Dave Weisman
About Dave Weisman
Dave Weisman is a Senior Wealth Management Consultant at MassMutual Financial Group with over 20 years of experience in the financial services industry.
Current Role at MassMutual Greater Philadelphia
Dave Weisman currently serves as the Senior Vice President, Investment Specialist at MassMutual Greater Philadelphia. Based in Bala Cynwyd, Pennsylvania, he has been in this role since May 2018. His responsibilities include overseeing wealth management services, providing investment consultations, and supporting clients in achieving their financial goals.
Experience at MassMutual Financial Group
In addition to his role at MassMutual Greater Philadelphia, Dave Weisman works as a Senior Wealth Management Consultant for MassMutual Financial Group. His extensive background in wealth management and investment consulting positions him as a valuable resource for clients seeking tailored financial solutions.
Previous Roles in Finance
Before joining MassMutual, Dave Weisman held a series of significant roles in the financial services industry. He worked as the Vice President at Churchill Management Group from 2014 to 2015. Prior to that, he was the Sales Director at Beaumont Financial Partners, LLC from 2012 to 2013. He also served as the Regional Sales Director at Stadion Money Management from 2009 to 2012, and at Charles Schwab from 2005 to 2009. Additionally, he was the Vice President, Regional Consultant at Prudential Investments from 2001 to 2005, and the Relationship Manager at Nuveen Investments from 1997 to 2001.
Educational Background
Dave Weisman holds a Bachelor of Applied Science (B.A.Sc.) in Accounting and Finance from Rider University. He completed his degree over a period of five years, from 1986 to 1991. His formal education laid the foundation for his extensive career in financial services.
Regional Sales and Management Expertise
Throughout his career, Dave Weisman has gained extensive experience in regional sales and management within the financial sector. He has worked in various regions including the North/Mid Atlantic, Eastern Region, Mid Atlantic, Southeast Regions, and PA and OH Region. His roles often involved overseeing sales operations, managing regional teams, and building strong client relationships.