David Ford, Cima
About David Ford, Cima
David Ford serves as the Regional Vice President at Transamerica, where he has worked since 2018. With a background in financial advisory and sales consulting, he provides market insights and investment solutions for financial advisors in the Northeast region.
Work at Transamerica
David Ford currently serves as the Regional Vice President at Transamerica, a position he has held since 2018. In this role, he operates out of the Greater Boston Area and focuses on providing market insights and investment solutions tailored for financial advisors in the Northeast region. His responsibilities include developing strategies that enhance the company's outreach and effectiveness in the financial advisory landscape.
Previous Experience in Financial Services
Before joining Transamerica, David Ford held several positions in the financial services industry. He worked as a Sales Director at Capital Wealth Planning, LLC from 2017 to 2018, where he focused on the Northeast market. He also served as a Market/Business Development Specialist at Edward Jones for a brief period in 2018. Prior to these roles, he was the VP, Senior Advisor Consultant at OppenheimerFunds from 2013 to 2017, contributing to senior sales consulting and investment solutions.
Education and Expertise
David Ford earned a Bachelor of Arts (BA) in Sociology from St Anselm College, where he studied from 1987 to 1991. His educational background provides a foundation for his expertise in understanding market dynamics and client needs in the financial advisory sector. His extensive experience in various roles has equipped him with the skills necessary to deliver effective investment solutions.
Background in Financial Advisory
David Ford has a diverse background in the financial advisory field, having worked with notable firms such as Fidelity Investments and OppenheimerFunds. His career began at Fidelity Investments as a Mutual Fund Representative from 1996 to 1997. Over the years, he has developed a strong understanding of market trends and investment strategies, which he applies in his current role at Transamerica.