David Silvia Email and Phone Number
401.487.9291• davesilvia12@gmail.comDynamic and driven critical thinker who accomplishes attracting and maintaining potential prospects into trusted clients. Over 24 years of wealth management and investment operations experience with a strong high profiled workforce environment. Providing strategic leadership to formulate and implement current client acquisitions, investment execution, and asset management strategies. Streamlining overall excellence in utilization of sophisticated software systems to aggregate the enhancement of information to investors, referral sources, and partners ensuring overall efficiency. Managed clients with overall net worth value in excess of $350,000,000 while comprehending and communicating technical, industry, and product-specific concepts.COMPETENCIES• Analytical • Employee/Team Training • Consummate Networker • Budget Management• Capital Markets • Asset Management • Policies & Procedures • Financial Systems• Outcome Focus • Account Executive • Consultive Selling • Employee RelationsNOTABLE KEY ACCOMPLISHMENTS► Developed investment strategy, portfolio models, operations tools, operational processes► Collaborated with and instructed Institutional clients on the details of financial technology software► Maintained and managed over 500 client relationships of high net worth individuals, executives, and institutional clients► Delivered and helped grow firm assets under management from $170,000,000 to $350,000,000 during tenure► Participated in analyzing prospective and existing client relationships while managing all operational aspects of engagements► Recreating the trading platform brought the account’s trading process down from 1 hour to 10 minutes.► Overcame cost objection and independently initiated and implemented full transition to the new electronic trading system► Researched and discovered innovative portfolio management software solution to tie together existing systems and improve current processes► Dedicated subject matter expert on all investment related components and available product offerings
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 10
- Company email:
- Johrenk7@gmail.com
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Client ManagerFidelity Investments Dec 2014 - PresentBoston, Ma, Us√ Elevated team efficiency and consulted with institutional wealth advisors who on average, each managed between 200-600 client relationships.√ Managed an average of 25 registered investment advisors on the usage of tools available through multiple Fidelity Institutional Platforms.√ Collaborated and instructed Institutional clients on the inner workings of financial planning software.√ Represented and effectively developed networks and built alliances with clients.√ Evaluated system issues and maintained a list of product updates for internal and external distribution. √ Led technical problem solution, data analysis, and instructed clients on software functionality. √ Guided 25-30 Registered Investment Advisors per day on how to properly navigate retirement and financial software products. √ Created customized training curriculums for complex investment planning tools. √ Utilized complex software packages including: NaviPlan, Advent APX, Oracle CRM, and Fidelity Retirement Income Evaluator.
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Business Project ManagerFidelity Talentsource Jul 2021 - Dec 2021Boston, Ma, Us√ User Acceptance Testing (UAT); Utilizing Jira Software and Confluence.√ Creating an investment management platform for Registered Investment Advisors.√ Develop, analyze, prioritize, and organize requirement specifications, data mapping & diagrams.√ Work with stakeholders to plan and implement releases of new applications and updates.√ Using Scrum and Agile framework; delivering a minimum viable product with core features. -
Ria Business AnalystThrivent Advisor Network May 2021 - Jul 2021Minneapolis, Mn, Us√ User Acceptance Testing (UAT); Utilizing Jira Software and Confluence.√ Creating an investment management platform for Registered Investment Advisors.√ Develop, analyze, prioritize, and organize requirement specifications, data mapping & diagrams.√ Work with stakeholders to plan and implement releases of new applications and updates.√ Using Scrum and Agile framework; delivering a minimum viable product with core features. -
Ria Business AnalystE*Trade Sep 2020 - Dec 2020Us√ User Acceptance Testing (UAT); Utilizing Jira Software and Confluence.√ Creating an investment management platform for Registered Investment Advisors.√ Develop, analyze, prioritize, and organize requirement specifications, data mapping & diagrams.√ Work with stakeholders to plan and implement releases of new applications and updates.√ Using Scrum and Agile framework; delivering a minimum viable product with core features. -
Financial AdvisorAxis Advisors, Llc Aug 2018 - Sep 2020East Providence, Ri, Us√ Provide current financial planning and investment services to 25-50 active clients.√ Maintain a rolling active pipeline of 50-100 prospective clients and delivering a holistic viewpoint encompassing their business, personal, and investment perspectives. √ Manage many retail, mass affluent, and high net worth individuals while building long-lasting client relationships.√ Develop comprehensive personal financial plans including tax, retirement, education, and estate planning strategies.√ Develop organizational processes aiding in the growth of the company by a successive and steady increase.√ Deliver best in class financial service to clients.√ Coordinate with management to research and add new investment vehicles to increase revenues, enhance investment/portfolio performance, and reduce investment risks.√ Utilize complex software packages in client development process to present proposals and target allocations.√ Lead ongoing evaluations of client plans to identify appropriate changes to their goals and subsequent recommendation of financial strategy changes that are pertinent to their wealth management. -
