David supports the growth of small and large corporations by identifying and implementing effective marketing and technology solutions. He draws from past experience – financial services marketing and technology roles – to craft a customized plan that not only details business requirements, but also translates these into actionable items.

At CEO Shuffle, Inc., David consulted various minority owned small businesses on financially surviving the pandemic and on best practices for establishing an online presence, including how to publish high-value content for customers.

At NY Life, David managed the execution of major value stream programs consisting of cross-functional teams and supported enterprise-wide system migration efforts, including in the vendor assessment and evaluation process.

At Morgan Stanley, David led the marketing efforts for Morgan Stanley’s International Wealth Management business. Challenges included organizing premium client events, curating relevant and engaging client-facing content, and managing digital efforts.

David, while at Citi, conceptualized an award-winning, peer-to-peer sharing economy for private banking clients. While managing the digital efforts for Citi Wealth Management Latin America’s Chief Investment Office, David trained a team of strategists to self-publish investments reports using web tools (i.e., TeamSite) and pre-packaged templates (HTML, Microsoft Outlook). The new process significantly reduced the production time for flagship publications by as much as 85%.

Early in his career at Citi, David established a templated email marketing campaign for the Wealth Management Latin America segment. The email templates included branding elements, descriptive information about the latest investments reports and necessary disclosures. These prepackaged emails considerably reduced salesforce email communication preparation time, saving the bank an estimated $20,000/publication in salesforce working hours.

David enjoys traveling and playing acoustic guitar for his greatest audience, comprised of his spouse and two daughters (he’ll admit just about any day that his daughters are way more entertaining than him). David also volunteers as a board member of his cooperative building in Manhattan.

Marketing Strategy | Digital Content Strategy | Latin America | Investments | Project Management | Marketing Communications | Content Management | Email Marketing | UX/UI Design Strategy | Social Media | Web Design | Digital Publishing | FinTech