David Hanna, CFA, CFP®

Experience

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  Sanmina

  Jul 2013 - Jul 2015

  Associate/Program Administrator

  • Official point of contact for all customer operations related communications, spanning 13 facilities globally. Escalated to appropriate executive teams when necessary• Cross-functional coordinator guiding projects between customer and remote sales, operations, materials and engineering teams to achieve business outcomes• Material procurement coordination• Support product life cycles (NPI, EOL, ECO, Product Transitions) with remote teams to ensure project deadlines are met and effectively facilitated• Analyzed forecasts and planned materials accordingly to plan for material shortages/excesses and accurately create cost models for customer• Used findings from in-depth product/business analytics data to create new procedures, protocols• Supported sales team operations with analysis, reporting, and value propositions to grow account• Create project plans, timelines, and mitigation/contingency plans to maintain continuity• Conducted cost analysis on programs to create P&L reports to determine most profitable project plans Show less

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  Buckingham Strategic Partners

  Jul 2015 - Jan 2023

  -Staffed, trained, and developed a Relationship Management team well-versed in capital markets,fin-tech integrations, and problem-resolution with an emphasis on maintaining a high level of service to clients.-Documented and standardize basic training programs for new team members to streamline new-hire training.-Led various team projects to successful completion, including: platform conversions, proxy share voting initiatives, investment model changes, technology integrations, and more.-Cultivated and maintained a strong team-first culture among teammates to create a tight-knit, flexible working environment dedicated to delivering a high level of service to Advisors and RIAs.-Formalized and documented client engagement process to standardize the discovery and on-boardingexperiences for clients firm wide.-Created and gave engaging presentations on Loring Wards offerings and creative solutions to largeaudiences. Show less -Internal contact for Financial Advisors and Registered Investment Advisers, providing consultative expertise in Capital Markets, Fin-Tech, and Practice Management to help provide streamlined solutions and increase efficiency.-Managed Advisor and RIA relationships, serving as an escalation point and internal advocate to maintain strong service levels at all times.-Curated and presented presentations to large audiences on "Advisor Alpha" and how to leverage Loring Wards tools to continue to add value to client relationships.-Coordinated with external Sales and internal Operations teams to provide comprehensive solutions and advice.-Educated Advisors on Loring Wards investment philosophy and provided commentary on Capital Markets to help tailor suitable recommendations for clients while emphasizing Fiduciary standards.-Helped troubleshoot and implement Fin-tech integrations and tech stacks to streamline processes.-Assessed advisory process and Fin-tech to gauge needs which informed project teams on high-priority initiatives to focus on.-Brainstormed proactive campaigns to engage Advisors via webinar to increase wallet share.-Promoted from New Accounts Specialist to Relationship Manager in April 2016. Show less

  • Director, Solutions

    Feb 2021 - Jan 2023

  • Manager, Relationship Management

    Nov 2018 - Feb 2021

  • Supervisor, Relationship Management (at Loring Ward)

    Mar 2018 - Nov 2018

  • Relationship Manager (at Loring Ward)

    May 2016 - Mar 2018

  • New Accounts Specialist (at Loring Ward)

    Jul 2015 - May 2016
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  Buckingham Wealth Partners

  Jan 2023 - Jan 2025

  Manager, Client & Advisor Experience
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  Focus Partners Wealth

  Jun 2024 - now

  Manager, Client & Advisor Experience

  Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice. Show less

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  Focus Partners Advisor Solutions

  Jun 2024 - now

  Manager, Client & Advisor Experience

  Focus Partners Advisor Solutions is a comprehensive wealth management platform that delivers practice support and management services created to free up an advisor's workday so they can spend more time helping clients achieve their dreams of financial prosperity.Focus Partners Advisor Solutions is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Advisor Solutions is also available on the SEC's website at www.adviserinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.Buckingham Strategic Partners rebranded to Focus Partners Advisor Solutions in January 2025. Show less