David Messina
Growing Capabilities for Financial Professionals
- Role
- Business Innovation & Transformation Engineer at TruStage
- Location
- Pottstown, PA, US
- LinkedIn followers
- 500 followers
About David Messina
Experienced financial services professional. Skilled in Coaching, Sales, Cold Calling…
Experience
Business Innovation & Transformation Engineer
Feb 2023 — Present
Education
State University of New York College at Oneonta
BS
2006 — 2010
Skills
- Teamwork
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Negotiation
- Customer Retention
- Customer Service
- Client Retention
- Small Business Lending
- Fraud Detection
- Investments
- Management
- Direct Sales
- 401k Rollovers
- Microsoft Excel
- Sales
- Crm
- Cold Calling
- Finance
- Business Development
- Risk Assessment
- Commercial Lending
- Wealth Management
- Retail
- Relationship Management
- Leadership
- New Business Development
- Collections
- Titling and Beneficiary Designations
- Credit Cards
- Salesforce.com
- Asset Management
- Temporary Staffing
- Financial Analysis
- Portfolio Management
- Contract Negotiation
- Loans
- Credit
- Recruiting
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