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@fmbwealth.com
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David Howerton is listed as COO / CCO at FMB Wealth Management at FMB Wealth Management, a with 15 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at fmbwealth.com and a matched LinkedIn profile for David Howerton.
David Howerton previously worked as Chief Compliance Officer at Fmb Wealth Management and Chief Operations Officer (COO) at Fmb Wealth Management. David Howerton holds Bachelor'S Degree, Management from Antioch University.
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AeroLeads found 1 current-domain work email signal for David Howerton. Compare company email patterns before reaching out.
Financial Services professional with extensive experience in retail banking and wealth management positions, including sales management, service/operations, training and curriculum management roles. Well-respected manager and corporate leader with expertise in client relations, team mentoring and operations compliance . Successful at managing teams of high-producing managers. Effective at building relationships through a partnership approach and a strategic thinker with the ability to contribute to the “big picture”. Previously was securities licensed with Series 7, 24 and 63. I also held a State of California Insurance Life Agent license. All licenses are currently inactive.
Listed skills include Series 63, Finance, Credit Risk, Investments, and 46 others.
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A career timeline built from the work history available for this profile.
Westlake Village, Ca
Manage enterprise risk to the business. Participate in risk strategy meetings, provide regulatory advice and updates on regulatory developments. Oversee licensing and compliance training for all employees.
Lead all operational and IT initiatives with a focus on scaling company operations to achieve operating goals. Oversee the design/enhancement, implementation, reporting and oversight of the firm's day-to-day back office processes, systems, workflows and procedures. Play a critical role in ensuring that the firm is meeting its financial and service commitments.
Westlake Village, Ca
Oversees Investor Services which includes Client Relations and Operations.
Responsible for the sales/service activities, marketing plan, operating budget, profitability and operational integrity of the branch. Provide overall leadership for the branch. Understand, communicate and work to achieve the mission of the Bank.
Managed and Directed the Fast Track Training program in the Greater Los Angeles Region, which included 10 Areas and 122 Financial Centers• Trained over 500 employees in the Licensed Personal Banker New Hire program.• Facilitated the Securities (Series 6 and 63) and Insurance licensing training program for Personal Bankers, Business Bankers and Financial Center Managers, from new hire date to end of 2 month study program.
Assisted the Area Manager in the Santa Monica Bay Area, consisting of 11 retail Financial Center teams.• Integrated sales teams consisting of different staff positions within Financial Centers including: FC Managers, Business and Personal Bankers, Operations Managers and service staff.• Conducted Area meetings to train, motivate staff and lead sales campaigns.• Received Region Manager’s Award , 3rd Quarter 2004.• Co-Facilitated Personal Banker licensing self-study… Show more Assisted the Area Manager in the Santa Monica Bay Area, consisting of 11 retail Financial Center teams.• Integrated sales teams consisting of different staff positions within Financial Centers including: FC Managers, Business and Personal Bankers, Operations Managers and service staff.• Conducted Area meetings to train, motivate staff and lead sales campaigns.• Received Region Manager’s Award , 3rd Quarter 2004.• Co-Facilitated Personal Banker licensing self-study program.• Advised management team on day-to-day operations of Financial Centers.• Identified training needs of Area sales team.• Coached and provided ongoing feedback to management and staff. Show less
Other employees you can reach at fmbwealth.com. View company contacts for 15 employees →
A.J. Miller, Crps™
Colleague at Fmb Wealth ManagementWestlake Village, California, United States
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CO
Christine Oliver
Colleague at Fmb Wealth ManagementThousand Oaks, California, United States
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LJ
Linda Johnson
Colleague at Fmb Wealth ManagementThousand Oaks, California, United States
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JB
Jake Berman, Mba
Colleague at Fmb Wealth ManagementWestlake Village, California, United States
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CA
Christopher Anthony Mckay
Colleague at Fmb Wealth ManagementVentura, California, United States
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DF
Debbie Fields, Cfp®
Colleague at Fmb Wealth ManagementMoorpark, California, United States
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DM
Danny Mock, Ms, Cfp®
Colleague at Fmb Wealth ManagementWestlake Village, California, United States
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GB
Grant Blindbury, Cfp®
Colleague at Fmb Wealth ManagementWestlake Village, California, United States
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AN
Ariana Nicolau
Colleague at Fmb Wealth ManagementLos Angeles, California, United States
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Quick answers generated from the profile data available on this page.
David Howerton works for FMB Wealth Management.
David Howerton is listed as COO / CCO at FMB Wealth Management at FMB Wealth Management.
AeroLeads has found 1 work email signal at @fmbwealth.com for David Howerton at FMB Wealth Management.
David Howerton is based in Los Angeles Metropolitan Area, United States while working with FMB Wealth Management.
David Howerton has worked for Fmb Wealth Management, Citibank, N.A., Bank Of The West, and Citibank.
David Howerton's colleagues at FMB Wealth Management include A.J. Miller, Crps™, Christine Oliver, Linda Johnson, Jake Berman, Mba, and Christopher Anthony Mckay.
You can use AeroLeads to view verified contact signals for David Howerton at FMB Wealth Management, including work email, phone, and LinkedIn data when available.
David Howerton holds Bachelor'S Degree, Management from Antioch University.
David Howerton is listed with skills including Series 63, Finance, Credit Risk, Investments, Cross Selling, Credit, Private Banking, and Credit Cards.
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