Dave Mack
Director of National Accounts @Cornerstone Wealth Management, Usa
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WORK HISTORY
Director of National Accounts @Cornerstone Wealth Management, Usa
Fort Myers, FL, US
Responsible for the national expansion of the firm\'s professionally-managed portfolio models to independent fiduciaries across the U.S. •Interacted daily with accredited portfolio analysts to in-turn relay first-hand financial information to participating advisors, conveying client impact. •Demonstrated the advantages, investment return, and cost-effectiveness of utilizing professional, unbiased management for their clients\' portfolios, including impartial fund selection, strong performance, and upside- and downside-protection.•Recruited a Top-Producing advisor to the firm.•Finalized digital marketing of professionally-prepared Investment Policy Statements, risk tolerance tests, and client material.
EDUCATION
University of Missouri-Columbia
B.A.
ABOUT DAVE MACK
A management professional and licensed fiduciary, with extensive experience directing high level activities, driving business goals, and increasing profitability. Considered an expert in developing and executing corporate initiatives that equip a range of producers for top performance. Produced a strong track record of successfully building competent teams of motivated staff and long-lasting networks. Involved in managing entire business operations as well as in achieving organizational goals & objectives Quick learner with strong management skills and possesses ability to analyze issues, devise continuous process improvements and incorporate initiatives to increase efficiency, streamline operations and decrease overall expenses with minimal resources Passionate about delivering results that exceed expectation and brings a high degree of energy, integrity and mission to any enterprise Extensive analytical skills with proven ability to utilize sound business acumen and strategic thinking in a diverse range of environments Enthusiastic worker, self-motivated team leader with hands on experience in all aspects of management, planning and seamless execution with strong analytical skills and penchant for organizing disparate details into actionable plans AREAS OF EXPERTISE: Financial Service Sales Training & Development Sales & Marketing Management Recruiting International Business Development Project Management Client Relationship Management Customer Acquisition & Retention Account Management Negotiations Strategic & Tactical Planning Multi-tasking in Fast-paced Environments Team Leadership Quick Problem Resolution and Decision Making Articulate Oral and Written Communication
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