Implementation ConsultantEnvestnet | Tamarac 2016 - 2018Berwyn, Pennsylvania, Us√ Provided high quality consultations with institutional wealth advisors in managing over 70 client relationships. √ Guided advisors on the usage of tools available through AdvisorView software platform.√ Evaluated system issues, assisting in technical problem resolution, and data analysis.√ Utilized sophisticated client instruction on software functionality.√ Supported development and implementation of cross-product compatibilities and linkages to ensure a consistent and efficient customer experience as well as improve operational efficiency by 20-50%. -
Financial Investment Advisor / Financial PlannerBarry Investment Advisors Feb 2015 - Jan 2016New Bedford, Massachusetts, Us√ Managed over 100 client relationships with aggregate net worth of $300M for individuals, executives, and institutional clients. √ Dedicated subject matter expert on all investment related components and offerings available.√ Created and maintained critical thinking and commitment to establishing long-term client relationships with driving results. -
Senior Product SpecialistFidelity Investments 2011 - 2014Boston, Ma, Us
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Investment AdvisorCorrigan Financial, Inc. Jun 2002 - Jan 2011Middletown, Ri, UsAccomplishments:√ Researched and discovered innovative portfolio management software solution to tie together existing systems and improve/dismantle current processes; contacted Tamarac to determine feasibility of committing to solution; traveled to Seattle to do onsite training for one week; set up webinars and conference calls to relate problem and envisioned solution to existing problems; set up firm-wide presentation to discuss proposed solution and sell to firm’s principals; overcame cost objection and independently initiated and implemented full transition to new system. Successfully completed shift in portfolio management process with proven savings in hourly cost of firm’s professionals; increased human resource capacity (no need to hire new individuals to manage old portfolio system); recognized for leading and completing entire project independently with little to no supervision.• Recognized for ability to explain complex concepts in an easily understandable manner.• Demonstrated ability to maximize tools available in the Investment Department (Morningstar Principia, Ibbotson Portfolio Strategist, Tamarac Advisor, Windows Presentation Software, Excel, Zephyr Style Advisor, Schwab Institutional Platform, Fidelity Advisor Channel, dbCams Database Management Systems, Customer Relationship Management Systems (CRMS). -
Senior Investment Advisor And Director Of Trading PlatformCorrigan Financial, Inc. 2002 - 2011Middletown, Ri, Us√ Maintained and managed over 500 client relationships of high net worth individuals, executives, and institutional clients.√ Delivered and helped grow firm assets under management from $170,000,000 to $350,000,000 during tenure.√ Oversaw performance and maximized firm’s resources.√ Participated in analyzing prospective and existing client relationships while managing all operational aspects of engagements.√ Researched and discovered innovative portfolio management software solution to tie together existing systems and improve current processes.√ Organized webinars and conference calls addressing developing portfolio management problems with effective solutions.√ Assisted in firm-wide informational presentations to discuss proposed solutions and sell concepts to the firm’s principals.√ Overcame cost objection and independently initiated and implemented full transition to the new electronic trading system.√ Recreated the trading platform which brought the account’s trading process down from 1 hour to 10 minutes
David Silvia Education Details
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Uc Santa BarbaraPolitical Science; International Affairs -
College For Financial PlanningCfpe - Certified Financial Planner Program
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Rhode Island CollegeFinancial Planning And Services
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University Of Rhode IslandPre Medicine
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Middletown High SchoolDiploma
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Oakton High School
Frequently Asked Questions about David Silvia
What company does David Silvia work for?
David Silvia works for Fidelity Investments
What is David Silvia's role at the current company?
David Silvia's current role is Account Management ♦ Wealth Management ♦ Client Relations ♦ Financial Planning ♦ Financial Services ♦ Product Manager.
What schools did David Silvia attend?
David Silvia attended Uc Santa Barbara, College For Financial Planning, Rhode Island College, University Of Rhode Island, Middletown High School, Oakton High School.
Who are David Silvia's colleagues?
David Silvia's colleagues are Nicole Hawkins, Eric Lopez, Adam Silverman, Gangadharan Subramanian, Lingaraj Raju, George Stevens, Monique Gutierrez.
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