David Edwards
San Francisco,CA
Summary
Dynamic Vice President with a proven track record at Dodge & Cox Investment Managers, excelling in relationship building and team leadership. Achieved significant new business revenue growth while collaborating with senior management to develop strategic initiatives. Expertise in decision-making and critical thinking, effectively delivering impactful presentations and training sessions.
Overview
41
41
years of professional experience
Work History
Vice President, Shareholder
Dodge & Cox Investment Managers
04.1996 - 12.2024
- Created the current client service model for this rapidly growing investment firm. Included establishing expectations, determining territories, creating message and materials, also trained current staff.
- Established and maintained strong relationships with institutional clients, financial advisor, and consultants. Responsible for delivering performance results, attribution and portfolio changes via video and in person meetings.
- Maintained thorough and detailed documentation on client relationships. This information was used by senior management to develop strategic initiatives and long-term goals.
- Represented organization at new business presentations. Had a strong record for delivering new clients to the firm.
- Participated as narrator on periodic webcast presentations. This included working with the research and communication teams to determine content and coordinate production.
- Given strong speaking and presentation abilities. Provided training and coaching sessions to new and current staff and was frequently asked to provide sample presentations to new employee groups and interns.
- Served as a committee member on the firm's Charitable Giving Committee. The Committee was tasked with establishing giving strategy, maintaining relationships with current recipients and evaluating and deciding on new requests.
Vice President
Dreyfus Retirement Services
04.1994 - 04.1996
- Developed and cultivated strong relationships with key Defined Contribution Plan clients and consultants in a territory covering the Pacific Northwest and Northern California. Led the the organization in new business revenue for both years.
- Collaborated with the senior management of three recently merged companies (Dreyfus, The Boston Company, Mellon Bank) to develop a single brand, create the business narrative, and strategy and deliver that message to the Defined Contribution retirement community.
- Represented organization at industry conferences and events.
Vice President
The Northern Trust. Company
06.1984 - 04.1994
- Held various positions in banking and securities operations as well as administration and sales in the Bank's Master Trust business.
Education
BBA - Management
Miami University
Oxford, OH06-1984
Skills
- Team leadership
- Client relationship building
- Decision-making
- Communication and staff development
Affiliations
- Current Board Member, Trustee, former Treasurer, California Pacific Medical Center
- Board Member San Francisco Artist Guild
- Board Member St. Vincent de Paul Society
Timeline
Vice President, Shareholder
Dodge & Cox Investment Managers
04.1996 - 12.2024
Vice President
Dreyfus Retirement Services
04.1994 - 04.1996
Vice President
The Northern Trust. Company
06.1984 - 04.1994
BBA - Management
Miami University
Similar Profiles
Robert ThurlingRobert Thurling
Senior Managing Regional Director at Natixis Investment ManagersSenior Managing Regional Director at Natixis Investment Managers
Mahnoor SohailMahnoor Sohail
Human Resources Specialist at Pi INVESTMENT MANAGERS PTY LTDHuman Resources Specialist at Pi INVESTMENT MANAGERS PTY LTD
Subhapandian PandianSubhapandian Pandian
Sales Coordinator at ASK Investment Managers LtdSales Coordinator at ASK Investment Managers Ltd