David Solis Email & Phone Number
Chief Sales Officer (CSO) @ Watercress Financial
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David Solis Location
- Charlotte, NC, US
David Solis Work
- Chief Sales Officer (CSO) @ (July 2025 - Present)
- Senior Vice President, Business Advisory @ (July 2023 - June 2025)
- Senior Director, Head of Sales and Sales Operations; Ally Lending @ (February 2020 - March 2022)
- Vice President, Bank Channel Sales, Growth Enablement and Operations @ (August 2018 - November 2019)
- Vice President, Sales Enablement and Operations @ (December 2016 - August 2018)
- National Sales Executive SB Centralized Sales @ (March 2014 - November 2016)
- National Sales Executive Client Development Group @ (December 2011 - February 2014)
- Region Market Executive Client Development Group @ (May 2011 - December 2011)
- Sales Performance Executive Global Financial Institutions, Treasury Sales @ (November 2009 - May 2011)
- Sales Process Design Manager, SME Credit Project Bank of America and China Construction Bank @ (November 2008 - November 2009)
- Sales Process Design Manager Mass Affluent Consumer and Wealth Management @ (November 2007 - November 2008)
- Sales Performance Executive Business Banking Treasury @ (December 2005 - November 2007)
- Consumer Market Manager Consumer and Small Business Banking @ (August 2004 - December 2005)
- Financial Advisor, VP @ (September 2003 - August 2004)
- Finance and Operations Manager @ (July 2002 - July 2003)
- Senior Financial Advisor @ (July 1997 - July 2002)
- Special Agent @ (May 1995 - June 1997)
David Solis Education
- Albion College
BA, Double Major (Economics & Management and Spanish)
1991-1995
David Solis Skills
- Sales Management
- Strategy
- Leadership
- Management
- Sales Process
- Sales
- Training
- Team Leadership
- Portfolio Management
- Financial Services
- Analysis
- Commercial Banking
- Relationship Management
- Strategic Financial Planning
- Finance
- Cash Management
- Business Development
- Analytics
- Small Business Lending
- Business Services
- Banking
- Marketing
- Selling
- Customer Retention
- Commercial Lending
- Coaching
- Treasury Management
- Wealth Management
- Loans
- Credit Analysis
- Financial Planning
- Credit
- Risk Management
- Financial Analysis
- Retail Banking
- Strategic Planning
- Treasury
- Financial Advisory
- Executive Management
- Lines Of Credit
- Team Building
- Sales Operations
- Communication
- Negotiation
- Payments
- Credit Cards
- Insurance
- Business Relationship Management
- Investments
- Customer Service
David Solis Summary
- David Solis, based in Charlotte, NC, US, is currently a Chief Sales Officer (CSO) at Watercress Financial. David Solis brings experience from previous roles at First Citizens Bank, Ally, AvidXchange, Inc. and ADT. David Solis holds a 1991 - 1995 BA, Double Major in Economics & Management and Spanish @ Albion College. With a robust skill set that includes Sales Management, Strategy, Leadership, Management, Sales Process and more. David Solis has 3 emails and 4 mobile phone numbers on RocketReach.
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