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David has addressed many issues within the financial services industry, from developing strategies for individual lines of business to formulating tactical profit improvement programs. David co-developed the Financial Personality® Segmentation and Marketing System that is used by planners and marketers to design and execute winning strategies and high-performing marketing programs.
David's expertise spans a wide range of financial services businesses including retail banking, small business banking, investments, and insurance. His functional expertise includes business and segment strategy, segment-based sales and marketing, precision pricing, and new product development.
David has been an invited speaker at numerous forums including conferences for the Corporate Executive Board, Bank Marketing Association, American Banker Bond Buyer, European Financial Management Association, Bank Administration Institute, and Association for Management Information in Financial Services.
David has authored numerous articles and been quoted in major publications including The Economist, Journal of Retail Banking, and The American Banker.
Prior to joining FMCG, David was employed by McKinsey and Company.
David received his B.A. from Franklin and Marshall College and his M.B.A. from Babson College.
Financial Personality® is a service mark of FMCG | 