David Halstead has been with Equitable since July 2000, currently serving as the Project Management & Strategic Planning Manager for the Chief Sales Office, where responsibilities include managing project management, analytics, and strategic planning. Prior to this role, David Halstead held the position of Assistant Agency Manager, focusing on strategy, business development, training programs, financial planning, communications, new business processing, and sales growth. David Halstead's earlier experience includes serving as Assistant Vice President in Global Equity Capital Markets at Merrill Lynch from November 1991 to July 2000, where contributions included guiding the Syndicate in over 350 equity, debt, and UIT offerings totaling approximately $60 billion. David Halstead obtained a Bachelor of Arts in English Language and Literature from St. Lawrence University and completed secondary education at Princeton High School.
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Equitable
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Equitable is one of America’s leading financial services companies. Founded originally in 1859, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses.