David Wahlen Email & Phone Number

Executive Vice President, Strategic Partnerships @ Merit Financial Advisors

View David's Email & Phone Number

5 free lookup(s). No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

David Wahlen Location

Chapel Hill, NC, US

David Wahlen Work

Executive Vice President, Strategic Partnerships @ (May 2026 - Present)
Vice President, Strategic Partnerships @ (January 2025 - May 2026)
Director, Strategic Growth @ (December 2024 - January 2025)
Senior Manager, Strategic Growth @ (January 2024 - December 2024)
Manager, Recruiting and Acquisitions @ (January 2022 - December 2023)
Senior Associate, Recruiting and Acquisitions @ (May 2018 - January 2022)
Senior Regional Associate @ (July 2015 - May 2018)
Vice President, Events @ (January 2015 - July 2015)
Senior Account Manager @ (April 2012 - December 2014)
Account Manager @ (January 2011 - May 2012)
Senior Account Executive @ (April 2008 - January 2011)
Account Executive @ (September 2006 - April 2008)
Sales and Marketing Intern @ (January 2005 - July 2006)

David Wahlen Education

Sacred Heart University
Bachelor of Science (Finance and Sport Management)
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
Print
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
Facebook
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 Finance and Sport Management @ 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 and 2 mobile phone numbers on RocketReach.