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David Byers Location
Fort Lauderdale, FL, US
David Byers Work
2024 -now Client Strategy (CLCM) @
2022 -2024 Head of CRM @
2014 -2022 Senior Manager - CRM @
2011 -2014 Retail Banking Sales Manager @
2009 -2011 Premier Market Leader @
2005 -2009 SR Relationship Manager, VP @
2004 -2005 Financial Specialist @
1997 -2004 Equity Market Maker @
David Byers Education
S.U.N.Y ALBANY
BA (ENGLISH/BUSINESS)
1989-1993
David Byers Skills
Series 7
Series 10
Series 26
Series 55
Series 63
Life Insurance
Health Insurance
Wealth Management
Banking
Equities
Securities
Investments
Mortgage Banking
Series 9
Leadership
FINRA
Mutual Funds
Credit
Relationship Management
Equity Trading
CRM
Commercial Banking
Capital Markets
Trading
Financial Analysis
Mortgage Lending
Risk Management
Bloomberg
Strategy
Electronic Trading
Financial Services
Retail Banking
Portfolio Management
Fixed Income
Private Banking
Loans
Bonds
Financial Markets
Management
Finance
Hedge Funds
Mergers & Acquisitions
Sales
Insurance
Financial Risk
Derivatives
Investment Banking
Financial Advisory
Asset Management
Options
Microsoft Office
Microsoft Excel
Private Equity
Research
Email
Direct Mail
Mergers and Acquisitions
Strategic Relationships
Customer Relationship Management
Microsoft Word
Partnerships
Market Risk
Excess
Client Contact
Business Development
Design
P&l
Referrals
Stocks
Launches
Operations
Unity
Sales Process
Small Business
Keys
Market Opportunities
Retail
International Organizations
Networking
David Byers Summary
David Byers, based in Fort Lauderdale, FL, US, is currently a Client Strategy (CLCM) at HSBC. David Byers brings experience from previous roles at HSBC. David Byers holds a 1989 - 1993 BA in ENGLISH/BUSINESS @ S.U.N.Y ALBANY. With a robust skill set that includes Series 7, Series 10, Series 26, Series 55, Series 63 and more. David Byers has 3 emails and 2 mobile phone numbers on RocketReach.
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