Dave Smith has extensive experience in account management and leadership in the financial services sector. They served as a Strategic Account Manager at Morningstar from 2002 to 2005 and held the position of Vice President, Regional Manager at Citigroup from 1986 to 1997, overseeing operations for five branches. Smith was also the VP and Regional Market Leader at CIGNA Healthcare from 1997 to 2002, focusing on specialty product lines in the Midwest. Since 2009, they have been a Senior Strategic Account Executive at Salesforce, where they drive initiatives across the Financial Services vertical and have been recognized multiple times with President's Club and Chairman's Club awards.
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