David Shantz
Strategic Advisor at Self-employed | Chevy Chase, Maryland, United States
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Strategic Advisor at Self-employed in June 2020 to Present
Vice President of Sales at Assure in November 2021 to May 2022
Chief Growth Officer at Montcalm Capital in September 2019 to March 2020
Director, Advisor Relations at Calvert Impact Capital in May 2016 to September 2019
Director, Hybrid Sales Team at AdvisorShares in November 2013 to March 2015
Managing Director, Wealth Advisory Group at Creative Financial Group in January 2012 to January 2013
Regional Director of Advice-Field Training Leader at Ameriprise Financial in January 2011 to January 2012
Co Founder and CEO at Black Oak Wealth Management, LLC in January 2009 to October 2010
Financial Advisor at Merrill Lynch in June 2006 to April 2008
District Manager/Advisor at Ameriprise Financial Services, Inc. in August 2001 to June 2006
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Key Performance Indicators
Sales Development
Client Relations
Communication
Performance Monitoring
Team Development
Investment Analysis
Operations
Strategy Consulting
Investing
Outbound Training
Team Motivation
Sales and Marketing
Outbound Sales
Sales Coaching
HubSpot
Skilled Multi-tasker
Planned Giving
HNW
CRM Software
Business Meetings
Coaching
Team Management
Stakeholder Management
Sales Planning
Presentation Skills
Sales Processes
Relationship Building
Team Leadership
Customer Relationship Management (CRM)
Account Management
Sales Management
Team Building
Strategic Partnerships
Sales Operations
Sales
Business Development
Relationship Management
Strategic Financial Planning
Finance
Retirement Planning
Wealth Management
Asset Management
Investments
Equities
Investment Strategies
Fixed Income
Risk Management
Financial Markets
Investment Advisory
Marketing Strategy
Brand Development
Financial Services
Start-ups
Marketing
Alternative Investments
Social Media
Strategic Planning
Strategy
Strategic Communications
Philanthropy
Leadership
Emotional Intelligence
Employee Training
Management
Cross-functional Team Leadership
Public Speaking
Fundraising
Consultative Sales Management
Situational Leadership
Impact Investing
Private debt
Virtual Teams
Strategic Vision
Business Strategy
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Discover more about Self-employedWhat is David Shantz email address?
Email David Shantz at [email protected]. This email is the most updated David Shantz's email found in 2026.
How to contact David Shantz?
To contact David Shantz send an email to [email protected]. (updated on March 23, 2024)
What company does David Shantz work for?
David Shantz works for Self-employed
What is David Shantz's role at Self-employed?
David Shantz is Strategic Advisor
What is David Shantz's Phone Number?
David Shantz's phone (301) ***-*100
What industry does David Shantz work in?
David Shantz works in the Investment Management industry.
David Shantz Email Addresses
David Shantz Phone Numbers
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