David W
Pre Season Manager at H&R Block | Charleston, South Carolina Metropolitan Area
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Pre Season Manager at H&R Block in July 2022 to Present
Multi Unit Manager at H&R Block in December 2022 to Present
CEO/ Founder, Insurance Advisor/Asset Protection Specialist at Live Well Benefit Advisors in January 2022 to Present
Former Owner, Policy Pros Agency (Successfully Acquired by Harbor Independent Agency) at Policy Pros Agency in January 2022 to March 2025
Senior Vice President, Director of Residential and Consumer Lending at People's United Bank, N.A. in December 2014 to January 2022
Vice President, Senior Manager of Retail Production at Astoria Bank in June 2013 to November 2014
Area Lending Manager at Capital One in December 2010 to June 2013
Market Sales Leader- Institutional Mortgage Sales (Northeast Territory) at Bank of America Home Loans in December 2008 to December 2010
Area Sales Manager at Bank of America Home Loans in December 2007 to December 2008
Sales Manager at American Home Mortgage bank in January 2004 to August 2007
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Suffolk County Community College, Associate of Arts and Sciences (AS)
The Wharton School, Graduate School of Banking, January 2019 to January 2021
ABA Stonier Graduate School of Banking, January 2019
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Fixed Annuities
Annuity Sales
Indexed Annuities
Retirement Planning
Retirement Plan Consulting
Retirement Savings
Social Security
Social Security Disability
Recruiting
Hiring
New Hire Orientations
Employee Training
Project Management
District Sales Management
District Management
Tax Preparation
Revenue & Profit Growth
Profit & Loss Management
Health Insurance
Insurance
Retirement Income Strategies
Medicare Advantage
Medicare Supplements
Medicare Prescription Drug Plans
Leadership
Banking
Sales Management
Refinance
Credit
Finance
Mortgage Banking
Mortgage Lending
Residential Mortgages
Consumer Lending
FHA
Credit Analysis
Financial Services
Six Sigma
Mortgage Underwriting
CRM
Selling
Business Planning
Real Estate
P&L Management
Retail
VA loans
Commercial Lending
Underwriting
Small Business Lending
Retail Banking
USDA
Commercial Mortgages
Commercial Banking
Cross Selling
FHA financing
Portfolio Management
Lines Of Credit
Real Estate Financing
Credit Risk
VA Loans
FHA Financing
Risk Management
U.S. Federal Housing Authority (FHA)
Microsoft Outlook
Management
Training
Relationship Management
Strategic Vision
Construction Loans
Reverse Mortgages
Loan Servicing
Business Development
Diversity & Inclusion
Diversity Training
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Discover more about H&R BlockWhat is David W email address?
Email David W at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated David W's email found in 2026.
How to contact David W?
To contact David W send an email to [email protected], [email protected], [email protected] or [email protected]. (updated on July 26, 2022)
What company does David W work for?
David W works for H&R Block
What is David W's role at H&R Block?
David W is Pre Season Manager
What is David W's Phone Number?
David W's phone (839) ***-*984
What industry does David W work in?
David W works in the Banking industry.
David W Email Addresses
David W Phone Numbers
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