David Bosworth Email & Phone Number

Business leader with extensive knowledge of financial operations, investments, project management, relationship management, and business development. A skilled facilitator with the ability to successfully resolve complex financial, business, and client issues. Effectively leads advisory and operational teams through projects involving multiple platforms, technologies, business areas, and customers. CORE COMPETENCIESDedicated to cultivating excellent rapport with colleagues and clientsStrong and consistent work ethic A problem solver and enthusiastic learner Exceptional communication skills with clients, internal team members and board membersExperienced in enhancing business relationships, self-prospecting and growing sales Ability to multi-task and prioritize multiple concurrent projects while maintaining a high level of attention to detailExperienced in financial analyses, budgeting, forecasting, financing, contract review and increasing operational efficienciesVendor due diligence and contract negotiations Marketing, financial product development and rolloutFlexibility and adaptability to new technology in an evolving environment

Listed skills include Investments, Mutual Funds, Asset Allocation, Portfolio Management, and 5 others.