David Whaley Email & Phone Number
Division Manager, RIA and Custody Services @ Raymond James
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David Whaley Location
- Texas, United States
David Whaley Work
- Division Manager, RIA and Custody Services @ (March 2022 - Present)
- Regional Vice President @ (July 2014 - March 2022)
- Director of Agent Recruiting and Wholesaling @ (January 2011 - June 2014)
- Business Development Manager (External Wholesaler) @ (March 2007 - January 2011)
- Agent Recruiting Manager @ (July 2005 - March 2007)
- Sales Support Consultant @ (September 2004 - June 2005)
- Financial Advisor @ The Whaley Company (June 1997 - September 2004)
David Whaley Education
- Bethel University
Bachelor of Music Ed (Music)
1996-1999 - University of Minnesota Duluth 1995-1996
David Whaley Skills
- Channel Relationship Management
- Investment Advisory Services
- Retirement
- FINRA
- Sales Operations
- Leadership
- Retirement Planning
- 401k
- Recruiting
- Investments
- Life Insurance
- Mutual Funds
- Defined Contribution
- Sales Management
- Salesforce.com
- Management
- Situational Leadership
- Project Management
- 403 b
- Institutional Sales
- Variable Annuities
- Equity Indexed Annuities
- 457 Plans
- Series 7
- Fixed Annuities
- Series 63
- Series 26
- Series 24
David Whaley Summary
- David Whaley, based in Texas, United States, is currently a Division Manager, RIA and Custody Services at Raymond James. David Whaley brings experience from previous roles at Voya Financial. David Whaley holds a 1996 - 1999 Bachelor of Music Ed in Music @ Bethel University. With a robust skill set that includes Channel Relationship Management, Investment Advisory Services, Retirement, FINRA, Sales Operations and more. David Whaley has 2 emails and 4 mobile phone numbers on RocketReach.
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