David Acevedo

David Acevedo Email and Phone Number

President @ 360 View
nashville, tennessee, united states
David Acevedo's Location
New York City Metropolitan Area, United States
David Acevedo's Contact Details

David Acevedo personal email

n/a
About David Acevedo

With more than 20 years experience serving the financial industry, we understand the challenges you face and our team is committed to working with you every step of the way to ensure success.Do you find yourself struggling with any of these common pain points?• We have no way of seeing the overall relationship of our customers in one view.• We don’t know who are best customers are.• We lack the tools to help track and report on interactions with our customers.• We have so many manual processes in place preventing our team from doing what they do best.• We need better ways to present cross-sell opportunities to our front-line.• We want to start including Analytics in our marketing campaigns.• We want automate Employee Scorecards.If some of these hit home, let's connect. Personally, I've spent over 37 years in banking and now helping other bankers implement the tools needed to automate sales, service and marketing plans with 360 View CRM - The customer relationship tool built by Bankers for Bankers. As the premier banking system- 360 View includes CRM, Profitability, Marketing Automation, Goals & Incentive Tracking and Analytics. Call me (615) 242-0007 or e-mail me directly at dacevedo@360View.com

David Acevedo's Current Company Details
360 View

360 View

View
President
nashville, tennessee, united states
Website:
360view.com
Employees:
47
David Acevedo Work Experience Details
  • 360 View
    President
    360 View Jan 2024 - Present

David Acevedo Skills

Banking Crm Commercial Banking Commercial Lending Retail Banking Credit Small Business Lending Loans Credit Analysis Mortgage Banking Commercial Mortgages Sales Portfolio Management Consumer Lending Financial Services Relationship Management Mortgage Lending Loan Origination Asset Based Lending Treasury Management Private Banking Business Relationship Management Customer Relationship Management

Frequently Asked Questions about David Acevedo

What company does David Acevedo work for?

David Acevedo works for 360 View

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

David Acevedo's current role is President.

What is David Acevedo's email address?

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What is David Acevedo's direct phone number?

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What skills is David Acevedo known for?

David Acevedo has skills like Banking, Crm, Commercial Banking, Commercial Lending, Retail Banking, Credit, Small Business Lending, Loans, Credit Analysis, Mortgage Banking, Commercial Mortgages, Sales.

Who are David Acevedo's colleagues?

David Acevedo's colleagues are Elyse Richmann, James Algood, Josh Stein, Greg Dodd, Laura Mun, Chris Green, Kate Harris, Cfmp.

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