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.

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.
• 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.
• 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.
• 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.
• 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.
• Developed and maintained excellent business relationships with middle- to senior management at correspondent firms

Marketing Mba Studies

Bachelors, Business

Education record

Education record

Education record