David Bober Email & Phone Number

David Bober is a Head of Business Development and Sales Strategy at Wingman Planning. He possess expertise in strategy, business development, equities, wealth management, securities and 31 more skills. Colleagues describe him as "Few people have the opportunity to report to a manager who is also a coach and mentor—but I did when I worked for David. I worked for David for a little over one year and it was a great experience. Prior to that, we were business partners in different business groups that coordinated efforts frequently to apply a consistent approach to lead management with Financial Advisors. I was always impressed with David’s rare combination of skills, particularly his ability to set strategy and communicate it at the right level for the audience, while also having a solid grasp on the minutia that is required to execute. David never cut corners and always operated the “right” way, making sure key business partners, Legal and Compliance were involved in product development and execution. He was also a very strong advocate for his high performing team members and always looked for opportunities to get them exposure to senior leadership. I learned a lot from David in the short period of time that I worked for him. He would be able to add value in any setting. "

Listed skills include Strategy, Business Development, Equities, Wealth Management, and 32 others.

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  Head Of Business Development And Sales Strategy

  Wingman Planning

  New York, Ny, Us