David Dawkins Email and Phone Number
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Wealth Management Professional with broad experience in business development at wire houses, boutiques and small regional firms in the financial services industry. Demonstrated ability to help increase assets, revenues, productivity and market share though implementation of sales development programs. Recognized leadership, collaboration, people development and management skills. Outstanding communicator with ability to motivate and persuade while cultivating partnerships./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of or Guaranteed by the Bank or Any Bank Affiliate* Subject to Investment Risks Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services LLC Member SIPC a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Wells Fargo Advisors
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Managing Director, Senior Lead Business Growth Strategy Consultant, Diverse Advisor RecruitingWells Fargo Advisors Dec 2021 - PresentSt. Louis, Missouri, UsNational Sales of WIM
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Managing Director, Diverse Client SegmentsWells Fargo Advisors Apr 2019 - Dec 2021St. Louis, Missouri, UsResponsible for strategic development of diverse client segments within Wells Fargo Advisors. By working inside and outside WFA, to execute tactically across the diverse client segments to ensure WFA is seen as a destination of choice for diverse clients, financial advisors, business leaders and team members with a focus on client experience and team member inclusion.
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Senior Vice President, Advocate CoachWells Fargo Advisors Oct 2017 - Apr 2019St. Louis, Missouri, Us
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Senior Vice President - Orlando Complex ManagerWells Fargo Advisors Dec 2013 - Oct 2017St. Louis, Missouri, Us
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Senior Vice President - Complex Manager - Gateway ComplexWells Fargo Advisors Aug 2011 - Dec 2013St. Louis, Missouri, Us
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Director, Regional Sales Manager - Midwest RegionUbs Global Wealth Management 2009 - 2010Zurich, ChResponsible to drive FA productivity, lead region’s sales strategy, and direct use of best practices to increase Net New Money growth and NNM penetration across the region. Region consists of 12 branches/5 complexes in Illinois and Wisconsin. -
Director - Business Development Coach - Team LeaderUbs Global Wealth Management 2007 - 2009Zurich, ChLed a team of 5 coaches to deliver Practice Management programs for Private Wealth and Wealth Advisor coaching, Team Development and New Financial Advisor training. Work with financial advisors to identify growth opportunities in their businesses, define strategies to pursue those opportunities, and develop measurable systems to execute.
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Senior Vice PresidentMclaughlin, Piven, Vogel Securities, Inc. 2005 - 2007Managed all aspects of strategic and tactical marketing plan for launch of two new companies plus related product categories inclusive of creating brand identity as well as messaging for existing and new firms’ to appeal to new target market• Responsible for establishing relationships with largest clients, troubleshooting difficult client situations. Worked on developing as well as conducting client and prospect events• Provided consultation in areas of recruitment, sales/branch management, and client retention
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Director, CooBy The Hand Club For Kids 2003 - 2005
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Director Of RecruitingBear Stearns Companies 2002 - 2003New York City, Us
David Dawkins Skills
Frequently Asked Questions about David Dawkins
What company does David Dawkins work for?
David Dawkins works for Wells Fargo Advisors
What is David Dawkins's role at the current company?
David Dawkins's current role is Managing Director, Senior Lead Business Growth Strategy Consultant at Wells Fargo Advisors.
What is David Dawkins's email address?
David Dawkins's email address is da****@****ail.com
What is David Dawkins's direct phone number?
David Dawkins's direct phone number is +131487*****
What are some of David Dawkins's interests?
David Dawkins has interest in Ms 150 Bike Ride, Tour De Farms.
What skills is David Dawkins known for?
David Dawkins has skills like Financial Services, Strategy, Leadership, Management, Business Development, Investments, Retirement Planning, Coaching, Securities, Leadership Development, Training, Equities.
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