David M.

David M. Email and Phone Number

Helping CPA's manage tax workload @ Taxfyle
David M.'s Location
Miami, Florida, United States, United States
David M.'s Contact Details
About David M.

With over 19 years of sales and account management experience, I am a seasoned professional in the B2B and B2C domains, specializing in SaaS, data solutions, and financial solutions.

David M.'s Current Company Details
Taxfyle

Taxfyle

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Helping CPA's manage tax workload
David M. Work Experience Details
  • Taxfyle
    Sales & Partnerships Executive
    Taxfyle Aug 2023 - Present
    Coconut Grove, Florida, Us
    Taxfyle offers U.S. based CPA tax outsourcing to help reduce workload, allowing firms to concentrate on consulting, and ensuring clients' needs are always met.
    View
  • Salesintel.Io
    Account Executive
    Salesintel.Io Jun 2022 - Aug 2023
    Arlington, Virginia, Us
    SalesIntel provides the most accurate contact data and company insights available. Human verified. Mobiles and emails.
    View
  • Merrill Lynch
    Financial Solutions Advisor
    Merrill Lynch Apr 2018 - Jun 2022
    New York, Ny, Us
    Helping families to grow, protect, and distribute their wealth. Prepare for your future today to avoid regrets tomorrow.
    View
  • Factset
    Enterprise Sales Executive
    Factset Nov 2013 - Jan 2018
    Norwalk, Connecticut, Us
    View
  • Code Red Software (Code Red, Inc)
    Institutional Sales Executive
    Code Red Software (Code Red, Inc) Jun 2008 - Nov 2013
    Boston, Ma, Us
    View
  • Ubs
    Investment Associate
    Ubs Jan 2006 - Jun 2008
    Zurich, Ch
    View

David M. Skills

Investments Portfolio Management Sales Financial Services Finance Marketing Sales Management Management Leadership Crm Salesforce.com Analysis Market Research Business Development Account Management Risk Management Sales Presentations Marketing Strategy Digital Marketing Online Advertising Selling Start Ups Sales Process Wealth Management Financial Modeling Strategic Planning Financial Analysis

David M. Education Details

  • Indiana University Bloomington
    Indiana University Bloomington
    Business And Management

Frequently Asked Questions about David M.

What company does David M. work for?

David M. works for Taxfyle

What is David M.'s role at the current company?

David M.'s current role is Helping CPA's manage tax workload.

What is David M.'s email address?

David M.'s email address is me****@****ail.com

What is David M.'s direct phone number?

David M.'s direct phone number is (866) 322*****

What schools did David M. attend?

David M. attended Indiana University Bloomington.

What are some of David M.'s interests?

David M. has interest in Personal Health, Social Commerce, Entertainment, Fitness, Health And Wellness.

What skills is David M. known for?

David M. has skills like Investments, Portfolio Management, Sales, Financial Services, Finance, Marketing, Sales Management, Management, Leadership, Crm, Salesforce.com, Analysis.

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