David Steffler
About David Steffler
David Steffler serves as the Vice President of Business Performance at MD Financial Management, where he has worked since 2008. He holds an MBA from the University of Toronto's Rotman School of Management and has a background in finance, marketing, and strategy.
Work at MD Financial Management
David Steffler has held the position of Vice President Business Performance at MD Financial Management since 2008. In this role, he has contributed to the development of performance management metrics, dashboards, and sales tools that support leaders and advisors. He has integrated new sales enablement functions, specifically Sales Effectiveness and Coaching Excellence, to improve advisor sales capabilities. Steffler also leads multiple enterprise-level committees and serves as the primary Wealth Team partner for various departments, including Marketing, Product, Compliance & Legal, and Organization Development.
Education and Expertise
David Steffler earned his MBA from the University of Toronto's Rotman School of Management, where he studied Finance, Marketing, and Strategy from 2002 to 2004. He also holds a Bachelor of Commerce (BCom) degree from Winthrop University, where he studied Finance. His educational background provides a strong foundation for his expertise in business performance and financial management.
Background
Before joining MD Financial Management, David Steffler worked as a Senior Consultant at Deloitte from 2004 to 2008 in Toronto, Canada. He also served as a Portfolio Manager at Carroll Financial from 1999 to 2001 in Charlotte, North Carolina. His diverse experience in consulting and portfolio management has contributed to his current role in business performance.
Achievements
David Steffler has established a national video coaching program that achieved a 50% penetration rate among advisors, enhancing professional development through voluntary participation. He designed national standards and processes for managing new sales opportunities while at Deloitte, which led to the sales team doubling the pipeline of new client opportunities and achieving record growth of net new physician clients in the first year.