David Kashtan

Experience

• 

  Dreyfus

  Jan 1986 - Jan 2002

  Divisional Sales Manager

  Lead all sales efforts for Mellon Bank Investment program. Established a new 20 branch Private Wealth Management business unit.

• 

  Quick & Reilly (merged with Bank of America)

  Jan 2002 - Jan 2005

  Regional Director

  Create and deliver the products and services for Quick & Reilly Management and Sales groups nationally and in market. Member of the Executive revenue team. Host of weekly National Sales call.

• 

  Bank of America

  Jan 2004 - Jan 2005

  Director of Managed Accounts

  Start up process of behavioral change to Consultative Sales using a Fee-Based global wealth investment strategy, Leveraged Mutual Fund wrap, UMA, SMA's.

• 

  PNC Investments

  Sept 2007 - Jan 2013

  Division head responsible for all Financial Planning activities, the distribution of Managed Money, and Insurance for entire PNC footprint nationally. Lead and build out the Financial Planning Division to execute and implement the firm’s strategies. My position as a Regional Director was to promote an FA change in behavior by leveraging a planning and consultative sales process. As well as the development and understanding of all Advisory platforms from a Mutual fund Wrap to SMA's. The focus was hands on training and workshops, sales strategy implementation, and practice management skills.

  • Managing Director - Senior Vice President

    Jan 2007 - Jan 2013

  • Regional Director

    Sept 2007 - Jul 2008
• 

  Huntington National Bank

  May 2014 - Aug 2015

  Director of Product and Financial Planning

  Head up all Product, Financial Planning, and Insurance Divisions for Huntington Investments. Responsibilities also include building out a premier Managed Money and Advisory platform as a member of the Executive Leadership Team.

• 

  Wells Fargo

  Sept 2015 - Nov 2021

  • Northeast Regional Investment Consultant SVP

    May 2020 - Nov 2021

  • Wells Fargo Private Bank -Investment and Fiduciary Services - Senior Vice President

    Sept 2015 - Apr 2020
• 

  Allspring Global Investments

  Nov 2021 - now

  Northeast & Eastern Regional Investment Consultant