David Monteiro Email & Phone Number

Braintree, Ma, Us

Coordinate and lead the conversion of new and existing clients on to National Financials Managed Accounts Solutions (MAS) platform in partnership with Envestnet & eMoney. Indirect oversight of 30+ person team for multi-billion managed account migrations Truist Merger: BB&T and SunTrust (2021 Launch) $50B Advantax Merger: 1st Global and HDVest (2019 Launch) $14B Frost Bank SEI Conversion (2018 Launch) $1B HD Vest Digital Advisor Program (eMoney) 2018 new product launch MetLife & Mass Mutual Life (2017) $30b in assets

Malakoff, Fr

Travel risk management and emergency medical assistance solutions to insurers, universities, corporations, and other global organizations.Pioneered security, intelligence and assistance solutions for the AXA Assistance Group, which has grown over 80% in 2013.• Global sales leader, driving revenue across multiple business groups; Travel Insurance, Medical Networks, Cost Containment, Credit Cards, and Concierge.• Collaborated with Security, Intelligence, and Travel Management Companies to develop and promote an integrated Travel Risk Management program, significantly boosting the company’s value proposition.• Negotiated partnerships with US and International insurance carriers to create embedded assistance and security solutions. • Championed the development and promotion of new product offerings for Corporate Mobility Programs.

Us

International insurance broker specializing in international travel health insurance, trip insurance, and specialty risk management, with over $10MM annual sales.Responsible for defining and understanding markets, competitors, and product users and buyers. Worked closely with management to advocate for products, drive business results, and ultimately garner rapid market acceptance and sales success. • Formulated strategic, revenue-driving affiliate partnerships in multiple countries.• Built durable, long-term business partnerships to promote Compass Benefits’ innovative insurance solutions. • Instituted new-product development and directed all marketing and sales initiatives.• Identified enterprise-wide growth opportunities, spearheaded initiatives to strengthen relationships, and researched competition and market trends. • Built service models to integrate TPA’s, insurers, assistance companies and end-clients.

Start up specializing in real estate/alternative investments, with over $20MM in annual sales.Quickly became a major player in the competitive “old school” marketplace by developing the largest and most prominent real estate website. Leveraged affiliate partnerships with banking/financial companies and created in-bound lead generating systems.• Hired, managed and coached 10 sales agents responsible for $20MM in sales.• Drove product penetration in the field for the Alternative Investment products, including rentals, REIT, 1031 exchanges and private equity.• Served as project leader for website development and internet marketing strategies.

Boston, Ma, Us

Managed $1MM+ investment project budgets for and institutional brokerage group.Managed the strategic business perspective for fee-based managed accounts in a highly-visible, dynamic role. Lead a team of internal/external partners to understand the needs of participants, develop strategic direction, and oversee the implementation of initiatives to drive product lines across multiple service channels.• Led the consolidation of Fidelity’s FeeEngine system, resulting in $100MM+ AUM.• Developed business cases for competitive product pricing and positioning of performance reporting software and Fidelity’s FeeEngine system. • Directed multiple product strategies and managed full cycle of development from business case to product launch.• Completed requirements phase, including documenting key features and functions, creating UAT test cases, reviewing and obtaining approval, and defining implementation approaches.Sr. Account Manager 2000 - 2001Developed and retained business with the most complex Correspondent Broker/Dealers utilizing clearing and execution services. Managed the strategic direction of various relationships, identified enterprise-wide growth opportunities, and enabled a stronger overall relationship with Fidelity through various initiatives. • Developed and maintained excellent business relationships with middle- to senior management at correspondent firms• Made sound, definitive business decisions to meet clients’ needs within the policies, procedures, and practices of Fidelity’s Institutional Brokerage Group.• Implemented strong client focus and communication processes, continually building long-term relationships and cementing existing relationships.

Marketing Mba Studies

Bachelors, Business

Education record

Education record

Education record