David Silvia Email & Phone Number

Boston, 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.

Boston, 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.

Minneapolis, 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.

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.

East 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.

Berwyn, 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%.

New 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.

Boston, Ma, Us

Middletown, Ri, Us

Accomplishments:√ 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).

Middletown, 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

Bachelor Of Arts, Political Science; International Affairs

Cfpe - Certified Financial Planner Program

Financial Planning And Services

Post Baccalaureate (Non Degree Program), Pre Medicine

Diploma

Education record