David Weisman Email & Phone Number

Newton, Massachusetts

Our mission is to help you transform this challenging life transition into an opportunity for growth and change, to create a different and amazing life for you and your family. Simply put, Vesta is here to redefine divorce. The Vesta team approach to divorce support, with its trusted, multi-skilled network, will give you the education and support to.

Greater Philadelphia Area

My role is to help advisors grow their business. The real benefit is the clarity advisors gain in their practice and the ability to build significant client relationships. I assist with the development and execution of business plans to drive practice growth. This includes, but is not limited to marketing, technology support and streamlined business.

Serving as “a voice of field" and assisting advisors in leveraging technology, practice management and sales consulting/support. This role has oversight for four critical areas:1. Training and Education - responsible for training and educating financial representatives in the use of tools and technology to aide in providing high levels of sales support and.

Serving as “a voice of field" and assisting advisors in leveraging technology, practice management and sales consulting/support. This role has oversight for four critical areas:1. Training and Education - responsible for training and educating financial representatives in the use of tools and technology to aide in providing high levels of sales support and.

Lead the PMO by fully staffing, developing, motivating, mentoring and challenging the Project Office team members. Successfully oversee and coordinate multiple projects, ranging from small to large. Ensure the project portfolio addresses the highest business priorities while giving consideration to the most effective and efficient execution of those.

Managed and coordinated the administration and operations of Investment Management Services. Ran multiple projects of moderate and large scope and complexity through all phases of initiation, development and implementation.

Managed and coordinated multiple strategic business and technical projects of moderate to large scope and complexity through all phases; from project initiation and definition, through analysis and determination of the solution, through construction and Quality Assurance, to successful implementation.

Mald, International Business Relations

Ba, European History