David Halstead

David Halstead Email and Phone Number

Project Management and Strategic Planning Manager | Wealth Management @ Equitable
New York, NY, US
David Halstead's Location
New York City Metropolitan Area, United States, United States
David Halstead's Contact Details

David Halstead personal email

n/a
About David Halstead

I have a proven track record with two global financial institutions in implementing operational procedures, efficiencies and sales growth. I continually collaborate with internal businesses to develop strategic platforms to meet our goals.

David Halstead's Current Company Details
Equitable

Equitable

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Project Management and Strategic Planning Manager | Wealth Management
New York, NY, US
Website:
equitable.com
Employees:
3190
David Halstead Work Experience Details
  • Equitable
    Project Management And Strategic Planning Manager | Wealth Management
    Equitable
    New York, Ny, Us
    View
  • Equitable
    Project Management & Strategic Planning Manager | Chief Sales Office (Chairman For Pride Erg)
    Equitable Jul 2000 - Present
    New York, Ny, Us
    Manage the project management, analytics and strategic planning facets for the Chief Sales Office. Prior Roles:Assistant Agency Manager - Responsible for strategy, business development, training programs, financial planning, communications, new business processing and sales growth. Business Manager - Conducted consultations on underwriting requirements and financials, facilitating communication channels between the underwriters, case managers and Financial Professionals and to ensure prompt processing of business. Vice President, Northeast Region - Led recruiting, training and sales development for my district.Vice President, Equitable Distributors - Guided operational functions for the institutional annuity and life insurance sales divisions of AXA Equitable with $8+ billion in annual sales. Developed and implemented growth strategies, business plans, sales plans, budgets, human resource administration, compliance and integration of functions related to firm mergers and acquisitions.
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  • Merrill Lynch
    Assistant Vice President - Global Equity Capital Markets
    Merrill Lynch Nov 1991 - Jul 2000
    New York, Ny, Us
    Guided Syndicate in issuing over 350 public and private company equity, debt and UIT offerings totaling approximately $60 billion - Consulted with client Investment Banking teams, Syndicate firms, and Council on implementation of all offering procedures to ensure success in meeting timelines, budgets, compliance and regulatory requirements.
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David Halstead Skills

Wealth Management Strategies New Business Development Marketing Communications Financial Management Risk Management Long Term Care Planning Strategies Financial Planning Budget Strategies Investment Advisory Services Business Succession Planning

David Halstead Education Details

  • St. Lawrence University
    St. Lawrence University
    General
  • Princeton High School
    Princeton High School

Frequently Asked Questions about David Halstead

What company does David Halstead work for?

David Halstead works for Equitable

What is David Halstead's role at the current company?

David Halstead's current role is Project Management and Strategic Planning Manager | Wealth Management.

What is David Halstead's email address?

David Halstead's email address is da****@****ors.com

What schools did David Halstead attend?

David Halstead attended St. Lawrence University, Princeton High School.

What are some of David Halstead's interests?

David Halstead has interest in Social Services, Education.

What skills is David Halstead known for?

David Halstead has skills like Wealth Management Strategies, New Business Development, Marketing Communications, Financial Management, Risk Management, Long Term Care Planning Strategies, Financial Planning, Budget Strategies, Investment Advisory Services, Business Succession Planning.

Who are David Halstead's colleagues?

David Halstead's colleagues are Deven Coleman, Remington Tai, Hailey Goodhue, David M Harmon Chfc, Clu, Mba, Suzanne Sharp, Mba, John R. Strollo, James Senese.

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