David Wedderburn

David Wedderburn Email and Phone Number

Registered Client Service Associate at Truist Investment Services, Inc. @ Truist Wealth
Ocala, FL, US
David Wedderburn's Location
Ocala, Florida, United States, United States
David Wedderburn's Contact Details

David Wedderburn work email

David Wedderburn personal email

n/a
About David Wedderburn

Hailing from Fort Lauderdale, Florida, David Wedderburn is a Brokerage Client Service Associate at the Brick City Group of Truist Investment Services Inc. in Ocala, Florida. David is also the founder and CEO of Building Generational Wealth and Success, a nonprofit organization that financially educates and professionally develops underrepresented high schoolers in both Leon and Gadsden County.Outside of his work environment, Mr. Wedderburn loves to cheer on his alma mater, Florida State University, and is an active volunteer at his church, Marion Oaks Assembly of God. In his free time, David enjoys traveling, cooking, exercising, and helping others develop a more economically stable and sound life.

David Wedderburn's Current Company Details
Truist Wealth

Truist Wealth

View
Registered Client Service Associate at Truist Investment Services, Inc.
Ocala, FL, US
Employees:
1736
David Wedderburn Work Experience Details
  • Truist Wealth
    Registered Client Service Associate At Truist Investment Services, Inc.
    Truist Wealth
    Ocala, Fl, Us
  • Truist Wealth
    Brokerage Client Service Associate, Truist Investment Services Inc.
    Truist Wealth Jan 2024 - Present
    Charlotte, North Carolina, Us
    Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure
  • Building Generational Wealth And Success
    Chief Executive Officer
    Building Generational Wealth And Success Aug 2021 - Present
    Building Generational Wealth and Success, Inc. is a 501(c)(3) non-profit corporation that financially educates and professionally develops the next generation of African-Americans that will inspire others, create sustainable change, and build generational wealth for themselves, their families, and their communities.• Create a 501(c)(3) nonprofit organization educating underrepresented African Americans on various budgeting, investing, and credit-building rules and tactics • Present IDEA Grant research to 500+ guests at the President’s Showcase for Undergraduate Research Excellence• Establish strategic partnership with Leon County Libraries and TRiO programs to solicit workshops for local students and community members
  • Vystar Credit Union
    Relationship Specialist
    Vystar Credit Union Oct 2023 - Jan 2024
    Jacksonville, Florida, Us
  • Florida State University
    Financial Peer Mentor
    Florida State University Aug 2022 - Apr 2023
    Tallahassee, Fl, Us
    • Developed and strengthened relationships with students by providing tailored financial strategies based on analysis of semesterly income, expenses, and outstanding debt• Led 15+ financial education workshops teaching students about topics such as budgeting and investing principles• Collaborated with other financial peer mentors to provide written follow-ups of meetings to students, providing them with tailored information about their financial inquiries
  • Tom James Company
    Sales Intern
    Tom James Company Jan 2023 - Mar 2023
    Franklin, Tn, Us
    • Identified and connected with 300+ prospects through customer relationship management platforms, including ZoomInfo and LinkedIn Sales Navigator• Engaged in workshops and presentations to gain exposure to sales development relations, responsibilities, and other corporate opportunities• Observed and practiced live sales phone calls with fellow interns, increasing our team sales funnel
  • Prime Video & Amazon Studios
    Marketing Analyst
    Prime Video & Amazon Studios Jun 2022 - Aug 2022
    Seattle, Washington, Us
    • Utilized Microsoft Excel to cultivate a geolocation analysis of Prime Video users in 4 countries, increasing overall customer visibility and market reach• Designed an automated marketing categorization document to classify titles based on marketing budgets, saving upwards of 5 hours of workload per week• Created event calendars showing tradeshows and conferences in target regions, enhancing content acquisition rate
  • Inroads
    Program Participant
    Inroads Oct 2021 - Dec 2021
    Nationwide, Us
  • Tampa Bay Wave
    Accelerator Analyst
    Tampa Bay Wave May 2021 - Aug 2021
    Tampa, Fl, Us
    • Constructed a qualitative research project to understand disparities in access to venture capital funding while receiving insights from venture capitalist investors and entrepreneurs• Utilized Microsoft Excel and PowerPoint to assemble and present a list of 75 venture capital firms to top executives to increase fundraising opportunities for entrepreneurs • Assisted team in daily operations by performing clerical duties such as making calls, booking venues, and responding to emails• Utilized Excel and Google Sheets to audit and organize forms on company website• Enhanced fluid communication between leadership by relaying weekly reports to CEO and 6 fellow colleagues
  • Jpmorgan Chase & Co.
    Advancing Black Pathways Program
    Jpmorgan Chase & Co. Apr 2021 - Apr 2021
    New York, Ny, Us
    • Honed teamwork and professional development skills through tailored financial services curriculum• Networked and engaged in semi-weekly meetings and seminars to learn about cross-divisional relations and responsibilities• Participated in a self-paced exclusive educational journey designed for college sophomores from historically underrepresented backgrounds in the financial services industry
  • American Marketing Association At Florida State University
    Strategy Team Leader, National Case Competition
    American Marketing Association At Florida State University Aug 2020 - Mar 2021
    Tallahassee, Florida, Us
    • Allocated a $1,000,000 budget, growing sponsored company’s customer base by 5% year over year• Led marketing plan development in nation-wide collegiate case competition, placing 25th out of 296 chapters• Delegated responsibilities to 15 strategy team members, increasing total group productivity • Strategized and presented case analyses to sponsored company, increasing brand awareness and engagement• Conducted market research & analysis for 5 different cases to determine possible market opportunities for clients
  • Target
    Service Advocate
    Target Sep 2018 - Aug 2020
    Minneapolis, Mn, Us
    • Handled and maintained up to $10,000 worth of cash while operating POS during high-traffic times• Returned lost or misplaced items while maintaining the cleanliness of 60 aisles• Built and strengthened customer relationships by opening debit and credit card accounts for 50+ guests• Provided exceptional customer service by processing cash payments for 150+ RedCard accounts, handling order pickup concerns, and resolving other various shopping needs• Worked in a team setting to accomplish goals and meet quality standards
  • Mcdonald'S
    Crew Trainer
    Mcdonald'S Oct 2016 - Sep 2018
    Chicago, Illinois, Us
    • Trained new employees on customer service and work procedures while overseeing POS operations• Improved buffer system resulting in a lowered order-wait time by 3 minutes• Provided exemplary customer service by attending to guests’ needs while handing out orders

David Wedderburn Skills

Teamwork Personal Finance Microsoft Word Budgeting Communication Marketing Microsoft Excel Public Speaking Team Leadership Customer Service Customer Relationship Management Sales Microsoft Powerpoint

David Wedderburn Education Details

  • Florida State University
    Florida State University
    Marketing
  • Coral Springs High School
    Coral Springs High School

Frequently Asked Questions about David Wedderburn

What company does David Wedderburn work for?

David Wedderburn works for Truist Wealth

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

David Wedderburn's current role is Registered Client Service Associate at Truist Investment Services, Inc..

What is David Wedderburn's email address?

David Wedderburn's email address is dw****@****fsu.edu

What schools did David Wedderburn attend?

David Wedderburn attended Florida State University, Coral Springs High School.

What skills is David Wedderburn known for?

David Wedderburn has skills like Teamwork, Personal Finance, Microsoft Word, Budgeting, Communication, Marketing, Microsoft Excel, Public Speaking, Team Leadership, Customer Service, Customer Relationship Management, Sales.

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