As Snap’s lead training expert, David thrives in the fast-paced environment of helping Advisors quickly become effective and efficient as they build their first financial plans in the Snap dashboard. As a former Financial Advisor himself, he knows exactly how to leverage financial planning software to deliver extraordinary value for clients and grow a practice.
David is an experienced product, sales, and finance professional who has spent over 7 years in the finance industry helping advisors and clients grow. He has strong communication skills, which allows him to align the needs of others with a structured system to make sure their desired outcome and ideas are supported. Uncovering these needs and finding real solutions is what he does best, and loves creating personal and business relationships.
David is based in Lethbridge, Alberta, where he lives with his wife and dogs, and holds a Bachelor’s degree in Management from the University of Lethbridge.