lobeck
Institutional Business Development Officer, First Citizens Wealth
- Role
- Institutional Business Development Officer at First Citizens Bank
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Institutional Business Development Officer
Mar 2017 — Present · Charleston, SC, US
Education
Purdue University
BA, Communications/Business
1982 — 1986
Skills
- Success Driven
- Strategic Consulting
- Territory Growth/Development
- Financial Services
- Crm
- Finance
- Life & Health Insurance Licenses
- Client Relationship Management
- Process Driven
- High Impact Presentation Skills
- 401k
- Key Account Mangement
- Sales Force Development
- Securities License
- Key Account Development
- Mutual Funds
- Relationship Driven
- Wealth Management
- Competitive
- Series 6
- Consultative Sales Professional
- Pensions
- Insurance
- Retirement
- Relationship Developer
- Territory Mgmt
- Qualified Retirement Plans
- Registered Investment Advisor
- Financial Accumen
- Sales Operations
- People-Oriented
- Retirement Planning
- Networking Specialist
- Regional Marketing Campaigns
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.