David Marconi is a eficient expert, that works in Dst Retirement Solutions/Wealth Management Systems on the position of Relationship Manager from 2011. This expert gained professional experience in more than seven positions at different companies. David Marconi went to the University of Cincinnati and was studying there from 1984 to 1990. This professional has such professional qualifications as Aicpa and Certified Public Accountant. New York, New York is the city, where the professional was known to live. David Marconi's email address and phone can be accessed through this website on demand.
Name variants:
Daved Marconi,
Dayvid Marconi,
Dave Marconi,
Davey Marconi,
Davie Marconi,
Davy Marconi
Last updated Apr 30, 2024
Contact Information
Last Update
Jul 7, 2022
Email
dv**@yahoo.com
Location
New York, NY
Company
Dst Retirement Solutions/Wealth Management Systems
Workplace
Relationship Manager
Work History
Relationship Manager
Through a series of role progressions I managed 14 institutional clients in their use of DST' retirement software and services. Beyond cross selling my own clients I also contributed to the ...
Mar 2011 — Oct 2017
Vice President, Product Solution Architect
110 Leroy St, New York, NY 10014
Support and generate new logo revenue for my organization through support of direct sales and individual consulting. Also responsible for Product enhancements to WMSI's rollover facilitation...
from Mar 2011
Director, Product Sales
690 Asylum Ave, Hartford, CT 06105
Director, Product Sales Responsible for the development and deployment of the Hartford Lifetime Income product, a fixed annuity group benefit contract targeted for inclusion within Defined C...
Sep 2007 — Feb 2010
Dc Solution Architect and Dvp
Provide senior leadership and site management for a team of Defined Contribution Administration professionals with overall responsibility for: Directing comprehensive relationship manageme...
May 2005 — Sep 2007
Assistant Vice President - Plan Implementations
1 Lincoln St, Boston, MA 02135
Assistant Vice President, Senior Implementation Manager, Quincy, MA Responsible for all aspects of new business implementation including project management, sales support, relationship manag...
Jun 1991 — Mar 1993
Education
1984 — 1990
Occupations
Executive
Vice President
Architect
Sales Specialist
Relationship Manager
Accountant
Finance and Accounting Specialist
Chief Executive
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper
Skills
Project Management
Banking
Budgets
Financial Analysis
Strategic Planning
Team Leadership
Outsourcing
Business Analysis
Employee Benefits
401 Retirement Savings Plans
401K
Business Process Improvement
Change Management
Consulting
Financial Services
Investments
Management
Marketing
Mutual Funds
Product Management
Relationship Management
Retirement
Retirement Planning
Sales
FAQs about David Marconi
What is the main profession of David Marconi?
This professional's job is Relationship Manager
What jobs is David a professional at?
The expert is proficient at Executive and Vice President jobs.
Where does David Marconi currently live?
New York, New York is the place where David Marconi lives
Does David Marconi have the email address?
dv**@yahoo.com is David Marconi's email address.
Where did David Marconi work?
This person worked at Dst Retirement Solutions/Wealth Management Systems, Wealth Management Systems, Inc (Wmsi).
What education does David Marconi have?
David studied at the University of Cincinnati from 1984 to 1990.
What are the certifications of David Marconi?
David received the following certifications: Aicpa and Certified Public Accountant.
What is the industry that David Marconi worked in?
This person works in Financial Services industry.