David Loeb Email & Phone Number

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!"

Listed skills include Portfolio Management, Salesforce.Com, Financial Analysis, Microsoft Excel, and 28 others.

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

  Finance