David Silvia
Account Management ♦ Wealth Management ♦ Client Relations ♦ Financial Planning ♦ Financial Services ♦ Product Manager
- Role
- Client Manager at Fidelity Investments
- Location
- Narragansett, RI, US
- LinkedIn followers
- 500 followers
About David Silvia
40••••••91• d••••••••@gmail.comDynamic and driven critical thinker who accomplishes attracting and maintaining potential prospects into trusted clients. Over 24 years of wealth management and investment operations experience with a strong high profiled workforce environment. Providing strategic leadership to formulate and implement current client acquisitions, investment execution, and asset management strategies. Streamlining overall excellence in utilization of sophisticated software systems to aggregate the enhancement of information to investors, referral sources, and partners ensuring overall efficiency. Managed clients with overall net worth value in excess of while comprehending and communicating technical, industry, and product-specific concepts.COMPETENCIES• Analytical • Employee/Team Training • Consummate Networker • Budget Management• Capital Markets • Asset Management • Policies & Procedures • Financial Systems• Outcome Focus • Account Executive • Consultive Selling • Employee RelationsNOTABLE KEY ACCOMPLISHMENTS Developed investment strategy, portfolio models, operations tools, operational processes Collaborated with and instructed Institutional clients on the details of financial technology software Maintained and managed over 500 client relationships of high net worth individuals, executives, and institutional clients Delivered and helped grow firm assets under management from to during tenure Participated in analyzing prospective and existing client relationships while managing all operational aspects of engagements Recreating the trading platform brought the account’s trading process down from 1 hour to 10 minutes. Overcame cost objection and independently initiated and implemented full transition to the new electronic trading system Researched and discovered innovative portfolio management software solution to tie together existing systems and improve current processes Dedicated subject matter expert on all investment related components and available product offerings
Experience
Client Manager
Dec 2014 — Present · Smithfield, RI, US
Elevated team efficiency and consulted with institutional wealth advisors who on average, each managed between 200-600 client relationships.√ Managed an average of 25 registered investment advisors on the usage of tools available through multiple Fidelity Institutional Platforms.√ Collaborated and instructed Institutional clients on the inner workings of financial planning software.√ Represented and effectively developed networks and built alliances with clients.√ Evaluated system issues and maintained a list of product updates for internal and external distribution. √ Led technical problem solution, data analysis, and instructed clients on software functionality. √ Guided 25-30 Registered Investment Advisors per day on how to properly navigate retirement and financial software products. √ Created customized training curriculums for complex investment planning tools. √ Utilized complex software packages including: NaviPlan, Advent APX, Oracle CRM, and Fidelity Retirement Income Evaluator.
Education
University of Rhode Island
Post Baccalaureate (Non Degree Program), Pre Medicine
Rhode Island College
Financial Planning and Services
2012 — 2013
UC Santa Barbara
Bachelor of Arts, Political Science; International Affairs
Middletown High School
Diploma
College for Financial Planning
CFPE - Certified Financial Planner Program
2014
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