Sales & Partnerships Executive
CurrentTaxfyle offers U.S. based CPA tax outsourcing to help reduce workload, allowing firms to concentrate on consulting, and ensuring clients' needs are always met.
Aug 2023 - Present
AeroLeads people directory · profile
David M. Email & Phone Number
Helping CPA's manage tax workload
at
Taxfyle
1 work email found
@factset.com
1 phone found area 866
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Helping CPA's manage tax workload
Location
Miami, Florida, United States
Who is David M.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David M. is listed as Helping CPA's manage tax workload at Taxfyle, based in Miami, Florida, United States. AeroLeads shows a work email signal at factset.com, phone signal with area code 866, and a matched LinkedIn profile for David M..
David M. previously worked as Sales & Partnerships Executive at Taxfyle and Account Executive at Salesintel.Io. David M. holds Bachelor Of Science, Business And Management from Indiana University Bloomington.
Company email context
Email format at Taxfyle
This section adds company-level context without repeating David M.'s masked contact details.
*@factset.com
68% confidence
AeroLeads found 1 current-domain work email signal for David M.. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Investments, Portfolio Management, Sales, Financial Services, and 23 others.
Current workplace
David M.'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
David M. work experience
A career timeline built from the work history available for this profile.
Account Executive
SalesIntel provides the most accurate contact data and company insights available. Human verified. Mobiles and emails.
Jun 2022 - Aug 2023
Financial Solutions Advisor
Helping families to grow, protect, and distribute their wealth. Prepare for your future today to avoid regrets tomorrow.
Apr 2018 - Jun 2022
Enterprise Sales Executive
Nov 2013 - Jan 2018
Institutional Sales Executive
Jun 2008 - Nov 2013
Investment Associate
Jan 2006 - Jun 2008
1 education record
David M. education
-
Indiana University Bloomington
FAQ
Frequently asked questions about David M.
Quick answers generated from the profile data available on this page.
What company does David M. work for?
David M. works for Taxfyle.
What is David M.'s role at Taxfyle?
David M. is listed as Helping CPA's manage tax workload at Taxfyle.
What is David M.'s email address?
AeroLeads has found 1 work email signal at @factset.com for David M. at Taxfyle.
What is David M.'s phone number?
AeroLeads has found 1 phone signal(s) with area code 866 for David M. at Taxfyle.
Where is David M. based?
David M. is based in Miami, Florida, United States while working with Taxfyle.
What companies has David M. worked for?
David M. has worked for Taxfyle, Salesintel.Io, Merrill Lynch, Factset, and Code Red Software (Code Red, Inc).
How can I contact David M.?
You can use AeroLeads to view verified contact signals for David M. at Taxfyle, including work email, phone, and LinkedIn data when available.
What schools did David M. attend?
David M. holds Bachelor Of Science, Business And Management from Indiana University Bloomington.
What skills is David M. known for?
David M. is listed with skills including Investments, Portfolio Management, Sales, Financial Services, Finance, Marketing, Sales Management, and Management.
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