David Connor
About David Connor
David Connor serves as the Managing Director for North America at InvestSuite, where he focuses on digital wealth transformation and enhancing customer investing experiences. With a background in finance and extensive experience in the financial services industry, he has held various leadership roles across multiple companies.
Current Role at InvestSuite
David Connor serves as the Managing Director for North America at InvestSuite. He has been in this role since 2023, focusing on digital wealth transformation and enhancing customer investing experiences. His strategic initiatives aim to help financial institutions extend their product offerings in an agile and cost-effective manner. Connor collaborates with a multidisciplinary team that includes bankers, creative designers, and behavioral scientists to drive commercial success.
Previous Experience in Financial Services
Before joining InvestSuite, David Connor held various positions in the financial services sector. He was the Senior Vice President at Trinlogix, LLC from 2018 to 2022, and previously served as the AVP Platform Sales at Citizens Investment Services from 1996 to 2001. His experience also includes roles such as Director of Global Sales at Big Studio, LLC and Vice President of Channel Development at Financial Media Exchange LLC. Connor has a proven track record in building long-term relationships within the industry.
Educational Background
David Connor studied at Providence College, where he earned a Bachelor of Arts degree in Liberal Arts and Sciences with a concentration in Finance. His studies spanned from 1988 to 1996. Prior to this, he attended LaSalle Academy from 1980 to 1984. His educational background has equipped him with a strong foundation in finance and liberal studies.
Career Progression
Throughout his career, David Connor has held several significant positions in various companies. He worked at SmartAsset as a Senior Enterprise AE for five months in 2022 and served as Head of Enterprise Sales at TIFIN for seven months in the same year. Additionally, he was the Chief Growth Officer at Trinlogix, LLC for ten months in 2021-2022. His diverse roles reflect his adaptability and expertise in sales and business development.