David Fell Email & Phone Number

Philadelphia, Pa, Us

Philadelphia, Pennsylvania, United States

As Vice President, Wealth Manager at BNY Mellon, my role centers on managing and growing existing client relationships while developing new ones. This involves high-level strategic relationship building, collaboration with our internal teams, and ensuring the greatest value is realized for our clients and organization. In managing a diverse portfolio of complex client relationships, I lead with a consultative approach, guiding clients through the complexities of their short- and long-term wealth management goals. Collaboration is integral to my approach as I work closely with various cross-functional teams and investment professionals within BNY Mellon to ensure we leverage our full capabilities for our clients.The emphasis in my role is on delivering innovative financial strategies to my clients. This involves providing data-driven insights, clear value propositions, and communication, ensuring the strategy is implemented with laser focus, measurable milestones, and regular touchpoints.Notable highlights: - Manage communication and partnerships with external advisors and internal teams to develop in-depth customized strategies.- Relationship manager for 40+ client relationships with $850M in assets, generating $3.5M+ in revenue.- Maintain an exceptional 96% client satisfaction.

Philadelphia, Pennsylvania, United States

I specialized in portfolio management and building strong client relationships by creating proactive approaches and tailored strategies that align with my client's specific business or mission objectives.Through ongoing communication and client meetings, I analyzed investment performance, identified and researched investment recommendations and solutions, and developed customized strategies for my clients.My unique blend of leadership, client service, and creativity helped me consistently exceed and set new benchmarks for our company's success. Notable highlights: - Relationship manager for 30+ client relationships with $750M in assets, generating $3M+ in revenue.- Oversee training and development of new hires using comprehensive training guide I developed to assure a positive onboarding experience- Maintain an exceptional 96% client satisfaction.

Greater Philadelphia Area

Leading day-to-day client relationship operations, I prepared strategy materials and processed transactions for clients. Notable highlights: - Developed the sales resources to successfully onboard a new multi-family relationship with $80M in assets. - Fostering a culture of knowledge sharing and continuous learning within our company, I was part of a team of analysts to create a new weekly market recap of financial markets and economic data, which was ultimately approved and distributed to more than 2,500 employees.

Greater Philadelphia Area

In this role, I built an insurance portfolio from the ground up through systematically prospecting, networking, COI development, and cold calling. Notable Highlights:- I successfully acquired 20 clients with $45M of coverage in life, disability, and long-term care insurance products.- Working with several small businesses in the Philadelphia area, I established retirement and group health benefit plans.- I successfully completed and passed the FINRA Series 6 & 63 and Life, Accident & Health Insurance licenses in PA, NJ, and MD.

New York, Ny

Seeing strategy and creativity come together in a highly successful hands-on campaign ignited an interest in marketing and team collaboration. In this role, I helped analyze and develop a marketing strategy and create marketing materials for the Livestrong Foundation’s 15th Anniversary Campaign to promote awareness of the organization's ongoing support for cancer patients and survivors.

Master Of Business Administration - Mba

Bachelor Of Arts, Government

Activities and Societies: - Men's Varsity Swimming (4 years, Captain, 2x MVP) - Member of Athletic Leadership Council - Student-Athlete.

Education record

Summer study abroad program - Earned full semester credit by completing course in Product Marketing

Diploma

Activities and Societies: Varsity Swimming (4 years, Captain, 2x MVP, Team Trophy, All-American, School Record Holder in 200yd Medley.