David Solis Email & Phone Number
Chief Sales Officer (CSO) @ Watercress Financial
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David Solis Location
- Charlotte, NC, US
David Solis Work
- 2025 -now Chief Sales Officer (CSO) @
- 2023 -2025 Senior Vice President, Business Advisory @
- 2020 -2022 Senior Director, Head of Sales and Sales Operations; Ally Lending @
- 2018 -2019 Vice President, Bank Channel Sales, Growth Enablement and Operations @
- 2016 -2018 Vice President, Sales Enablement and Operations @
- 2014 -2016 National Sales Executive SB Centralized Sales @
- 2011 -2014 National Sales Executive Client Development Group @
- 2011 -2011 Region Market Executive Client Development Group @
- 2009 -2011 Sales Performance Executive Global Financial Institutions, Treasury Sales @
- 2008 -2009 Sales Process Design Manager, SME Credit Project Bank of America and China Construction Bank @
- 2007 -2008 Sales Process Design Manager Mass Affluent Consumer and Wealth Management @
- 2005 -2007 Sales Performance Executive Business Banking Treasury @
- 2004 -2005 Consumer Market Manager Consumer and Small Business Banking @
- 2003 -2004 Financial Advisor, VP @
- 2002 -2003 Finance and Operations Manager @
- 1997 -2002 Senior Financial Advisor @
- 1995 -1997 Special Agent @
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 3 mobile phone numbers on RocketReach.
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