David Anderson
Ogden,UT
Summary
With a proven track record at Moneywise Wealth Management, I spearheaded asset growth from $20M to $550M, demonstrating exceptional leadership and strategic financial planning. My expertise in asset allocation and my role in significantly enhancing the Bakersfield Museum of Art's financial health highlight my hard and soft skills. My initiatives have consistently driven substantial business growth and client satisfaction.
Overview
23
23
years of professional experience
Work History
Sales Rep/Senior Financial Advisor
Moneywise Wealth Management
08.2001 - Current
- Led the charge in growing the assets under management from $20,000,000 to $550,000,000.
- Gathered and managed $125 million in assets individually, led sales team in overseeing a total of $550 million in assets. Managed the largest book within the firm.
- Specialized in asset allocation, developing tailored investment strategies to meet client objectives.
- Directed the 2009 purchase of another firm that helped double our Assets Under Management and turn the firm into Fee-Based Advisory firm.
- Owned and operated the company, leading its growth and maintaining a high standard of client service.
- In 2013 spearheaded growth in business and was selected at INC. 5000 as one of the fastest growing small business in the country.
- Was selected as a top advisor for over 15 years straight winning countless production and customer service awards.
- Created and hosted of a daily financial podcast/radio program for 15 years, reaching over 60,000 monthly listeners that increased Assets managed by over 50%.
- Conducted interviews with financial professionals and discussed various financial topics.
- Provided actionable advice to help listeners improve their financial well-being.
Executive Board Member
Bakersfield Musueum of Art
06.2016 - 04.2024
- Assisted in allocating the museum’s endowment to ensure financial stability and growth.
- Led fundraising charge and achieved largest increase in endowment.
- Approved all financial documents, providing oversight and strategic direction to support the museum’s financial health.
- Contributed personal insights and guidance to enhance the museum’s quality of space and overall offerings.
- Helped manage and grow investment account of museum to over $1,000,000.
- Helped establish shows and events where the community was involved.
- Funded and assisted in the Art After Dark event where thousands of community members would attend.
Education
Profesional Sales
Weber State University
Ogden, UtSkills
- Successfully managed $125 million in assets personally, with firmwide oversight of $550 million
- Developed and maintained a popular financial podcast/radio program, engaging with a broad audience and providing valuable financial advice
- Contributed to the financial stability and growth of the Bakersfield Museum of Art through strategic endowment allocation and oversight
Timeline
Executive Board Member
Bakersfield Musueum of Art
06.2016 - 04.2024
Sales Rep/Senior Financial Advisor
Moneywise Wealth Management
08.2001 - Current
Profesional Sales
Weber State University
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