David Solis
Chief Sales Officer
- Role
- Chief Sales Officer (CSO) at Watercress Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About David Solis
Leadership, management & coaching*Revenue generation*Scaling/Operational efficiency *P&L management*Balanced abilities for strategies and tactics*Broad experience in senior leadership environments*Execution oriented and a history of consistent results*Globally adept and culturally sensitive*Experienced living & working abroad (Americas/EMEA/Asia)Goal:To be part of a team that *always does the right thing*never fails to pursue simplicity *leverages data, experience and intuition*focuses on the customer/client *balances the client, shareholder and associate*leverages business fundamentals*innovates*exhibits high energy
Experience
Chief Sales Officer (CSO)
Jun 2025 — Present · Charlotte, NC, US
Education
Albion College
BA, Double Major, Economics & Management and Spanish
1991 — 1995
Skills
- Sales Operations
- Customer Retention
- Payments
- Treasury Management
- Customer Service
- Training
- Strategy
- Marketing
- Financial Analysis
- Sales
- Executive Management
- Treasury
- Analytics
- Retail Banking
- Management
- Team Building
- Banking
- Risk Management
- Leadership
- Insurance
- Communication
- Business Services
- Credit
- Investments
- Cash Management
- Financial Planning
- Credit Analysis
- Portfolio Management
- Selling
- Loans
- Relationship Management
- Credit Cards
- Team Leadership
- Commercial Banking
- Commercial Lending
- Business Relationship Management
- Coaching
- Strategic Financial Planning
- Financial Services
- Finance
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