David Weisman Email & Phone Number
Vice President Relationship Management @ LPL Financial
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David Weisman Location
- Boston, MA, US
David Weisman Work
- Vice President Relationship Management @ (March 2022 - Present)
- Chief Operating Officer @ (November 2019 - January 2022)
- Vice President of Marketing and Development @ (December 2017 - November 2019)
- Assistant Vice President - Field Services @ (December 2014 - October 2017)
- Senior Director - Practice Management @ (January 2011 - December 2014)
- Director, Program Management Office @ (June 2007 - February 2011)
- Director of Operations, Investment Management Services @ (April 2006 - May 2007)
- Project Director @ (November 2000 - March 2006)
- Project Manager @ John Hancock Annuities (January 2000 - January 2006)
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
- Business Process Improvement
- Business Development
- Management
- CRM
- Social Media
- PMP
- Change Management
- Business Planning
- Series 7
- Practice Management
- Project Portfolio
- Education
- Business Process
- Training
- CEOs
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.
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