David Mollo
Vice President, Lead Product Manager at Wells Fargo Advisors | Franklin, Massachusetts, United States
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David Mollo serves as the Vice President and Lead Product Manager at Wells Fargo Advisors, where he plays a pivotal role in enhancing the firm’s CRM and Practice Management capabilities. With a robust background in project management and a keen understanding of the investment landscape, David excels in orchestrating complex initiatives that bridge the gap between client needs and C-suite objectives. His unique ability to foster internal and external partnerships allows him to navigate the intricacies of a highly matrixed organization, ensuring that projects not only meet but exceed stakeholder expectations.
Currently, David is spearheading several key projects aimed at optimizing customer experience through innovative technology solutions. By leveraging his expertise in customer experience research and program management, he has successfully implemented strategies that enhance user engagement and streamline operations. His proficiency in vendor management and cross-functional team leadership enables him to align diverse teams towards common goals, driving efficiency and effectiveness in project delivery.
David’s extensive knowledge of mutual funds and investment products, coupled with his Series 63 certification, positions him as a trusted advisor within the firm. He is adept at translating complex financial concepts into actionable insights, empowering advisors to better serve their clients. With a proven track record of leadership in fast-paced environments, David continues to make significant contributions to Wells Fargo Advisors, ensuring that the firm remains at the forefront of the financial services industry.
Vice President, Lead Product Manager at Wells Fargo Advisors in May 2023 to Present
Vice President, Customer Experience Director, Wealth Management at Citizens Bank in October 2017 to April 2023
Director, Sales and Service Strategy at Fidelity Investments in June 2015 to August 2017
Investment Representative at Fidelity Investments in July 2014 to June 2015
Financial Services Professional / Licensed Agent at New York Life Insurance Company in September 2013 to July 2014
Director, Special Projects (Program Management) at Sun Life Financial in January 2013 to September 2013
Director, Voluntary Benefits Enrollment at Sun Life Financial in September 2011 to January 2013
Director, Project Management at Sun Life Financial in October 2004 to September 2011
Business Management Officer at Sun Life Financial Distributors in April 2002 to October 2004
AVP, Marketing Manager at MFS Investment Management in June 1999 to April 2002
Senior Fund Representative at Merrill Lynch in September 1993 to June 1999
Business Service Representative at Keyport Life Insurance Company in November 1991 to September 1993
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Customer Experience Management
Wealth Management Services
Business Integration
customer experience research
Data Analytics
Insurance
Project Management
Investments
Series 6
Series 7
Series 63
Process Improvement
Analysis
Financial Services
Leadership
Management
Relationship Management
Risk Management
Strategy
Business Process Improvement
Vendor Management
Finance
Program Management
Mutual Funds
Strategic Planning
Retirement Planning
Business Strategy
Agile Methodologies
Business Development
Cross-functional Team Leadership
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Discover more about Wells Fargo AdvisorsWhat is David Mollo email address?
Email David Mollo at [email protected] and [email protected]. This email is the most updated David Mollo's email found in 2026.
What is David Mollo phone number?
David Mollo phone number is 5085796676.
How to contact David Mollo?
To contact David Mollo send an email to [email protected] or [email protected]. If you want to call David Mollo try calling on 5085796676. (updated on January 16, 2024)
What company does David Mollo work for?
David Mollo works for Wells Fargo Advisors
What is David Mollo's role at Wells Fargo Advisors?
David Mollo is Vice President, Lead Product Manager
What industry does David Mollo work in?
David Mollo works in the Banking industry.
David Mollo Email Addresses
David Mollo Phone Numbers
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