David Quester, Cima® Aif® Email & Phone Number

Covering PA, NJ, MD, DE, and DCDistribution across channels. Solutions from boutique mangers including Arrow Funds ETF, and James Alpha asset management Funds, and SMA.Series 7, 63 and 65

– Work closely with Wisdom Tree as the ETF model provider, in partnership with their team– Product sales of proprietary portfolio optimization tools that provide digital investment advice – Provided specialized sales in portfolio management, including the use of a proprietary algorithm– Deliver webinars along side of key Wisdom Tree partners– Traveled with Wisdom Tree product managers and presented as a team– Call on and travel throughout Northeast to Key Bank Branches– Customize solutions that are narrowly tailored to meet the unique needs of each client– Responsible for delivering group presentations and key point of contact for Advisor inquiries – Successfully developed strategy for product launch into bank channels– Exceeded asset gathering by 50% over business goal- Before being recruited to IQCIO, I worked as a sales consultant for Vestwell for several months. Vestwell is a pioneering fin-tech disrupter in the 401k space. (Vestwell.com)

New York, Ny, Us

– Territory: Atlantic Seaboard – Channel: Financial Institution, Broker-Dealer – Launched iRetire, a retirement income planning tool that offered an engaging process – Drove revenue, with a focus on securing agreements for products, platforms & solutions – Met with Advisors and intermediaries as part of the company’s U.S. Wealth Advisory Business– Showcased the depth of portfolio construction and tools designed to build retirement income– Generated leads based on the strength of professional relationships with hundreds of Advisors – Leveraged 401(k) knowledge and sales strategies to secure a reputation as a trusted Advisor – Promotion to a position of increased influence, authority, and accountability– Success placed iRetire Financial Technology product with Advisors increasing their productivity

– Territory: NY (including: Manhattan), PA, NJ, NY, DE – Channel: Independent, Broker-Dealer, RIA – Built a new sales territory from the ground up in the Mid-Atlantic. Top performer – Built revenue with an emphasis on securing agreements for the sale of Mutual Funds and SMAs – Offered an array of Alternative Investments to clients seeking an aggressive portfolio growth– 2010 and 2011, lead the firm in total sales of SMAs and Mutual Funds – Built assets under management to approximately $1B

– Territory: NJ, PA, MD, DE, DC, VA – Channel: Broker-Dealer– Specialized In Mutual Funds and SMAs throughout Mid-Atlantic territory – Coordinated and led informational presentations and training sessions to audiences of Advisors – As the Divisional Wealth Specialist, was called on to present complicated product presentations– Averaged $1B in sales each year and recognized as a top performer at the divisional level– 2008 and 2009, Recognized for winning the Asset Retention Campaigns

Economics

Certified Investment Management Analyst