David Clase
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David Clase Email & Phone Number

Biggby Coffee Franchise Owner | Entrepreneur | Business Planning | Omnichannel Client Service Delivery | Vendor Management | Talent Acquisition & Development | Continuous Improvement | Diversity & Inclusion at BIGGBY COFFEE
Location: Greater Indianapolis, United States 6 work roles 1 school
1 work email found @biggby.com 1 phone found area 210 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@biggby.com
Direct phone (210) ***-****
LinkedIn Profile matched
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Current company
Role
Biggby Coffee Franchise Owner | Entrepreneur | Business Planning | Omnichannel Client Service Delivery | Vendor Management | Talent Acquisition & Development | Continuous Improvement | Diversity & Inclusion
Location
Greater Indianapolis, United States
Company size

Who is David Clase? Overview

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Quick answer

David Clase is listed as Biggby Coffee Franchise Owner | Entrepreneur | Business Planning | Omnichannel Client Service Delivery | Vendor Management | Talent Acquisition & Development | Continuous Improvement | Diversity & Inclusion at BIGGBY COFFEE, a with 973 employees, based in Greater Indianapolis, United States. AeroLeads shows a work email signal at biggby.com, phone signal with area code 210, and a matched LinkedIn profile for David Clase.

David Clase previously worked as Franchise Owner at Biggby Coffee and Vice President, Director, Capital Bank and Trust at Capital Group. David Clase holds Bachelor Of Science - Bs, Kelley School Of Business, Finance from Indiana University Bloomington.

Company email context

Email format at BIGGBY COFFEE

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{first_initial}{last}@biggby.com
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AeroLeads found 1 current-domain work email signal for David Clase. Compare company email patterns before reaching out.

Profile bio

About David Clase

I am a goal-oriented, strategic leader with proven results and extensive experience helping service businesses meet strategic objectives, improve performance, and achieve transformational change. MY SPECIALTIES INCLUDE:Strategy Development & Business Planning | Business Operations Model Development & Implementation | Omnichannel Client Service Delivery | Vendor Management | Fostering Relationships and Collaboration | Leadership Coaching | Talent Acquisition and Development | Career Mentoring | Building and Leading High-Performance Teams | Continuous Improvement | Project Leadership | Excellent Written Communication/Presentation | Diversity and Inclusion Initiatives | Budget Development & Management | Driving Execution AND CORE KNOWLEDGE OF:Mutual Fund Operations | Equity Securities Markets | FINRA Brokerage Supervision | Customer Contact Systems | NSCC/DTC Operations | Budget Development & Management | Wealth Management & Financial Services SystemsI lead by attracting others to a compelling vision, building strong, collaborative business relationships, and enabling people to accomplish outstanding results. I thrive in a fast-paced environment with strong corporate values and client focus and am regarded for an innovative approach and high ethical standards.As a long term resident, I am committed to supporting and improving the greater Indianapolis community and its children. I have served on the Board of Directors for the Indiana Children's Wish Fund for the past eleven years and have previously supported the Academy of Finance for Hamilton Southeastern Schools. For a full version of my resume, please contact me at http://linkedin/in/david-clase or dclase@sbcglobal.net

Listed skills include Financial Services, Mutual Funds, Customer Service, Management, and 3 others.

Current workplace

David Clase's current company

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BIGGBY COFFEE
Biggby Coffee
Biggby Coffee Franchise Owner | Entrepreneur | Business Planning | Omnichannel Client Service Delivery | Vendor Management | Talent Acquisition & Development | Continuous Improvement | Diversity & Inclusion
east lansing, michigan, united states
Website
Employees
973
AeroLeads page
6 roles

David Clase work experience

A career timeline built from the work history available for this profile.

Franchise Owner

Current

Westfield, Indiana, United States

Apr 2021 - Present

Vice President, Director, Capital Bank And Trust

Indianapolis, Indiana, United States

Directed business operations of Capital Group’s subsidiary bank, providing custodial and trustee services for American Funds IRA clients. Led team of 136 associates managing account books and records, record keeping, client servicing, and tax reporting services.

Jul 2020 - Mar 2021

Vice President, Director, Client Services, Enhanced Client Services

Indianapolis, Indiana, United States

Developed and launched omnichannel, enhanced client service experience designed to improve investment results for un-advised clients owning American Funds. Offered newly developed financial education & guidance services across integrated phone and digital platform

Jan 2017 - Jun 2020

Vice President, Director, Mutual Fund Oerations

Indianapolis, Indiana, United States

Directed back office operational partnerships with all intermediary firms selling American Funds. Led team of 125 specialists managing books and record reconciliation, NSCC activity, transfer agency and sub-transfer agency services, and strategic firm relationships for American Funds accounts.

Oct 2005 - Dec 2016

Sr. Manager, Shareholder Services

Indianapolis, Indiana, United States

Led Shareholder Service Teams to provide client service for American Funds Transfer Agent. Met or exceeded service, quality, and productivity objectives for client contact center managing 20,000 daily client interactions.

Dec 2003 - Sep 2005

Director, Private Client Services | Team Manager | Training Manager | Registered Representative

Indianapolis, Indiana, United States

Led centralized service development for Schwab Private Client (SPC) as part of executive team responsible for launching this flagship offer into Schwab’s financial service spectrum. Participated in development of strategic business model, role definition, technological/operational support requirements, and marketing strategy.

Aug 1989 - Dec 2003
Team & coworkers

Colleagues at BIGGBY COFFEE

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1 education record

David Clase education

FAQ

Frequently asked questions about David Clase

Quick answers generated from the profile data available on this page.

What company does David Clase work for?

David Clase works for BIGGBY COFFEE.

What is David Clase's role at BIGGBY COFFEE?

David Clase is listed as Biggby Coffee Franchise Owner | Entrepreneur | Business Planning | Omnichannel Client Service Delivery | Vendor Management | Talent Acquisition & Development | Continuous Improvement | Diversity & Inclusion at BIGGBY COFFEE.

What is David Clase's email address?

AeroLeads has found 1 work email signal at @biggby.com for David Clase at BIGGBY COFFEE.

What is David Clase's phone number?

AeroLeads has found 1 phone signal(s) with area code 210 for David Clase at BIGGBY COFFEE.

Where is David Clase based?

David Clase is based in Greater Indianapolis, United States while working with BIGGBY COFFEE.

What companies has David Clase worked for?

David Clase has worked for Biggby Coffee, Capital Group, and Charles Schwab.

Who are David Clase's colleagues at BIGGBY COFFEE?

David Clase's colleagues at BIGGBY COFFEE include Emily Britton, Geneva Williams, Katelyn Smith, Miranda Haberer, and Makayla Miller.

How can I contact David Clase?

You can use AeroLeads to view verified contact signals for David Clase at BIGGBY COFFEE, including work email, phone, and LinkedIn data when available.

What schools did David Clase attend?

David Clase holds Bachelor Of Science - Bs, Kelley School Of Business, Finance from Indiana University Bloomington.

What skills is David Clase known for?

David Clase is listed with skills including Financial Services, Mutual Funds, Customer Service, Management, Investments, Leadership, and Finance.

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