David Virro Email & Phone Number

Toronto, Canada Area

Toronto, Ontario

Toronto, Canada Area

I specialize in business development across all channels (Phone, Social Media, Personal Networking). In order to deliver a high level of service to our prospective and current client base. I organize annual reviews, develop marketing and industry relevant content, and organize and partake in scheduled phone discussions. http://www.moffatwealthmanagement.com

Model, execute and implement marketing and business building strategies in order to pair the right people with the right Wealth Advisor. I also pair traditional marketing techniques with new channels in order to efficiently and effectively ensure that our message is associated with an individual building which creates, develops, and/or reinforces their.

Developed client feedback program to understand and trend client satisfaction. This included the creation of excel spreadsheets and word documents to analyze, track and trend feedback data. Also developed graphics library for use in branding and assisted with website development and forums.

Aided in development and creation of personal brand for a senior wealth advisor by creating and manipulating templates for marketing material. Through this development, I learned the steps required to become a successful full service advisor.

Toronto, Canada Area

Upon completion of my contract extension from ScotiaMcLeod in Toronto, I moved back to Laurier for one term of study and worked part time developing business in Guelph. This time included cold calling and the development of seminars.

Successfully organized the transfer of assets for the respective advisors that I worked with while communicating directly with clients and addressing their concerns.

Toronto, Canada Area

Administrative assistant role for 8 advisors within the firm where I was given the full responsibility of completing a large project updating data management. Upon completion, my contract was extended and worked closely with one advisor as an administrative assistant.

Ba, Business & Society

Streams: Global Economy & Corporate Social Responsibility

Marketing & Economics