David Weisman Location
Boston, MA, US
David Weisman Work
- 2022 - now Vice President Relationship Management @ LPL Financial
- 2019 - 2022 Chief Operating Officer @ Vesta: A New Vision for Divorce
- 2017 - 2019 Vice President of Marketing and Development @ Edelman Wealth Management Group, Inc.
- 2014 - 2017 Assistant Vice President - Field Services @ Signator Investors, Inc.
- 2011 - 2014 Senior Director - Practice Management @ Signator Investors, Inc.
- 2007 - 2011 Director, Program Management Office @ John Hancock Financial Services
- 2006 - 2007 Director of Operations, Investment Management Services @ John Hancock Financial Services
- 2000 - 2006 Project Director @ John Hancock Financial Services
- 2000 - 2006 Project Manager @ John Hancock Annuities
David Weisman Education
- The Fletcher School at Tufts University
MALD (International Business Relations)
1998 - 1999 - University of Vermont
BA (European History)
1989 - 1993
David Weisman Skills
- Financial Services
- Project Portfolio Management
- PMO
- Vendor Management
- Relationship Management
- Business Analysis
- Marketing Strategy
- Process Improvement
- Series 6
- Business Strategy
David Weisman Summary
David Weisman, based in Boston, MA, US, is currently a Vice President Relationship Management at LPL Financial. David Weisman brings experience from previous roles at Vesta: A New Vision for Divorce, Edelman Wealth Management Group, Inc. and Signator Investors, Inc.. David Weisman holds a 1998 - 1999 MALD in International Business Relations @ The Fletcher School at Tufts University. With a robust skill set that includes Financial Services, Project Portfolio Management, PMO, Vendor Management, Relationship Management and more. David Weisman has 1 emails on RocketReach.
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Top LPL Financial Employees
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11
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Dean Phillips
Founder | Wealth Advisor at LPL Financial
Vero Beach, FL, US34 -
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Emily Field
Chief People Officer at LPL Financial
San Diego, CA, US22 -
Blain Bogar
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Las Vegas, NV, US25+ -
Don Link
President 973 845-6667 and 844 366 5465 at LPL Financial
Westfield, NJ, US32 -
Matt Audette
President and Chief Financial Officer at LPL Financial
New York, NY, US31 -
Clyde French
President at LPL Financial
Shreveport, LA, US34 -
Marc Stone
Registered Principal at LPL Financial
Beachwood, OH, US43 -
Richard Keltner
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San Diego, CA, US31 -
Amy Difrancesco
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