David Majewski

David Majewski Email and Phone Number

Financial Services Professional @ NYLIFE Securities LLC
Frisco, TX, US
David Majewski's Location
Plano, Texas, United States, United States
David Majewski's Contact Details
About David Majewski

Helping institutional investors reach their investment goals by understanding their risk appetite, developing asset allocation solutions, enhancing current investment procedures and implementing investment solutions.

David Majewski's Current Company Details
NYLIFE Securities LLC

Nylife Securities Llc

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Financial Services Professional
Frisco, TX, US
Website:
fisherinvestments.com
Employees:
2996
David Majewski Work Experience Details
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc
    Frisco, Tx, Us
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  • Fisher Investments
    Investment Counselor
    Fisher Investments Sep 2023 - Present
    Plano, Texas, United States
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  • Bmo Global Asset Management U.S.
    Director Relationship Management
    Bmo Global Asset Management U.S. Jan 2018 - Dec 2020
    Chicago, Il
    Serve as a key advisor for BMO Asset Management institutional clients, including defined benefit, defined contribution, endowment and foundation and corporate cash clients. Maintain relationships, including executive, board members and trustees. Conduct client investment reviews and advise clients on investment policy implementation and strategic and tactical asset allocation recommendations.• Service 30 clients with total assets under management of over $12 billion• Cross sold over $1 million in new revenue
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  • Bmo Global Asset Management
    Managing Director, Head Of Client Service
    Bmo Global Asset Management Aug 2011 - Dec 2017
    Chicago, Il
    Set up the BMO Global Asset Management institutional client service team. Managed 15 Relationship Managers and Investment Associates. Developed client service vision for team, developed client service culture and mentored and trained team for success.• Serviced 347 clients• $26 billion in asset under management• $72 million in revenue• 7 year client retention rate of 96%
  • Russell Investments
    Director, Client Service
    Russell Investments Mar 2008 - Jul 2011
    Managed a team of 6 people with over $20 billion in assets under management. Maintained Client Relationship Manager role for institutional business. Managed 15 relationships with over $5 billion in assets under management.
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  • Russell Investments
    Senior Client Executive
    Russell Investments Aug 2004 - Mar 2008
    Client Relationship Manager for institutional business. Managed 20 relationships with over $7 billion in assets under management.
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David Majewski Skills

Alternative Investments Portfolio Management Management Investment Strategies Investments Asset Management Asset Allocation Asset Managment Equities Hedge Funds Mutual Funds

David Majewski Education Details

Frequently Asked Questions about David Majewski

What company does David Majewski work for?

David Majewski works for Nylife Securities Llc

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

David Majewski's current role is Financial Services Professional.

What is David Majewski's email address?

David Majewski's email address is da****@****bmo.com

What schools did David Majewski attend?

David Majewski attended Kingston University, London, England, University Of Wisconsin-Eau Claire.

What skills is David Majewski known for?

David Majewski has skills like Alternative Investments, Portfolio Management, Management, Investment Strategies, Investments, Asset Management, Asset Allocation, Asset Managment, Equities, Hedge Funds, Mutual Funds.

Who are David Majewski's colleagues?

David Majewski's colleagues are Matthew Tradewell, Eric Rodriguez, Shawn Jensen, Cfp®, Paul Hightower, Nicholas Cameron, Cedomir Prtenjak, David Sturgess.

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