David M.

David M. is an experienced sales and partnerships executive with a diverse background in financial services and data solutions. Currently employed at Taxfyle since August 2023, David previously held positions at SalesIntel.io as an Account Executive and at Merrill Lynch as a Financial Solutions Advisor. Prior to these roles, David worked at FactSet as an Enterprise Sales Executive, at Code Red Software as an Institutional Sales Executive, and at UBS as an Investment Associate. David holds a Bachelor of Science degree in Business and Management from Indiana University Bloomington, which was completed in 2004.