David Kemmerer

David Kemmerer Email and Phone Number

Business Development Consultant @ Commonwealth Financial Network
Boston, MA, US
David Kemmerer's Location
Greater Boston, United States
David Kemmerer's Contact Details

David Kemmerer personal email

n/a
About David Kemmerer

More than 15 years of experience as a business consultant to financial advisors. I work with advisors in MI, WI, MN, IA, ND and SD who are considering options in the independent BD/RIA space. Commonwealth Financial Network®, Member FINRA (http://www.finra.org/) /SIPC (http://www.sipc.org/). Please review our Terms of Use. (http://www.commonwealth.com/termsofuse.html)

David Kemmerer's Current Company Details
Commonwealth Financial Network

Commonwealth Financial Network

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Business Development Consultant
Boston, MA, US
Website:
commonwealth.com
Employees:
1713
David Kemmerer Work Experience Details
  • Commonwealth Financial Network
    Business Development Consultant
    Commonwealth Financial Network
    Boston, Ma, Us
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  • Commonwealth Financial Network
    Field Development Consultant
    Commonwealth Financial Network Jan 2020 - Present
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  • Balter Liquid Alternatives, Llc
    Product Specialist
    Balter Liquid Alternatives, Llc Nov 2018 - Mar 2019
    Greater Boston Area
    • Led the business development efforts in New York, New Jersey and the Midwest with a focus on RIAs and Single/Multi Family Offices. • Developed brand awareness campaigns to introduce the Balter Long/Short Funds to a previously underserved territory.• Educated prospects and clients on the diversification and alpha potential of alternative investing.
  • Mfs Investment Management
    Senior Investment Product Analyst
    Mfs Investment Management Apr 2010 - Oct 2018
    • Subject matter expert for MFS’s U.S. fundamental and quantitative equity and global allocation strategies, including mutual funds, institutional separate accounts and separately managed accounts.• Represented the investment team in finals presentations to multi-million-dollar pension plans.• Led quarterly conference calls with clients and provided portfolio updates and outlook.• Trusted resource to MFS distribution team – asked to speak with prospects and clients to help support sales and servicing efforts.• Conducted in depth portfolio and competitive analysis with a focus on performance/attribution, portfolio positioning, etc. • Interfaced proactively with other MFS departments, including the investment, compliance, legal, client service and operations teams, to resolve product-specific client issues.
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  • Natixis Global Associates
    Regional Director, Global Sales
    Natixis Global Associates Sep 2007 - Oct 2009
    • Member of 4-person sales team covering the Pacific Northwest focusing on broker dealers and independent advisors and charged with meeting an annual sales goal of $750M. • Utilized a consultative sales approach that was effective with financial advisors of varying levels of sophistication to market fixed income and alternative mutual funds.• Influenced >80% of client base to remain in fixed income funds during a time of challenging performance as a result of the financial crisis.• First Regional Director to generate >$1M in sales for a newly launched alternative mutual fund.
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  • Columbia Management
    Avp, Regional Sales Consultant
    Columbia Management 2003 - 2007
    • Generated new sales leads in a competitive territory with significant growth potential • Conducted cold calls with upwards of 10 potential clients per day. More than 10% of calls resulted in in-person meetings with field sales representatives.• Frequently contacted current clients to provide fund updates, discuss the broader market, and provide solutions for accelerating the return on their clients’ portfolios.• Consistently met all sales goals.
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David Kemmerer Skills

Alternative Investments Presentation Skills Business Development Investments Competitive Analysis Quantitative Analytics Product Management Factset Morningstar Equities Sales Mutual Funds

David Kemmerer Education Details

Frequently Asked Questions about David Kemmerer

What company does David Kemmerer work for?

David Kemmerer works for Commonwealth Financial Network

What is David Kemmerer's role at the current company?

David Kemmerer's current role is Business Development Consultant.

What is David Kemmerer's email address?

David Kemmerer's email address is da****@****msn.com

What schools did David Kemmerer attend?

David Kemmerer attended Northeastern University - Graduate School Of Business Administration, Northeastern University - Graduate School Of Business Administration, Lafayette College, Mccallie School.

What skills is David Kemmerer known for?

David Kemmerer has skills like Alternative Investments, Presentation Skills, Business Development, Investments, Competitive Analysis, Quantitative Analytics, Product Management, Factset, Morningstar, Equities, Sales, Mutual Funds.

Who are David Kemmerer's colleagues?

David Kemmerer's colleagues are Kathy Lafreniere, Craig Watson, Sean Madigan, William Harting Mba, Andrew Falaguerra, John Hagberg, Bob Vallee.

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