David Martinez Email & Phone Number
Wealth Advisor @ SmartPro Financial
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David Martinez Location
- Dallas, TX, US
David Martinez Work
- 2018 -now Wealth Advisor @
- 2014 -2018 Board Member @
- 2015 -2018 Wealth Advisor @
- 2013 -2015 Financial Advisor @
- 2001 -2013 Branch Manager @
David Martinez Education
- SMU Continuing & Professional Education 2025-2027
- LeTourneau University
MBA (International Mgmt)
2005-2007 - Southern Methodist University
Bachelor of Arts (B.A.) (Political Science and International Studies)
1994-1999
David Martinez Skills
- Account Management
- Team Building
- Leadership
- Sales
- New Business Development
- Banking
- Coaching
- Cold Calling
- Customer Retention
- Customer Satisfaction
- Customer Service
- Finance
- Insurance
- Public Speaking
- Time Management
David Martinez Summary
- David Martinez, based in Dallas, TX, US, is currently a Wealth Advisor at SmartPro Financial. David Martinez brings experience from previous roles at Mi Escuelita Preschools Inc., DM2 Financial Services LLC, Wells Fargo Advisors, LLC and Wells Fargo. David Martinez holds a 2025 - 2027 SMU Continuing & Professional Education. With a robust skill set that includes Account Management, Team Building, Leadership, Sales, New Business Development and more. David Martinez has 2 emails and 2 mobile phone numbers on RocketReach.
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