Verified recordFinancial Services

David Mercer

Strategic Partnership Manager at Cu Financial Management

Based in Portugal Cove-Saint Philip's, Canada

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Seniority

Manager

Department

General Business & Management

Location

Portugal Cove-Saint Philip's

Industry

Financial Services

Company size

28

Contact information

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Email

1 credit

d•••••••@cufm.ca

Phone

5 credits

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Background

About David Mercer

Every experience is an education that shapes who we are and what we bring to the table." My journey in customer service began in 1998 at McDonald’s, where I learned the importance of hard work, adaptability, and putting people first. Since 2011, I’ve been proud to channel those lessons into a career in financial services. Today, as the Regional Wealth Management Coach with CU Financial Management, I have the privilege of supporting credit union partners across Atlantic Canada. Through every role, I’ve discovered that growth isn’t just about personal achievements—it’s about helping others thrive. Whether coaching credit union teams or fostering deeper member relationships, I’m passionate about contributing to our collective success.

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David Mercer Email & Phone Number @ Cu Financial Management | Kipplo Discover