David Hanna, Cfp® Email & Phone Number

California, United States

San Jose, California, United States

San Jose, California, United States

Buckingham Strategic Partners is committed to creating a better wealth experience for financialadvisors and their clients. The firm’s comprehensive wealth platform supports a nationwidecommunity of financial advisors with the resources they need to deliver holistic wealth managementsolutions and to become better connected, more successful organizations. What I post here is myopinion, not the opinion of my employer.

San Jose, Ca

-Staffed, trained, and developed a Relationship Management team well-versed in capital markets,fin-tech integrations, and problem-resolution with an emphasis on maintaining a high level of service to clients.-Documented and standardize basic training programs for new team members to streamline new-hire training.-Led various team projects to successful completion, including: platform conversions, proxy share voting initiatives, investment model changes, technology integrations, and more.-Cultivated and maintained a strong team-first culture among teammates to create a tight-knit, flexible working environment dedicated to delivering a high level of service to Advisors and RIAs.-Formalized and documented client engagement process to standardize the discovery and on-boardingexperiences for clients firm wide.-Created and gave engaging presentations on Loring Wards offerings and creative solutions to largeaudiences.

San Jose, Ca

San Jose, Ca

-Internal contact for Financial Advisors and Registered Investment Advisers, providing consultative expertise in Capital Markets, Fin-Tech, and Practice Management to help provide streamlined solutions and increase efficiency.-Managed Advisor and RIA relationships, serving as an escalation point and internal advocate to maintain strong service levels at all times.-Curated and presented presentations to large audiences on "Advisor Alpha" and how to leverage Loring Wards tools to continue to add value to client relationships.-Coordinated with external Sales and internal Operations teams to provide comprehensive solutions and advice.-Educated Advisors on Loring Wards investment philosophy and provided commentary on Capital Markets to help tailor suitable recommendations for clients while emphasizing Fiduciary standards.-Helped troubleshoot and implement Fin-tech integrations and tech stacks to streamline processes.-Assessed advisory process and Fin-tech to gauge needs which informed project teams on high-priority initiatives to focus on.-Brainstormed proactive campaigns to engage Advisors via webinar to increase wallet share.-Promoted from New Accounts Specialist to Relationship Manager in April 2016.

San Jose, Ca

San Jose, Ca

• Official point of contact for all customer operations related communications, spanning 13 facilities globally. Escalated to appropriate executive teams when necessary• Cross-functional coordinator guiding projects between customer and remote sales, operations, materials and engineering teams to achieve business outcomes• Material procurement coordination• Support product life cycles (NPI, EOL, ECO, Product Transitions) with remote teams to ensure project deadlines are met and effectively facilitated• Analyzed forecasts and planned materials accordingly to plan for material shortages/excesses and accurately create cost models for customer• Used findings from in-depth product/business analytics data to create new procedures, protocols• Supported sales team operations with analysis, reporting, and value propositions to grow account• Create project plans, timelines, and mitigation/contingency plans to maintain continuity• Conducted cost analysis on programs to create P&L reports to determine most profitable project plans

Executive Certificate In Financial Planning

Bachelor Of Science (B.S.), Business Management

Transfer, General Education

Diploma, General Education 2002