David Weisman Email & Phone Number
Vice President Relationship Management @ LPL Financial
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David Weisman Location
- Boston, MA, US
David Weisman Work
- 2022 -now Vice President Relationship Management @
- 2019 -2022 Chief Operating Officer @
- 2017 -2019 Vice President of Marketing and Development @
- 2014 -2017 Assistant Vice President - Field Services @
- 2011 -2014 Senior Director - Practice Management @
- 2007 -2011 Director, Program Management Office @
- 2006 -2007 Director of Operations, Investment Management Services @
- 2000 -2006 Project Director @
- 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
- 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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