David Wahlen Email & Phone Number
Executive Vice President, Strategic Partnerships @ Merit Financial Advisors
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David Wahlen Location
- Chapel Hill, NC, US
David Wahlen Work
- 2026 -now Executive Vice President, Strategic Partnerships @
- 2025 -2026 Vice President, Strategic Partnerships @
- 2024 -2025 Director, Strategic Growth @
- 2024 -2024 Senior Manager, Strategic Growth @
- 2022 -2023 Manager, Recruiting and Acquisitions @
- 2018 -2022 Senior Associate, Recruiting and Acquisitions @
- 2015 -2018 Senior Regional Associate @
- 2015 -2015 Vice President, Events @
- 2012 -2014 Senior Account Manager @
- 2011 -2012 Account Manager @
- 2008 -2011 Senior Account Executive @
- 2006 -2008 Account Executive @
- 2005 -2006 Sales and Marketing Intern @
David Wahlen Education
- Sacred Heart University
Bachelor of Science (NCAA Division I Football - WR/Kicker/Punter)
2002-2006 - The Morgan School
Diploma (National Honor Society, Spanish Honor Society, Football, Basketball, Track & Field)
1998-2002
David Wahlen Skills
- Team Collaboration
- Executive-level Communication
- Acquisitions
- Corporate Development
- Deal Sourcing
- Presentations
- Customer Relationship Management (CRM)
- Sales Processes
- Executive Relationships
- Financial Transactions
- Interpersonal Skills
- Sales Presentations
- M&A Advisory Services
- Due Diligence
- Communication
- Sponsorship
- Sports Marketing
- Marketing
- Event Planning
- Integrated Marketing
- Marketing Strategy
- Social Media
- Relationship Marketing
- Experiential Marketing
- Alternative Investments
- New Business Development
- Strategic Partnerships
- Client Services
- Building Relationships
- Account Management
- Alternative Investment Strategies
- Sales & Marketing
- Sales
- Sales Management
- Financial Services
- Investment Sales
- Event Management
- Sports
- Finance
- Cross-functional Team Leadership
- Problem Solving
- Client Relations
- Client Prospecting
- Business Development
- Sales Prospecting
- Prospect Research
- Qualifying Prospects
- Cold Calling
- Mergers & Acquisitions (M&A)
- RIAs
- Merchandise
- Charities
- Prospects
- Celebrity
- Partnership Marketing
- Social Media Monitoring
- Personal Use
- Sales and Marketing
- Temporary Placement
- Cross Functional Team Leadership
- Merrill Lynch
- Management
- Corporate Events
- Science
- Hsbc
- Sponsorship Management
- CRM
- Sports Management
- Broadcast
- Football
- PGA
- Siemens
- B2B
- Salesforce.com
- Golf
- Meeting Planning
- Troubleshooting
- System
- Barclays
- Layout
- Kayak
- Mergers And Acquisitions M&A
- Branding
- Talent Management
- Budget Management
- Transportation
- Approval Process
- Customer Service
- Surveying
- Radio
- Event Execution
- Conferences
- Private Equity
- Volunteer Management
- Partnerships
- Campaigns
- Advertising Agency
- B2C
- Speaks
- Meeting Scheduling
- Renewals
- C
- Coordination
- Sports Business
- Triathlon
- Logistics
- Sponsorship Marketing
- Grassroots
- Trade Show Graphics
- Active
- Unilever
- Fleet
- Corporate Hospitality
- Operations
- Real Time Reporting
- Appearances
- Corporate Sponsorships
- Entertainment
- Guided Tours
- Marketing Event Planning
- Lexus
- Key Relationships
- Earth
- Cup
- Amateur
- Websites
- Bmw
- Internal Audit
- Event Marketing
- Tri
- Action Sports
- Eagle Scout
- Talented Communicator
- Civic
- Autism
- Special Events
- Interactive Marketing
- Investment Strategies
- Bolt
- Program Management
- Hospitality
- Super Bowl
- Highlighting
- Strategic Consulting
- NEC
- Financial Reporting
- Television
- Olympic
- Sacred
- Employee Benefits
- Coordinate
- Mergers and Acquisitions
David Wahlen Summary
- David Wahlen, based in Chapel Hill, NC, US, is currently a Executive Vice President, Strategic Partnerships at Merit Financial Advisors. David Wahlen brings experience from previous roles at Merit Financial Advisors and CAPTRUST. David Wahlen holds a 2002 - 2006 Bachelor of Science in NCAA Division I Football - WR/Kicker/Punter @ Sacred Heart University. With a robust skill set that includes Team Collaboration, Executive-level Communication, Acquisitions, Corporate Development, Deal Sourcing and more. David Wahlen has 2 emails on RocketReach.
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Top Merit Financial Advisors Employees
Mark Christensen
Chief Compliance Officer
Myrtle Beach, SC, US
Tony Digirolamo
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Chicago, IL, US
Kay Mayhue
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Alpharetta, GA, US
David Wahlen
Executive Vice President, Strategic Partnerships
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Hector Luna
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Houston, TX, US
Joe Cilley
VP, Financial Planning
Tacoma, WA, US
Brian Green
Chief Product Officer
Omaha, NE, US
Jennifer Keegan
Vice President Operations
Atlanta, GA, US
Samantha Allen
Executive Vice President, Marketing
Omaha, NE, US
Margarite Lynch
Chief Administrative Officer (CAO)
Gastonia, NC, US
Patrick Noonan
Managing Director, Wealth Strategy
Boston, MA, US
Robyn Jameson
Managing Director, Partner
Philadelphia, PA, US
Sarah Mouser
Executive Vice President, Financial Planning
Washington, DC, US
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