David Heffelfinger Email & Phone Number
Managing Director, Atlantic Union Financial Consultants
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David Heffelfinger Location
- Raleigh, NC, US
David Heffelfinger Work
- 2021 - now Managing Director, Atlantic Union Financial Consultants @ Atlantic Union Bank Wealth Management
- 2019 - 2021 Regional Brokerage Manager @
- 2014 - 2019 Regional Brokerage Manager @
- 2011 - 2014 Affluent Sales Coach @
- 2006 - 2010 Sales Director and Project Manager @
- 2003 - 2006 Licensed Branch Manager @
- 1999 - 2003 Financial Consultant @
David Heffelfinger Education
- Arizona State University West
Bachelor of Applied Science (B.A.Sc.) (Organizational Communication)
1996 - 1999
David Heffelfinger Skills
- Leadership
- Training
- Sales
- Financial Services
- Coaching
- Recruiting
- Finance
- Mortgage Lending
- Insurance
- Partner Development and Management
- Project Management
- FINRA
- Communication
- Problem Resolution
- Enhancing Team Efforts
- Relationship Management
- Brokerage
- Business Analysis
- Marketing
- New Business Development
- Mortgage
David Heffelfinger Summary
- David Heffelfinger, based in Raleigh, NC, US, is currently a Managing Director, Atlantic Union Financial Consultants at Atlantic Union Bank Wealth Management. David Heffelfinger brings experience from previous roles at First Citizens Investor Services, Wells Fargo Advisors and Wells Fargo. David Heffelfinger holds a 1996 - 1999 Bachelor of Applied Science (B.A.Sc.) in Organizational Communication @ Arizona State University West. With a robust skill set that includes Leadership, Training, Sales, Financial Services, Coaching and more. David Heffelfinger has 2 mobile phone numbers on RocketReach.
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