David Schulman,Crpc

David Schulman,Crpc Email and Phone Number

Senior Vice President-Business Consultant at John Hancock Investments @ John Hancock
boston, massachusetts, united states
David Schulman,Crpc's Location
Trabuco Canyon, California, United States, United States
David Schulman,Crpc's Contact Details
About David Schulman,Crpc

Inside partner John Merrill 800 225 6020 x 732958. David covers Orange Co up to the 10 Freeway in So.California, providing John Hancock Investments, Freedom 529 and value added practice management solutions to Financial Advisors. David has been awarded the Wall Of Fame and is a memeber of John Hancock Investment's President's Club. David has a fluid method when asking for referrals which results in receiving at least 3 referrals for each meeting you have with a client. If you are looking to continue to build your practice you must invite me to meet with you. I promise you will not be disappointed! Call me @ 818 425 6850

David Schulman,Crpc's Current Company Details
John Hancock

John Hancock

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Senior Vice President-Business Consultant at John Hancock Investments
boston, massachusetts, united states
Website:
johnhancock.com
Employees:
5406
David Schulman,Crpc Work Experience Details
  • John Hancock Investments
    Senior Vice President- Business Consultant, Crpc
    John Hancock Investments 2005 - Present
    Orange County, California Area
    Inrease business and network with the top advisors throughout Orange County to heighten our visability in mutual funds, DCIO investments in 401k plans and 529 college funding.
  • John Hancock Investments
    Senior Business Consultant, Crpc
    John Hancock Investments Mar 2004 - Present
    Boston, Ma
    Mutual Fund WholesalerWorking with top financial planners in Orange County, CA My primary goal is to help advisors to develop deep and meaningfull relationships with their clients which will provide the advisor with "fans" and in return the advisor will find it easier to build their book with referrals.
  • John Hancock
    Senior Wholesaler
    John Hancock 2005 - Present
    Orange County,Ca
    I enjoy working with top advisors in Orange County, CAI love working with Advisors who constantly want to improve and learn new ways to do business and build their book with introductions and referrals.
    View

David Schulman,Crpc Education Details

  • Hiram Scott College/Univ. Of Nebraska
    Hiram Scott College/Univ. Of Nebraska
  • Hiram Scott College/Univ. Of Nebraska
    Hiram Scott College/Univ. Of Nebraska

Frequently Asked Questions about David Schulman,Crpc

What company does David Schulman,Crpc work for?

David Schulman,Crpc works for John Hancock

What is David Schulman,Crpc's role at the current company?

David Schulman,Crpc's current role is Senior Vice President-Business Consultant at John Hancock Investments.

What is David Schulman,Crpc's email address?

David Schulman,Crpc's email address is ds****@****ock.com

What is David Schulman,Crpc's direct phone number?

David Schulman,Crpc's direct phone number is +181842*****

What schools did David Schulman,Crpc attend?

David Schulman,Crpc attended Hiram Scott College/univ. Of Nebraska, Hiram Scott College/univ. Of Nebraska.

Who are David Schulman,Crpc's colleagues?

David Schulman,Crpc's colleagues are Siobhan Cox, Ediola Golemi, Msf, Tamekia Groce, Vernoe Wonmei, Sr. Mba, Cea-It, Shannon Benoit, Robyn Burrows, Shayne Fickling.

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