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David Fell Email & Phone Number
Vice President
at
BNY Wealth
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Vice President
Location
Philadelphia, Pennsylvania, United States
Company size
Who is David Fell? Overview
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Quick answer
David Fell is listed as Vice President at BNY Wealth, a company with 4221 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for David Fell.
David Fell previously worked as Senior Associate, Relationship Manager at Bny Mellon Wealth Management and Senior Portfolio Analyst at Bny Mellon Wealth Management. David Fell holds Master Of Business Administration - Mba from Unc Kenan-Flagler Business School.
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BNY Wealth
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Profile bio
About David Fell
Managing complex relationships for diverse clients—from organizations to multi-generational families and endowments—relies on a blend of key skills: forward-thinking, problem-solving expertise, organizational capabilities, and robust communication. Also essential is a genuine interest in understanding the needs of others. This combination, along with effective teamwork, builds a strong foundation and lays the groundwork for strategic planning that fosters long-term success.My approach, from research and discovery to implementation, is based on the alignment of my clients' goals and needs through internal cross-functional team partnership work. Leading and managing more than 40 client relationships combines listening attentively, focusing on the details, and proactively building better internal and external processes, resulting in 96% client satisfaction. I am comfortable working independently or collaboratively across cross-functional internal teams and external stakeholders.Beyond my professional responsibilities, I recently completed my MBA at the UNC Kenan-Flagler Business School, am a two-time Ironman Triathlon finisher, and am a former collegiate swimmer who thrives on setting and achieving significant goals.
Current workplace
David Fell's current company
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Bny Wealth
6 roles
David Fell work experience
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Vice President
CurrentAs 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.
Mar 2024 - Present
Senior Associate, Relationship Manager
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.
Jul 2018 - Mar 2024
Senior Portfolio Analyst
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.
Mar 2015 - Jun 2018
Financial Representative
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.
Dec 2012 - Nov 2014
Marketing Intern
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.
Jun 2012 - Aug 2012
4 education records
David Fell education
Master Of Business Administration - Mba
Bachelor Of Arts, Government
Education record
University Of Westminster - London, England
Diploma
FAQ
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What company does David Fell work for?
David Fell works for BNY Wealth.
What is David Fell's role at BNY Wealth?
David Fell is listed as Vice President at BNY Wealth.
Where is David Fell based?
David Fell is based in Philadelphia, Pennsylvania, United States while working with BNY Wealth.
What companies has David Fell worked for?
David Fell has worked for Bny Wealth, Bny Mellon Wealth Management, Northwestern Mutual, and Ss+K.
How can I contact David Fell?
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What schools did David Fell attend?
David Fell holds Master Of Business Administration - Mba from Unc Kenan-Flagler Business School.
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