Senior Client Success Manager
Dave is a Senior Client Success Manager at Facet and a seasoned financial services professional with nearly 20 years’ experience, across the wealth and asset management arenas. Dave is passionate about helping individuals realize their financial objectives and is also keen on aiding people in need through nonprofit and philanthropic work, instilling life-enhancing values and enrichment.
Education: Mount Saint Mary’s University (BA), Richard J. Bolte, Sr. School of Business, Mount Saint Mary’s University (MBA)
"Those who have endured some misfortune will always be set apart, but that it is just that misfortune which is their gift and which is their strength. "
Get to know David
Sagamore – Bolton Landing, NY
Coach and Son – Gwynedd Mercy Academy Lacrosse
Notre Dame Stadium
Where's your favorite place in the world?
What was the best concert you ever attended?
Tom Petty and the Heartbreakers at the Hartford Civic Center
What are you passionate about?
Helping people in need
What's your secret talent that no one knows about?
Studying and reading maps