Dave Young Email and Phone Number
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Dave Young personal email
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Senior retirement services industry professional with extensive, diverse experience in sales leadership, retirement plan outsourcing and technology sales, product development, executive relationship management, and operations management. In depth knowledge of employee benefit plan products, systems, servicing, markets, outsourcing and sales. Skilled in building and maintaining loyalty, leveraging knowledge, experience and integrity.AREAS OF EXPERTISE• Passionate advocate for improving outcomes via product choice, positioning and transparency• Natural leader with expert communication, presentation and consensus building skillsSales Strategy | Client Management | Qualified Plans | Change Agent• Delivers record-setting sales growth - Highest sales volume in 35 years for FIS. Inc 500 list for EIS.• Transformational change agent – Successfully added BPO services to technology sales business.• Retirement plan solutions – Deep knowledge of product solutions and relationships with providers.
Wolters Kluwer Legal & Regulatory Us
View- Website:
- wolterskluwerlr.com
- Employees:
- 521
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Wolters Kluwer Legal & Regulatory UsTampa, Fl, Us
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Senior Sales ExecutiveFis Wealth And Retirement Aug 2023 - Present
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Sales ExecutiveFis Wealth & Retirement Nov 2020 - Present
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Director Of SalesWolters Kluwer Legal & Regulatory Us Mar 2019 - Nov 2020New York, Ny, UsHead of sales and account management, responsible for delivering revenue, retention, sales strategy and execution• Delivered 120% YOY new sales growth in 2019 and retained 97% of existing business• Maintained 97% existing business retention, won new logos and grew YOY YTD new sales in 2020 during COVID-19 pandemic• Coached two 2nd year sales reps to achieve 235%+ in new sales YOY• Introduced BPO services channel in 2020, resulting in $4.2MM in sales pipeline growth
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Senior Vice President, SalesSungard - Now Part Of Fis 2013 - Jun 2018Wayne, Pa, UsHead of sales, responsible for delivering revenue, sales strategy and execution- Delivered 229% sales growth since 2013. Achieved record sales in the firm's 35 year history in 2015.- Created full BPO service offering for record keeping and compliance testing services. Lead sales effort resulting in 26 new outsourcing agreements.- Co-lead $41MM business with General Manager, setting strategic sales direction and driving culture change efforts, placing clients first, resulting in record-setting add-on sales to existing client base. -
Vice President, Business Development And Relationship ManagementEnvisage Information Systems, Llc 2009 - 2013- Senior project and relationship manager, responsible for agreements and accountable for the successful design, build and delivery of core systems for the nation's largest 403(b) provider.- Successfully managed sales, marketing and client relationships resulting in 850% growth in revenue and workforce over 3 year period and inclusion on the Inc500 list of fastest growing companies in the US.Contributed to defining and executing corporate strategic initiatives as a member of executive leadership team. Guided and represented Envisage in public relations matters, lead marketing and sales efforts.
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Vice President And DirectorReserve Solutions, Inc. 2005 - 2008- Promoted a new participant loan servicing solution to retirement plan providers, their clients and distribution channels- Oversaw investment-only defined contribution sales of The Reserve’s money market mutual funds to institutional clients and retirement plan sponsors through intermediaries.- Identified partners and lead internal teams with in-sourcing loan servicing platform, consulted with external legal teams and provided compliance guidance, for loan servicing solution, resulting in connections to recordkeeping software platforms and an automated and compliant solution - Doubled revenue from existing loan solution client base through repositioning, education and support- Negotiated agreements with new clients to increase annual revenue by $3 million- Negotiated agreements to make money funds available on several trust/custody platforms
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Vice President, Business DevelopmentHand Benefits & Trust 2004 - 2005- Developed and implemented a new DC sales strategy selling through Registered Investment Advisors and Registered Representatives nationally in the $5-$50 MM market and cultivated alliance relationships with fund companies, broker-dealers and banks- Orgainzed and conducted formal sales presentations with prospective clients and financial intermediaries- Developed internal sales desk, supporting sales distribution network- Managed external wholesaler, client services manager and marketing assistant- Developed new DC products and marketing collateral
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Vice President, SalesWachovia 2002 - 2004San Francisco, California, Us- Promoted retirement outsourcing and technology solutions to the institutional market place, including mutual fund companies, banks, insurance companies, broker dealers, money managers, third party administrators, trust departments and payroll providers- Successfully negotiated and sold full-service outsourcing agreements representing $1.8 million in annual recurring revenue. Was top producer out of 4-person sales team.- Effectively manage 21-state territory identifying and building relationships with top prospects and influencers- Provide training to client’s internal and external employees on outsourced products and services -
Director Of Client ServicesPfpc 1999 - 2002Us- Managed relationships of three institutional partnerships, contributing over $5 million in annual revenue- Co-developed detailed culture training curriculum and processes to mirror client culture- Initiated and co-developed Dalbar award winning and industry leading participant statement design - Successfully negotiated contracts and renewals resulting in retained, profitable business -
AvpFirst Data Investor Services Group 1988 - 1996- Lead 4 operations managers with teams responsible for administration and consulting services for 750 retirement plans- Developed budgets, internal processing procedures, staffing and revenue forecasts- Creatively developed the firm’s most successful profitable 401(k) service programs- Managed relationships and developed innovative products with alliance partners- Lead, trained and coached Pension Consulting staff, resulting in exceeding revenue and expense goals through the creation and adoption of quality processes
Dave Young Skills
Dave Young Education Details
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University Of South FloridaEconomics
Frequently Asked Questions about Dave Young
What company does Dave Young work for?
Dave Young works for Wolters Kluwer Legal & Regulatory Us
What is Dave Young's role at the current company?
Dave Young's current role is Senior Sales Executive at FIS Wealth & Retirement.
What is Dave Young's email address?
Dave Young's email address is dy****@****.rr.com
What schools did Dave Young attend?
Dave Young attended University Of South Florida.
What skills is Dave Young known for?
Dave Young has skills like Financial Services, Mutual Funds, Retirement, Pensions, Crm, Employee Benefits, Retirement Planning, Investments, Management, Insurance, Relationship Management, Business Development.
Who are Dave Young's colleagues?
Dave Young's colleagues are Nelson Pereira, Dennis Powell, Abdul Sattar, Sarah Baumann, Pati Boyd, Stephanie Trkay, Marsha Davis.
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