David Zabela
Coraopolis,PA
Summary
Conscientious Fiduciary with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
23
23
years of professional experience
Work History
Financial Advisor
Fort Pitt Capital
10.2020 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Facilitated new client onboarding process and investment account setup.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Delivered strategic investment advice for individual and corporate clients.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Financial Advisor
Key Bank
04.2019 - 09.2020
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans focusing lending, investing and insurance for estate planning.
- Delivered strategic investment, banking, and lending advice for individual and corporate clients.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Helped clients make informed decisions about financial future.
Branch Manager
Scottrade
07.2015 - 11.2018
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales. moved ranking to #33 of 550 branches nationwide.
Financial Advisor
Fidelity
02.2008 - 07.2015
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Financial Advisor
TD Ameritrade
01.2011 - 01.2015
- Researched and evaluated potential investment products for clients.
- Collaborated with clients to develop customized investment portfolios.
- Studied financial documents to identify potential areas needing improvement.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Implemented exit strategies for clients to transition out of investments.
Insurance Wholesaler
Fidelity Investments Life Insurance
01.2005 - 01.2008
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Contacted customers and prospects to generate new business to achieve company growth goals.
- Managed sales plan activities, promotions and product launches resulting in expanded revenues and branding.
- Maintained sales tracking reports to support operational enhancements and implement corrective actions.
- Used consultative sales approach to understand and meet customer needs.
RIS/Service Trading
Fidelity
11.2000 - 01.2005
- Worked on behalf of clients to buy and sell financial instruments and executed all levels complex financial transactions
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities online trading and research
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Education
Bachelor of Science - Political Science And Economics
West Virginia University
Morgantown, WV05.1999
Skills
- Regulatory Requirements Adherence
- Daily Logs
- Consumer Engagement
- Serve Client Needs
- Portfolio Construction
- FINRA Rules
- Investment Advising
- Client Needs Assessment
- Prospective Client Engagement
- Stock Market Understanding
- Economic Trends
- Goals and Performance
- Cash Handling
- Financial Oversight
- Making Insurance Decisions
- Risk Assessment
Timeline
Financial Advisor
Fort Pitt Capital
10.2020 - Current
Financial Advisor
Key Bank
04.2019 - 09.2020
Branch Manager
Scottrade
07.2015 - 11.2018
Financial Advisor
TD Ameritrade
01.2011 - 01.2015
Financial Advisor
Fidelity
02.2008 - 07.2015
Insurance Wholesaler
Fidelity Investments Life Insurance
01.2005 - 01.2008
RIS/Service Trading
Fidelity
11.2000 - 01.2005
Bachelor of Science - Political Science And Economics
West Virginia University
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