David Wolfert Email & Phone Number
Senior Strategic Sales Executive @ Visa
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David Wolfert Location
- Austin, TX, US
David Wolfert Work
- 2024 -2025 Strategic Sales Executive @
- 2021 -2024 Sales Executive @
- 2025 -now Senior Strategic Sales Executive @
- 2021 -2024 Sales Consultant @
- 2020 -2021 Account Executive @
- 2018 -2019 Inside Sales @
- 2016 -2017 Wealth Management Operations Analyst @
- 2014 -2014 Financial Representative @
David Wolfert Education
- University of Arizona
Bachelor’s Degree (Communications, Business)
2012-2016
David Wolfert Skills
- Leadership
- Sales
- Financial Services
- Investments
- Portfolio Management
- Life Insurance
- Market Research
- Data Analysis
- Insurance
- Fixed Annuities
- Strategic Financial Planning
- Securities
- Employee Benefits
- Financial Planning
- Due Diligence
- Strategic Sourcing
- Business Development
- Sales Process
- Start-ups
- Payments
- Account Management
- Key Account Development
- Business-to-Business (B2B)
- Sales Strategy
- Consultative Selling
- Microsoft Excel
- Software as a Service (SaaS)
- Customer Service
- Sourcing
- Interpersonal Skills
- Presentation Skills
- Negotiation
- FinTech
- Cryptocurrency
- Cryptocurrency Trading
- Day Trading
- Qualifying Prospects
- Lead Qualification
- Opportunity Qualification
- Mid-Market
- SMB Sales
- Enterprise Solution Sales
- Enterprise Technology Sales
- Key Account Relationship Building
- Sales Prospecting
- Deal Closure
- Networking
- Fintech Sales
- Estate Planning
- Banking
- Retirement Planning
- Cold Calling
- Strategic Planning
- Mutual Funds
- Microsoft Office
- Risk Management
- Long Term Care
- Disability Insurance
- Financial Analysis
- Long Term Care Insurance
- Management
- Term Life Insurance
- Health Insurance
- Retirement
- Analysis
- Start Ups
- Software as a Service Saas
- Onboarding
- Mid Market
- Business to Business B2b
- Software as a Service
- Business to Business
David Wolfert Summary
- David Wolfert, based in Austin, TX, US, is currently a Senior Strategic Sales Executive at Visa. David Wolfert brings experience from previous roles at Visa, Currencycloud and Tipalti. David Wolfert holds a 2012 - 2016 Bachelor’s Degree in Communications, Business @ University of Arizona. With a robust skill set that includes Leadership, Sales, Financial Services, Investments, Portfolio Management and more. David Wolfert has 4 emails and 1 mobile phone numbers on RocketReach.
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