David L R. has a diverse work experience spanning over 20 years. David L is currently working as the Vice President National Accounts at Jackson since December 2018. Prior to this, they had a long tenure at Franklin Templeton, where they held various roles, including National Accounts Manager and Sales Manager. In these roles, they were responsible for driving business growth, establishing and fostering client relationships, and managing a sales team. Before Franklin Templeton, David worked at Pioneer Investments as a Regional Sales Consultant, where they successfully cultivated strategic relationships with key wire house firms. David L also had experience working at AdvisorCentral as a Client Account Manager, providing sales and marketing support to investment management companies. Earlier in their career, David worked at AIG as a Supervisor/Regional Consultant, where they managed a client service team and developed sales relationships with independent financial advisory firms. David L started their career at Boston Financial Data Services as a Client Service Associate.
David L R. holds a Master of Business Administration (MBA) degree in Business Administration and Management, General, which was obtained from Webster University in the years 2010 to 2012. Prior to their MBA, they completed a Bachelor's Degree in International Business from Northeastern University. David L R. also holds additional certifications including the Series 24, Series 63, and Series 7, which were obtained from FINRA. The specific months and years of obtaining these certifications are not mentioned.
Sign up to view 1 direct report
Get started
This person is not in any teams