Regional Vice President@ Capital Group
San Antonio, Texas, United States
David Ajluni
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FlashIntel GPTDavid Ajluni is a Regional Wholesaler covering the state of Texas with 10.6 years of work experience. He has a strong skill set in Microsoft Office, leadership, customer service, sales, public speaking, teamwork, time management, team leadership, research, and management. David has worked at Capital Group as an Internal Wholesaler and Slate Associate, Morgan Stanley as a Wealth Management Associate, Capri Hospitality Management as a Management Intern, Forest Lake Country Club as a Clubhouse Management Intern, and a Sales Associate. He is based in the United States.
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About
Regional Wholesaler covering the state of Texas. Investment professional with proven track record of the direct sale of investment solutions. Responsible for constructing and delivering presentations to financial advisors through various mediums while implementing customized strategies to meet client and business needs. Securities offered by American Funds Distributors, Inc.
Work Experience
Regional Vice President
Internal Wholesaler
Slate Associate
Financial Services
David Ajluni's Professional Milestones
- Wealth Management Associate (2018-01-01~2018-07-01): Successfully handled portfolios and secured portfolios, maximizing returns and establishing strong relationships with clients.
- Clubhouse Management Intern - Level 1 (2016-05-01~2016-08-01): Successfully managed the clubhouse operations, enhancing efficiency and client satisfaction.
Education
Skill
Microsoft Office
Leadership
Microsoft Powerpoint
Microsoft Word
Customer Service
Sales
Public Speaking
Teamwork
Time Management
Team Leadership
Research
Management
Certification
Colleagues
Katelyn Cunningham OBurke
Product Owner
Abhinav Agrawal
Certified Product Owner | Certified Scrum Master | Project Manager | Quality Assurance Lead
Dianne Peter
Senior Business Analyst | Product Owner
Avishek Sanyal
Master Data Management | Data Integration | Technical Product Owner
Chad Dameworth
Engineering Leader | MBA Candidate Technical Product Owner
Other Named David Ajluni
Frequently asked questions
We found 3 David Ajluni's email addresses
We found 2 David Ajluni's phone numbers
David Ajluni works for Capital Group
David Ajluni's role in Capital Group is Regional Vice President
David Ajluni works in the industry of Financial Services
David Ajluni's colleagues are Katelyn Cunningham OBurke,Abhinav Agrawal,Dianne Peter
David Ajluni's latest job experience is Regional Vice President at Capital Group
David Ajluni's latest education in BI Norwegian Business School
