Vice President | Financial Advisor Coach | Hudson Valley Regional Leader | Financial Advisor | Dad @ Cetera Investment Services LLC (December 2023 - December 2024)
Managing Partner, CLF, LUTCF @ (March 2014 - September 2023)
Senior Partner, CLF @ (September 2012 - March 2014)
Partner @ (April 2009 - September 2012)
Agent @ (March 2006 - April 2009)
Owner @ DJ'S Arena (September 2000 - May 2005)
Instructor @ DJ'S Arena, INC (May 2000 - March 2005)
Don Weis Education
SUNY Oneonta
BS (Business Economics)
1992-1996
Saint Francis Prepatory
Graduated
1987-1991
Don Weis Skills
401(k) Retirement Savings Plans
401k
Business Development
Business Planning
Business Relationship Management
Business Strategy
Coaching
Consultative Selling
Customer Service
Disability Insurance
Entrepreneurship
Estate Planning
Fixed Annuities
Hiring
IRA Rollovers
IRAs
Insurance
Interpersonal Skills
Investments
LUTCF
Leadership
Life %26 Health Insurance Licenses
Life Insurance
Long Term Care Insurance
Long-term Care
Management
Marketing
Mentoring
Planning
Presentation Skills
Problem Solving
Project Planning
Public Speaking
Recruiting
Relationship Building
Retirement
Retirement Planning
Sales
Sales Management
Securities
Small Business
Strategic Planning
Strategic Thinking
Strategy
Team Building
Team Leadership
Don Weis Summary
Don Weis, based in Florida, United States, is currently a Executive Director Business Development at 1847Financial. Don Weis brings experience from previous roles at Rhino Financial Solutions, Cetera Investment Services LLC and New York Life Insurance Company. Don Weis holds a 1992 - 1996 BS in Business Economics @ SUNY Oneonta. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Business Development, Business Planning, Business Relationship Management and more. Don Weis has 3 emails on RocketReach.
Looking for a different Don Weis?
Find contact details for 700 million professionals.