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David Halstead Email & Phone Number

Project Management and Strategic Planning Manager | Wealth Management at Equitable
Location: New York City Metropolitan Area, United States 3 work roles 2 schools
1 work email found @equitable.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email d****@equitable.com
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Current company
Equitable
Role
Project Management and Strategic Planning Manager | Wealth Management
Location
New York City Metropolitan Area, United States
Company size
3190 employees

Who is David Halstead? Overview

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Quick answer

David Halstead is listed as Project Management and Strategic Planning Manager | Wealth Management at Equitable, a with 3190 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for David Halstead.

David Halstead previously worked as Project Management & Strategic Planning Manager | Chief Sales Office (Chairman for Pride ERG) at Equitable and Assistant Vice President - Global Equity Capital Markets at Merrill Lynch. David Halstead holds Bachelor Of Arts (B.A.), English Language And Literature, General from St. Lawrence University.

Company email context

Email format at Equitable

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{first}.{last}@equitable.com
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AeroLeads found 1 current-domain work email signal for David Halstead. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Wealth Management Strategies, New Business Development, Marketing Communications, Financial Management, and 6 others.

Current workplace

David Halstead's current company

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Equitable
Equitable
Project Management and Strategic Planning Manager | Wealth Management
New York, NY, US
Website
equitable.com
Employees
3190
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Company profile
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3 roles

David Halstead work experience

A career timeline built from the work history available for this profile.

Project Management And Strategic Planning Manager | Wealth Management

Equitable

New York, Ny, Us

Project Management & Strategic Planning Manager | Chief Sales Office (Chairman For Pride Erg)

Current
Equitable

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.

Jul 2000 - Present

Assistant Vice President - Global Equity Capital Markets

Merrill Lynch

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.

Nov 1991 - Jul 2000
Team & coworkers

Colleagues at Equitable

Other employees you can reach at equitable.com. View company contacts for 3190 employees →

ME Maggie Edwards Maggie Edwards Colleague at EquitableCincinnati, Ohio, United States View → DK Darren Klinefelter Darren Klinefelter Colleague at EquitableBoulder, Colorado, United States View → TL Thomas Lamarca Thomas Lamarca Colleague at EquitableFlemington, New Jersey, United States View → AM Ashot Minasyan Ashot Minasyan Colleague at EquitableWalnut Creek, California, United States View → RA Raymond Alvarez Raymond Alvarez Colleague at EquitableMelville, New York, United States View → BK Brandon Kupfer Brandon Kupfer Colleague at EquitableLos Angeles, California, United States View → JM Joseph Manuel Sousa Joseph Manuel Sousa Colleague at EquitableNew York, United States View → PP Polly Pearce Polly Pearce Colleague at EquitableCharlotte, North Carolina, United States View → SB Steve Bronder, Cfp®, Chfc®, Ricp® Steve Bronder, Cfp®, Chfc®, Ricp® Colleague at EquitableBallston Spa, New York, United States View → BK Brian Kelly Brian Kelly Colleague at EquitableHouston, Texas, United States View →
2 education records

David Halstead education

Bachelor Of Arts (B.A.), English Language And Literature, General

St. Lawrence University

Education record

Princeton High School
FAQ

Frequently asked questions about David Halstead

Quick answers generated from the profile data available on this page.

What company does David Halstead work for?

David Halstead works for Equitable.

What is David Halstead's role at Equitable?

David Halstead is listed as Project Management and Strategic Planning Manager | Wealth Management at Equitable.

What is David Halstead's email address?

AeroLeads has found 1 work email signal at @equitable.com for David Halstead at Equitable.

Where is David Halstead based?

David Halstead is based in New York City Metropolitan Area, United States while working with Equitable.

What companies has David Halstead worked for?

David Halstead has worked for Equitable and Merrill Lynch.

Who are David Halstead's colleagues at Equitable?

David Halstead's colleagues at Equitable include Maggie Edwards, Darren Klinefelter, Thomas Lamarca, Ashot Minasyan, and Raymond Alvarez.

How can I contact David Halstead?

You can use AeroLeads to view verified contact signals for David Halstead at Equitable, including work email, phone, and LinkedIn data when available.

What schools did David Halstead attend?

David Halstead holds Bachelor Of Arts (B.A.), English Language And Literature, General from St. Lawrence University.

What skills is David Halstead known for?

David Halstead is listed with skills including Wealth Management Strategies, New Business Development, Marketing Communications, Financial Management, Risk Management, Long Term Care Planning Strategies, Financial Planning, and Budget Strategies.

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