Verified recordFinancial Services

Brian L. David

Vice President, Regional Sales at Midwood Financial Services, Inc

Based in Charlotte, United States

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Seniority

Vp

Department

Sales & Business Development

Location

Charlotte

Industry

Financial Services

Company size

33

Contact information

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Email

1 credit

b•••••••@midwood.com

Phone

5 credits

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Background

About Brian L. David

Highly-accomplished, driven, and detail-oriented business professional with 20+ years of experience in the Financial Services industry wholesaling to banks and independents. Possess outstanding interpersonal, analytical, organizational, & public speaking skills. An effective and successful External Wholesaler with the ability to drive business, grow relationships, and create unique ideas to manage my accounts to not only meet, but to exceed and far exceed their goals. Ability to implement effective practice management strategies and navigate complex financial plans.

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