David Graham, Pcc, Acpec work email
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
David Graham, Pcc, Acpec personal email
- Valid
David Graham, Pcc, Acpec phone numbers
Recognized as a results-oriented executive, respected coach and proven revenue growth leader, I have broad executive experience working with professional service practices in wealth management and public accounting. Rounding out my 15 years of business achievements is an extensive history of servant leadership on non-profit boards and in public policy at both the local and national levels.As a leader, executive, and coach, I have consistently driven strong results in the following areas:• Coaching and developing skilled client-facing professionals to new levels of success, with an acute focus on balancing the twin necessities of delivering outstanding client service and persistently developing new client relationships• End-to-end business development and client service process optimization, leveraging the highly effective SalesGame discipline for consultative business development, connecting business development with a repeatable client service discipline and customizing CRM to ensure accountability via the generation of key management analytics to measure accountability and client enthusiasm• Building and developing highly-engaged and collaborative teams through hands-on coaching, leveraging industry recognized tools: DISC Assessments, StrengthsFinder, Gallup’s Q12, SalesGame benchmarking and others• Working with executive leadership on strategy development and execution to ensure the organization’s mission, vision and values are aligned with the four critical drivers of performance: revenue growth, client service, people development and operational excellence• Evaluating operations to ensure firm infrastructure is efficient and scaled for growth and cost-effectivenessI find mentoring and coaching other professionals, helping them recognize their full potential, and getting them on a trajectory to achieve greater levels of performance to be one of the most rewarding aspects of my work.
-
PrincipalArchos AdvisorsIndianapolis, In, Us -
PrincipalArchos Advisors 2015 - PresentBrownsburg, In, Us -
Area Wealth Executive & Senior Vice PresidentRegions Bank Jun 2014 - Sep 2015Birmingham, Alabama, Us -
Managing DirectorOxford Financial Group, Ltd. Jan 2011 - May 2014Carmel, In, Us -
Managing ExecutiveCrowe Wealth Management Mar 2009 - Feb 2011Chicago, Illinois, Us -
Market Executive & Senior Vice PresidentPnc Jul 2003 - Feb 2009Pittsburgh, Pennsylvania, Us
David Graham, Pcc, Acpec Skills
David Graham, Pcc, Acpec Education Details
-
Indiana University - Kelley School Of BusinessGeneral -
Indiana University - Kelley School Of BusinessFinance & Political Science
Frequently Asked Questions about David Graham, Pcc, Acpec
What company does David Graham, Pcc, Acpec work for?
David Graham, Pcc, Acpec works for Archos Advisors
What is David Graham, Pcc, Acpec's role at the current company?
David Graham, Pcc, Acpec's current role is Principal.
What is David Graham, Pcc, Acpec's email address?
David Graham, Pcc, Acpec's email address is dg****@****ltd.com
What is David Graham, Pcc, Acpec's direct phone number?
David Graham, Pcc, Acpec's direct phone number is +131784*****
What schools did David Graham, Pcc, Acpec attend?
David Graham, Pcc, Acpec attended Indiana University - Kelley School Of Business, Indiana University - Kelley School Of Business.
What skills is David Graham, Pcc, Acpec known for?
David Graham, Pcc, Acpec has skills like Financial Analysis, Portfolio Management, Strategic Planning, Investments, Management, Leadership, Banking, Credit, Finance, Wealth Management, Strategic Financial Planning, High Net Worth Individuals.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial