David Willette is a high-level expert, working in Ss&C Technologies main office of which is in 3. on the position of Associate Manager - Client Management and Investor Relations from 2017. This person gained professional experience in more than four positions at different companies. David Willette went to the Penn State University and was studying from 2009 to 2014. San Francisco, California is the area, where this expert was lastly known to settle. The person's phone number and email are easily accessed through this website on demand.
Name variants:
Daved Willette,
Dayvid Willette,
Dave Willette,
Davey Willette,
Davie Willette,
Davy Willette
Last updated Apr 30, 2024
Contact Information
Workplace
Associate Manager - Client Management and Investor Relations
Industry
Computer Software
Colleagues
Work History
Associate Manager - Client Management and Investor Relations
80 Lamberton Rd, Windsor, CT 06095
Jan 2017 — Feb 2018
Client Management and Investor Relations Associate
San Francisco, CA
Serve as main point of contact for clients Currently managing 10 clients, and 65 products/finds which include Private Equity Funds, Fund of Funds & Business Development Companies Monitor and...
Sep 1, 2014 — Feb 2018
Summer Intern
85 Broad St, New York, NY 10004
Frequently interacted with clients over the phone
Called prospective clients
Handled client account transactions
Processed trade and order requests
Monitored day to day portfolio P&L
G...
Jun 2013 — Aug 2013
Education
Occupations
Executive
Manager
Assistant Manager
Investor
Accountant
Finance and Accounting Specialist
Operations Manager
Managers
Accounting Bookkeeper
Bookkeeper
Skills
Microsoft Excel
Microsoft Office
Microsoft Word
Teamwork
Powerpoint
Public Speaking
English
Customer Service
Research
Photoshop
Social Media
Microsoft Powerpoint
Time Management
Customer Relationship Management
Business Development
FAQs about David Willette
What's the profession of David Willette?
This professional's job is Marketing Solutions Manager - Pei
What are the profession of This expert?
These person's professions are Executive and Manager
Where does David Willette live?
They lives in San Francisco, California.
What is David Willette's email?
The expert's email is dw**@conifer.com.
How many companies did David Willette work at?
The professional worked at four jobs.
What education does David Willette have?
David studied at the Penn State University from 2009 to 2014.
Are there any professional industries David Willette works in?
This professional works in Financial Services industry.
Are there any special skills David Willette has?
David Willette has such skills as Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Powerpoint, Public Speaking, English, Customer Service, Research, Photoshop, and Social Media.