David Brawley
Senior Specialist at Merrill Edge
- Role
- Vice President at Merrill Edge
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About David Brawley
Senior management executive with proven leadership experience with financial services firms and not-for-profit organizations. Strong experience in strategic planning, fund-raising, donor cultivation, gift solicitation, investment management and budgeting. Hands-on leader of overall administrative operations with strong business acumen and the ability to collaborate and communicate with all organizational levels and client contacts. Excellent analytical, project management and problem-solving capabilities, including managing organizational change, strategic influencing and developing cost effective strategies to business challenges. Highly regarded by managers and peers for integrity and ability to use creativity and innovation to generate effective strategies to complex issues. Series 7 & 66 and Life and Health Insurance licensed in MA. Specialties: Investment Management Retirement and Education Funding Strategies Business Continuation Planning Relationship Management Charitable Giving Strategies
Experience
Vice President
Feb 2014 — Present · Lincoln, RI, US
Education
Bentley University
BS, Management
1976 — 1981
Skills
- Financial Services
- Relationship Management
- Nonprofits
- Leadership
- Charitable Giving Strategies
- Securities
- Investments
- Asset Management
- Retirement
- Asset Managment
- Fundraising
- Employee Benefits
- Strategy
- Investment Management
- Management
- Retirement Planning
- Voluntary Employee Benefits
- Philanthropy
- Strategic Planning
- Non-Profits
- Finance
- Customer Relations
- Marketing
- Customer Service
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