David has worked in many different corners of the Financial Services industry – ranging from brokerage, to life insurance, to investment management and including securities regulation. Although David is best known for being the Senior Director of the Corporate Executive Board’s wealth management practice, The VIP Forum. In keeping with his varied background David also supported members in the Corporate Executive Board’s insurance practice (Insurance Advisory Board) and retirement services practice (Retirement Services Roundtable). David has worked with many of the world’s leading financial services organizations in more than 20 countries. With nearly a decade of experience serving executives in the wealth management marketplace, David has a unique perspective of the industry. Working with executive leadership he has used his experience to help companies form successful strategies designed to improve sales, business operations and productivity. He routinely serves as the keynote speaker at industry conferences, addressing industry trends and client demands.Specialties: Wealth Management Operational Strategies; Client Segmentation; Client Acquisition; Private Banking Operational Metrics; HNW Client Service Strategies; Executive Education; Public Speaking and Presentations