David Wahlen Email & Phone Number
Vice President, Strategic Partnerships @ Merit Financial Advisors
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David Wahlen Location
- Chapel Hill, NC, US
David Wahlen Work
- 2025 -now 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 (Finance and Sport Management)
2002-2006 - The Morgan School
Diploma
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 Vice President, Strategic Partnerships at Merit Financial Advisors. David Wahlen brings experience from previous roles at 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.
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Top Merit Financial Advisors Employees
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Jennifer Keegan
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Doug Baxley
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Samantha Allen
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Brian Andrew
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