David Majewski Email & Phone Number
@bmo.com
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Who is David Majewski? Overview
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David Majewski is listed as Financial Services Professional at NYLIFE Securities LLC, a with 2996 employees, based in Plano, Texas, United States. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for David Majewski.
David Majewski previously worked as Investment Counselor at Fisher Investments and Director Relationship Management at Bmo Global Asset Management U.S.. David Majewski holds Mba, International Finance from Kingston University, London, England.
Email format at NYLIFE Securities LLC
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AeroLeads found 1 current-domain work email signal for David Majewski. Compare company email patterns before reaching out.
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.
Listed skills include Alternative Investments, Portfolio Management, Management, Investment Strategies, and 7 others.
David Majewski's current company
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David Majewski work experience
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Investment Counselor
Current
Director Relationship Management
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
Managing Director, Head Of Client Service
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%
Director, Client Service
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.
Senior Client Executive
Client Relationship Manager for institutional business. Managed 20 relationships with over $7 billion in assets under management.
Colleagues at NYLIFE Securities LLC
Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →
Cory Mitchell
Colleague at Nylife Securities LlcCincinnati Metropolitan Area, United States
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GB
Gabrielle Beirne, Ms
Colleague at Nylife Securities LlcAubrey, Texas, United States
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SA
Sapida Abbasi
Colleague at Nylife Securities LlcDallas-Fort Worth Metroplex, United States
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JH
Jerry Huang
Colleague at Nylife Securities LlcSeattle, Washington, United States
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NB
Nick Barnett, Crpc®, Aams®
Colleague at Nylife Securities LlcPalm Harbor, Florida, United States
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MS
Matthew Szurek
Colleague at Nylife Securities LlcFort Worth, Texas, United States
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SJ
Sam Johnson
Colleague at Nylife Securities LlcCamas, Washington, United States
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BM
Brad Mccreary
Colleague at Nylife Securities LlcRidgefield, Washington, United States
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RR
Roberto Ruvalcaba
Colleague at Nylife Securities LlcTampa, Florida, United States
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IW
Isaiah Wahlstrom
Colleague at Nylife Securities LlcSan Francisco, California, United States
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David Majewski education
Mba, International Finance
Bs, Business Finance
Frequently asked questions about David Majewski
Quick answers generated from the profile data available on this page.
What company does David Majewski work for?
David Majewski works for NYLIFE Securities LLC.
What is David Majewski's role at NYLIFE Securities LLC?
David Majewski is listed as Financial Services Professional at NYLIFE Securities LLC.
What is David Majewski's email address?
AeroLeads has found 1 work email signal at @bmo.com for David Majewski at NYLIFE Securities LLC.
Where is David Majewski based?
David Majewski is based in Plano, Texas, United States while working with NYLIFE Securities LLC.
What companies has David Majewski worked for?
David Majewski has worked for Nylife Securities Llc, Fisher Investments, Bmo Global Asset Management U.S., Bmo Global Asset Management, and Russell Investments.
Who are David Majewski's colleagues at NYLIFE Securities LLC?
David Majewski's colleagues at NYLIFE Securities LLC include Cory Mitchell, Gabrielle Beirne, Ms, Sapida Abbasi, Jerry Huang, and Nick Barnett, Crpc®, Aams®.
How can I contact David Majewski?
You can use AeroLeads to view verified contact signals for David Majewski at NYLIFE Securities LLC, including work email, phone, and LinkedIn data when available.
What schools did David Majewski attend?
David Majewski holds Mba, International Finance from Kingston University, London, England.
What skills is David Majewski known for?
David Majewski is listed with skills including Alternative Investments, Portfolio Management, Management, Investment Strategies, Investments, Asset Management, Asset Allocation, and Asset Managment.
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