David Braga
Director of Private Fund Custody Sales and Senior Relationship Manager
Name variants:
Daved Braga,
Dayvid Braga,
Dave Braga,
Davey Braga,
Davie Braga,
Davy Braga
Last updated Apr 28, 2024
Contact Information
Last Update
Jul 6, 2022
Email
da**@braga.us, da**@scrippsil.com
Location
Carlsbad, CA
Company
Workplace
Director of Private Fund Custody Sales and Senior Relationship Manager
San Carlos, CA
Industry
Financial Services
Colleagues
Work History
Director of Private Fund Custody Sales and Senior Relationship Manager
1160 Industrial Rd SUITE 1, San Carlos, CA 94070
Responsible for alternative asset sales and development covering nationwide with a concentration in the Western Region of the United States with a special emphasis on developing existing rel...
from Apr 2016
Vice President - Relationship Sales Manager
2001 Spring Rd SUITE 700, Oak Brook, IL 60523
Responsible for identifying and closing new business opportunities, and monitoring new business transitions to ensure a smooth and pleasant customer experience. Responsible for campaigning t...
Jul 2013 — Mar 2016
Asset Recovery Compliance and Mortgage Banking Default Control  Operations Manager
270 Park Ave, New York, NY 10010
Responsible for the strategic design and implementation of quality control programs & processes to ensure flawless execution of key asset recovery processes. Perform asset recovery complianc...
May 2011 — Jul 2013
Vice President - Chief Compliance Officer and Senior Account Manager
Co-created and managed the sales and marketing functions of Global IRA which specializes in the facilitation of purchases of international real estate using IRA / 401k accounts through Self ...
May 2010 — May 2011
Asset Manager and Senior Sales Consultant
Assisted in the supervision of asset management staff while managing REO assets of the bank’s portfolio
created offering and marketing materials for sales to investors and trained sales st...
Sep 2007 — Nov 2008
Commercial Underwriter and Senior Sales Consultant
Assisted in the supervision of underwriting/origination/sales staff while underwriting and funding 500 million dollars of new commercial loans for the bank’s portfolio
created offering and...
Aug 2005 — Sep 2007
Escrow Department Manager
Managed operations of escrow department including both internal and external personnel at a third party loan servicer
developed, tailored, and implemented escrow and note sale policies & p...
Aug 2004 — Aug 2005
Retirement Plans Specialist
Marketed and sold self directed retirement accounts for self directed custodian, specializing in Real Estate, Trust Deeds, Private Securities, and other unique style retirement assets. I man...
Oct 2002 — Aug 2004
Financial Consultant
Developed, tailored, and implemented individual financial plans
structured tax advantaged strategies for the purposes of wealth management
directly managed assets of over 30 million
supe...
Sep 2001 — Aug 2002
Assistant Branch Manager and Broker
1301 Main St, Kansas City, MO 64152
Developed new business through networking and cold calling; promoted to assistant branch manager in 2001 to lead a team of brokers to grow their assets, manage client relationships, and mak...
Jun 1998 — Nov 2001
Education
1990 — 1993
Occupations
Sales Specialist
Relationship Manager
Executive
Director
Managers
Accountant
Finance and Accounting Specialist
Vice President
Sales Manager
Sales Director
Account Service Manager
Customer Service
Operations Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Portfolio Management
Investments
Finance
Mutual Funds
Asset Management
Mortgage Banking
Series 7
Mortgage Lending
Alternative Investments
Retirement Planning
Financial Services
Wealth Management
Banking
Equities
Loans
Credit
Management