David S Zeligson
Independent Contractor For Financial Advisory Firm Operations
We found the following information about David S Zeligson at PlanMember Financial Corporation, where David has worked as a Director of Corporate Training since 2012. David's total work experience is over 23 years, during which time this professional had at least nine jobs at different companies to develop professional skills. David studied at the University of Connecticut. David received the following certifications: Finra Series 7 & 63. California Life, Accident & Health Insurance License. and Finra Series 6, 63, 7 & 66. California Life, Accident & Health Insurance License.. David S Zeligson is experienced in English. David currently is located in San Diego, California. You can contact with David by looking for phone number or email or get further information by requesting access to this professional's further details.
Name variants:
Daved Zeligson,
Dayvid Zeligson,
Dave Zeligson,
Davey Zeligson,
Davie Zeligson,
Davy Zeligson
Contact Information
Last Update
Jul 11, 2022
Email
da**@edwardjones.com, da**@att.net
Location
San Diego, CA
Company
Workplace
Director of Corporate Training
Carpinteria, CA
Industry
Financial Services
Colleagues
Work History
Talent Management Director
Implemented and led talent management and succession planning initiative for 1,850 employee bank; consulted with senior/executive management on identification of top talent and high potentia...
Jul 2007 — Mar 2011
Training & Staff Development Manager
Managed the corporate training function (staff of 4) including the design, content development and delivery for all professional development and technical job skills instruction. Provided t...
Jun 2004 — Jul 2007
Operations Training & Performance Consultant
Consulted with financial services companies to implement systemic change through training and performance interventions. Delivered end-to-end services: needs analysis, instructional design,...
Jan 2002 — May 2004
Training Manager (Mellon Employee Benefit Solutions)
Managed multi-state training operations for a business line of 800+ employees. Responsible for technical job skills and product training for retirement plan recordkeeping, new business conv...
Jun 1998 — Jan 2002
Senior Client Relationship Manager (Dreyfus Retirement Services)
Managed client relationships for institutional retirement plan accounts with responsibility for growing total investments under Dreyfus management. Functioned as main liaison between Dreyfu...
Jan 1996 — May 1998
Director of Institutional Client Services - 401(k) Plan Services
Managed operations for a department of 80 employees (with 4 direct reports) in the institutional retirement plan business. Accountable for daily operations/processing, accurate and timely f...
Feb 1995 — Jan 1996
Director of Training & Quality, Defined Contribution Plans
Conducted needs assessments and consulted with managers to prioritize technical training needs in response to skill level of workforce and business objectives. Designed, developed and deliv...
Jul 1990 — Feb 1995
Occupations
Independent Contractor
Executive
Director
Accountant
Finance and Accounting Specialist
Counselor
Contractor
Independent Business Owners
Operations Manager
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Training
Organizational Development
Employee Training
Talent Management
Leadership
Management
Human Resources
Employee Engagement
Program Management
Succession Planning
Customer Service
Employee Relations
Strategic Planning
Project Management
Process Improvement
Staff Development
Crm
FAQs about David S Zeligson
What is the main profession of David S Zeligson?
This professional's job is Independent Contractor For Financial Advisory Firm Operations
What jobs is David S Zeligson proficient at at?
The expert is a professional such jobs as Independent Contractor.
Where does David S Zeligson live?
They currently lives in San Diego, California.
What is David's email?
The expert's email is da**@edwardjones.com and da**@att.net.
Where did David S Zeligson work?
The expert worked at PlanMember Financial Corporation, Independent Consultancy.
What education does David S Zeligson have?
David studied at the University of Connecticut.
What are the certifications of David S Zeligson?
The expert received the following certifications: Finra Series 7 & 63. California Life, Accident & Health Insurance License..
What languages does David S Zeligson speak?
David S Zeligson speaks English.