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 navigate your divorce and post-divorce life with courage and dignity. You will move through the process more smoothly, with greater… Show more 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 navigate your divorce and post-divorce life with courage and dignity. You will move through the process more smoothly, with greater knowledge, confidence and peace of mind. Show less

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 processes.I spent almost two decades in Corporate America in a wide variety of roles. Most recently, I was the head of Practice Management… Show more 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 processes.I spent almost two decades in Corporate America in a wide variety of roles. Most recently, I was the head of Practice Management for a Top Tier Independent Broker/Dealer. In that role, I built the Practice Management Program from the ground up with a focus on helping advisors with four key pillars of People, Process, Technology and Sales Support. Throughout my tenure I worked with countless advisors helping them grow their practices by implementing key components of the program, always tailored to the specific needs of the advisor and their practice Show less

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 customer service 2. Practice Management - help our representatives think like CEOs and grow their practices through… Show more 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 customer service 2. Practice Management - help our representatives think like CEOs and grow their practices through increased efficiencies, client segmentation and team building. Work with our Managing Partners to provide services to their Firms to help increase Rep productivity.3. Sales Consulting - a team dedicated to helping advisors understand the products available to their clients. The team can assist with product positioning, book of business review, illustration design, inforce Life Insurance policy review and defined contribution consulting.4. Meeting Management/Event Planning - responsible for all aspects of Signator Investors, Inc meetings and events, including our annual recognition meeting as well as our annual Practice Advancement Conference Show less

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 customer service 2. Practice Management - help our representatives think like CEOs and grow their practices through… Show more 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 customer service 2. Practice Management - help our representatives think like CEOs and grow their practices through increased efficiencies, client segmentation and team building. Work with our Managing Partners to provide services to their Firms to help increase Rep productivity.3. Sales Consulting - a team dedicated to helping advisors understand the products available to their clients. The team can assist with product positioning, book of business review, illustration design, inforce Life Insurance policy review and defined contribution consulting.4. Meeting Management/Event Planning - responsible for all aspects of Signator Investors, Inc meetings and events, including our annual recognition meeting as well as our annual Practice Advancement Conference Show less

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 projects.

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