David Muff Email & Phone Number

Sunnyvale, Ca, Us

Excel in client acquisition & retention.Extensive experience in providing competent and professional portfolio management.Actively used the Richardson model to better understand clients’ needs and objectives.Proficient in understanding clients’ investment objectives and experienced in the application of these skills to position FE's advice offerings.Effectively managed client interactions along with call volumes and additional tasks.

Us

Excellent client-service skills, including oral and written communication with exceptional influencing abilities.Acquire new business by reaching out into the local community through on-site visits and telephone client relations.Utilize an entrepreneurial, ownership-oriented mindset in order to increase sales and production.

New York, Ny, Us

Gathered and analyzed client data through in-person financial consultations to gain a thorough understanding of each client’s financial situation.Fostered and maintained strong internal relationships with business partners which enhanced productivity.Selected to Chase Private Client training program (2012).

Westlake, Texas, Us

Assisted clients with simple to complex service issues, facilitated equity, options, and mutual fund transactions.Advised on investment strategies, including risk management, using both technical and fundamental analysis.Led team to finish 3rd out of 72 teams in 2008 through high productivity and client satisfaction.Ranked top 2% within organization in business development in 2008.