David Loeb

David Loeb Email and Phone Number

Director, Business Development @ Wall Street Prep
David Loeb's Location
New York, New York, United States, United States
David Loeb's Contact Details
About David Loeb

David Loeb is a Director, Business Development at Wall Street Prep. He possess expertise in portfolio management, salesforce.com, financial analysis, microsoft excel, finance and 27 more skills. Colleagues describe him as "There are some people you just "click" with. This was true for Dave and I - we worked together during a software evaluation over the course of a couple of months. What struck me most about Dave was how he managed his team. It was clear from the beginning of our meetings that Dave had complete faith in his reps and fully trusted their process to achieve the desired business outcomes. Not only that, but Dave clearly values his team's input, and was diligent in providing valuable feedback. Dave is a natural relationship builder, experienced sales professional, and top-notch manager. Highly recommend working with Dave (or selling him your solution) if you ever get the chance!", "David is a consummate sales professional. He’s a great team player and has such an eagerness to learn. I really enjoyed working with him...he’s organized, thorough and clients love him. David is a rare gem!", and "I have had the distinct pleasure to work with David. He started off as a colleague and eventually became one of my direct reports. David is an extremely hard working business development guy! He has great work ethic and knows what it means to service the “customer first”. He is highly energetic and a real go getter! Any organization that has him on their team is in great hands!"

David Loeb's Current Company Details
Wall Street Prep

Wall Street Prep

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Director, Business Development
David Loeb Work Experience Details
  • Wall Street Prep
    Director, Business Development
    Wall Street Prep Jul 2021 - Present
    Newton, Ma, Us
  • Intuition Publishing Ltd.
    Director, Strategic Partnerships
    Intuition Publishing Ltd. Jul 2019 - Jul 2021
    Dublin, -, Ie
  • Coleman Research
    Associate Director, Business Development
    Coleman Research Jun 2018 - Mar 2019
    New York, Ny, Us
  • Frost & Sullivan
    Senior Business Development Manager - Business & Financial Services, Global
    Frost & Sullivan Jul 2016 - Jun 2018
    San Antonio, Texas, Us
  • Fora Financial
    Business Development Account Manager
    Fora Financial Jun 2015 - Jul 2016
    New York, Ny, Us
  • Citizens Financial Group
    Credit Analyst - Tmt Team
    Citizens Financial Group Jun 2013 - Jun 2015
  • Strategic Insight
    Business Development Associate
    Strategic Insight Jan 2011 - Jun 2013
    New York, Ny, Us

David Loeb Skills

Portfolio Management Salesforce.com Financial Analysis Microsoft Excel Finance Marketing Business Development Analytics Financial Modeling Asset Management Microsoft Office Powerpoint Mutual Funds Outlook Public Speaking Financial Services Sales Crm Account Management Microsoft Word Investment Management Budgets Alternative Investments Asset Allocation Equity Research Budget Forecasts Selling Customer Relationship Management Microsoft Powerpoint Budgeting E Learning Alternative Data

David Loeb Education Details

  • University At Buffalo School Of Management, The State University Of New York
    University At Buffalo School Of Management, The State University Of New York
    Finance

Frequently Asked Questions about David Loeb

What company does David Loeb work for?

David Loeb works for Wall Street Prep

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

David Loeb's current role is Director, Business Development.

What is David Loeb's email address?

David Loeb's email address is dj****@****zon.net

What is David Loeb's direct phone number?

David Loeb's direct phone number is +184532*****

What schools did David Loeb attend?

David Loeb attended University At Buffalo School Of Management, The State University Of New York.

What skills is David Loeb known for?

David Loeb has skills like Portfolio Management, Salesforce.com, Financial Analysis, Microsoft Excel, Finance, Marketing, Business Development, Analytics, Financial Modeling, Asset Management, Microsoft Office, Powerpoint.

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