David Viera Email & Phone Number

Palm Bay, FL, US

Palm Bay, Florida, United States

Palm Bay, Florida, United States

• As a Retirement Consultant at Empower, I specialize in assisting newly terminated participants and those considering withdrawals from their employer-sponsored retirement plans. My primary responsibilities include.
• Obtained Series 7 license within 3 weeks, enabling a broader range of financial advisory services. Show less

Sarasota, Florida, United States

• In my role as Assistant Vice President, I led dynamic teams, fostered robust client relations, and achieved operational excellence in fast-paced banking environment. Oversaw dynamic teams and client relationships.
• Achieved consistent annual growth rate of 15% and an impressive 95% client retention rate by building and nurturing enduring relationships with high-net-worth clients.
• Directed seamless business operations as manager on duty, utilizing override authority for efficient transaction handling, facilitating swift wire transfer clearances, and securing approvals for essential transactions.
• Cultivated and maintained extensive client portfolio of 300+ households, surpassing targets, conducting regular financial reviews, updating investment strategies, and capitalizing on opportunities.
• Developed expertise in small business banking, providing bespoke financial strategies to local enterprises, fostering growth and profitability, enhancing bank's performance. Show less

Sarasota, Florida Area

• As an Associate Financial Advisor, I wore the hat of a risk management maestro for well-off clients, particularly focusing on doctors, small business owners, and industry experts. My approach was all about tailoring.
• Surpassed quarterly performance benchmarks as… Show more As an Associate Financial Advisor, I wore the hat of a risk management maestro for well-off clients, particularly focusing on doctors, small business owners, and.
• Surpassed quarterly performance benchmarks as associate financial advisor, demonstrating goal-oriented mindset and dedication to financial success, contributing to significant growth in client portfolios and overall.
• Acquired Series 6 and Series 63 investment licenses, exhibiting proactive efforts and deep commitment to broadening financial knowledge, which enhanced service offerings and client trust.
• Documented all client communications, financial strategies, and investment records, achieving impeccable results in compliance reviews without any infractions, illustrating relentless adherence to industry standards.

Milford, CT

• As a driving force in the machining arena, I spearheaded operations and programming of an array of manual and CNC machines. My role was critical in achieving the precision needed for tight tolerances and impeccable.
• Utilized… Show more As a driving force in the machining arena, I spearheaded operations and programming of an array of manual and CNC machines. My role was critical in achieving the precision needed for tight.
• Utilized industry-standard measuring tools for thorough inspections, maintaining tolerances of.005" or less, resulting in improved product reliability and heightened customer satisfaction.
• Initiated and guided client-focused projects, interpreting technical specifications to craft tailored solutions, leading to increased client retention and attracting new business through bespoke service offerings.
• Exhibited outstanding expertise in managing labor and costs, optimizing workflows to enhance efficiency and productivity, leading to streamlined operations and improved team performance. Show less

Milford, CT

• In my role as Managing Director, I leveraged my deep knowledge in mechanics and machining to elevate operational efficiency and production quality. My expertise was crucial in enhancing the overall functionality and.
• Launched successful manufacturing business specializing in high-precision components, resulting in strong market presence and an expanding client base.
• Directed dynamic team, in partnership, to… Show more In my role as Managing Director, I leveraged my deep knowledge in mechanics and machining to elevate operational efficiency and production quality. My expertise was.
• Directed dynamic team, in partnership, to produce complex, high-precision components, fostering reputation for meticulous craftsmanship and efficiency, improving product standards and customer satisfaction.
• Implemented mechanical and mathematical expertise to develop effective machining processes.
• Established and managed specialized manufacturing firm with partner, catering to Navy and aerospace industries. Show less