David Ducharme Email & Phone Number

Philadelphia, Pa, Us

-Provides fiduciary investment advice and financial planning services to clients-Maintains strong client relationships by providing high-touch service-Manages business operations including risk management, billing, and compliance oversight-Reports directly to CCO to ensure proper adherence including documentation and fillings-Oversees the investment analysis and financial planning committeesID Washington Wealth Management, LLC is a Registered Investment Adviser. We take our fiduciary responsibility seriously. Our goal is to form a long-lasting relationship with our clients built from the ground up with trust and loyalty. We are committed to always acting in your best interests, and we will never put our interests ahead of yours. We promise to give you honest and unbiased advice and that we will always work hard to help you reach your financial goals.

Lancaster, Pennsylvania, Us

-Provided comprehensive financial planning and investment advice to clients -Developed and implemented investment strategies designed to meet clients' goals -Monitored market trends and made recommendations accordingly -Maintained strong relationships with clients by providing quality serviceRegistered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. American Wealth Strategies Group is independently owned and operated.

Boston, Ma, Us

• Held frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provided sales leadership to internal business partners regarding investment and insurance products.• Developed and executed quarterly business development plans in accordance with management's objectives surrounding the marketing and promotion of investment products and services.• Provided active mentoring and coaching to all licensed bank employees assigned within branch territory.• Exceeded both individual and branch related sales and revenue goals as defined on a quarterly basis.• Maintained required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the bank's uninsured products policy statement and all applicable state and federal regulations.

Boston, Ma, Us

• Independently managed a portfolio comprised of both high net worth consumer clients and Small Business customers with annual revenue up to $3MM.• Serviced and built relationships with branch consumer and business customers while delivering an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners.• Recommended the best needs-based solution; delivered solutions directly as well as introduced to key partners (i.e. Investment, Mortgage etc.) when appropriate.• Ensured compliance with all bank policies, procedures and regulatory requirements.

Boston, Ma, Us

• Marketed a full range of consumer and small business banking services to existing and potential customers through proactive techniques such as lobby leadership, outbound telemarketing calls, marketing campaigns, or in-banking center events.• Utilized sales techniques to uncover customer needs and match to the organization's products and services• Exceeded sales objectives for a full range of consumer and business products/services such as deposit accounts, loans, credit cards, and safe deposit boxes.• Assessed customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future.• Adhered to applicable compliance/operational risk controls in accordance with company or regulatory standards and policies

Education record

Education record