David Campbell Email & Phone Number

Malvern, Pennsylvania, United States

Lancaster, Pennsylvania Area

Responsible for enabling strategic projects and programs, including M&A integration, organizational change efforts, large-scale transformations, process optimization, system implementations/integrations and process change. Drove stakeholder engagement through leadership alignment, impact analysis, communications, business readiness, and adoption and measurement tools. Led bank operations organization to provide scalable, high quality, effective, and compliant operations to support the growth of the company.

Lancaster, Pennsylvania Area

General Management of Fulton Financial Advisors and Clermont Wealth Strategies, which provide Financial Planning, Insurance, Trust and Estate Administration, Investment Management, Charities and Endowment Services, Retirement Plan Services, Corporate Trust Services, and Private Banking Services to clients in Pennsylvania, Delaware, New Jersey, Maryland, and Virginia. Directed all operational, compliance, and risk management activities.

Lancaster, Pennsylvania Area

Led administrative, support, and finance functions. Was directly responsible and accountable for ensuring that Fulton Financial Advisors' business processes were executed with excellence and efficiency and that all administrative and compliance-related initiatives for Fulton Financial Advisors were compatible with affiliate and corporate strategic business plans.

Oaks, Pennsylvania

Led 140 professional staff in the US, UK, Canada, and Hong Kong responsible for defining the unit’s business strategy, product development, go-to-market execution, sales support, and service.

Oaks, Pennsylvania

Led business unit P&L of a $392 million organization that provided hosted technology, outsourcing, asset management, fund accounting, distribution services, directed sales, and relationship management professionals responsible for new business development, cross-selling, relationship building, and contract renewals, serving banks and wealth management firms in North America and Latin America. Successfully managed the P&L and exceeded financial targets. Lead negotiator for all key contracts.

Greater Philadelphia

Led business unit P&L of $194 million revenue organization that provided hosted technology, outsourcing, asset management, fund accounting and distribution services to the 30 largest US banking institutions

San Francisco Bay Area

Managed sales and service teams responsible for supporting banking clients in 14 western states. Responsibilities included business planning, growth, client retention, implementation, and service for technology, asset management, brokerage, and proprietary fund administration.

San Francisco Bay Area

Invited to the President’s Club for 6 consecutive years. Managed existing clients, developed new client relationships, and provided consulting and sales of asset management solutions to banking intermediaries. Met or exceeded sales quota every year and was awarded the President’s Sales Excellence Award in 1994.Instrumental in establishing the proprietary fund services as a key offering by successfully winning 3 new clients generating more than $20 million in recurring revenue. Succeeded in cross-selling asset management, liquidity, brokerage, investment consulting, and outsourcing to existing clients.

Las Vegas, Nevada Area

Began as an entry-level trust administrator and advanced to General Manager of the Division.

Mba, Management

Bsba,, Industrial Relations

Advanced Management Program, Business Administration And Management, General

Education record

Leadership Program

Aba Enterprise Risk Management

Cfp, Financial Planning