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

Workplace

IRA Services Trust Company
Director of Private Fund Custody Sales and Senior Relationship Manager

San Carlos, CA

Industry

Financial Services

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

Compliance Manager  Vice President

Dec 2008 — Mar 2010

Vice President - Compliance Manager

Dec 2008 — Mar 2010

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

Retirement Plans Specialist

Sep 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

Financial Consultant

Jun 1998 — Sep 2001

Underwriter

484 Prospect St, La Jolla, CA 92037

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
Login