David Walters
Client Service Manager@ Palisades Hudson Financial Group LLC
Beaverton, Oregon, United States
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David Walters is a highly experienced professional with 21.5 years of work experience in accounting, financial planning, tax, and strategic planning. He is currently serving as the Client Service Manager at Palisades Hudson Financial Group LLC in the United States. With a strong background in customer service and market research, David has been instrumental in the success of the company since 2002. His expertise in estate planning and retirement planning has made him a valuable asset to the organization.
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Emails and Phone Numbers

@palisadeshudson.com
+1 914723****
+1 954524****
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About

Client Service Manager at Palisades Hudson Financial Group LLC

Work Experience

200 S.W. First Avenue, Fort Lauderdale, FL, 33301, US

Financial Services

28
Phone
+1 9545245552

David Walters's Professional Milestones

  • Vice President (2002-05-01~): Implementing strategic initiatives to drive organizational success and maximize profitability.
  • Client Service Manager: Successfully implemented comprehensive customer service strategies, driving customer satisfaction and loyalty.

Education

NYU Stern School of Business
NYU Stern School of Business

Finance And Accounting

1998-2002