David Jaeger, MBA, CWS®

Private Bank Relationship Manager, VP Key Private Bank at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area

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5.0

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Bob Duff

David is someone who works hard and puts the best interests of those around him before himself. He is quiet, yet confident and has the ability to find solutions to complex problems. David manages to bring out the best in people, which is why so many like to have him around.

John Igneri

As a Councilman in Norwalk, David exhibited a good understanding of the financial implications on everything he was voting. He took the time to research the facts and make a good business decision .

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Experience

    • United States
    • Banking
    • 200 - 300 Employee
    • Private Bank Relationship Manager, VP Key Private Bank
      • Oct 2021 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Banker, Vice President
      • Apr 2015 - Oct 2021

    • Associate Private Banker, Assistant Vice President
      • Jan 2013 - Apr 2015

  • Greenwich Chamber of Commerce
    • Greenwich Connecticut
    • Ambassador (Volunteer)
      • 2010 - Jan 2013

      On a volunteer basis, conducted New Member outreach, attended events, liason with general community and have served as an advisor to Executive Director On a volunteer basis, conducted New Member outreach, attended events, liason with general community and have served as an advisor to Executive Director

    • ASSISTANT VICE PRESIDENT, FINANCIAL SERVICES MANAGER
      • Jan 2005 - Jan 2013

      Business Development Strategies • Community Partnerships/Alliances • Relationship Management Revenue Growth • Sales • Account Management • Research • Team Leadership • Staff Supervision Client Relations • Process Improvement • Coaching/Mentoring •Training & Development • Problem Resolution Business Development Strategies • Community Partnerships/Alliances • Relationship Management Revenue Growth • Sales • Account Management • Research • Team Leadership • Staff Supervision Client Relations • Process Improvement • Coaching/Mentoring •Training & Development • Problem Resolution

    • Common Council Member
      • Nov 2009 - Nov 2011

      Elected to first two year term receiving 26% of vote out of four candidate contest Appointed to serve on Land Use & Building Mgmt, Health, Public Safety & Welfare, Finance & Claims Committees of the Common Council Appointed to represent the Council on the Norwalk Facilities Construction Commission Served as voice and resource for constituents of District A Researched, studied and voted on pending Municipal ordinances, actions and plans Elected to first two year term receiving 26% of vote out of four candidate contest Appointed to serve on Land Use & Building Mgmt, Health, Public Safety & Welfare, Finance & Claims Committees of the Common Council Appointed to represent the Council on the Norwalk Facilities Construction Commission Served as voice and resource for constituents of District A Researched, studied and voted on pending Municipal ordinances, actions and plans

    • Campaign Coordinator
      • Sep 2004 - Nov 2004

      Managed campaign that won over 60% of the vote in Election 2004 Managed campaign press releases, fund raisers, press events, and mailings Organized district surveys, phone banks and literature drops Recruited and coordinated volunteers Campaign Coordinator - 140th District State Representative Election 2002 Managed campaign that won 58% of the vote Coordinated the "Get Out The Vote" drive which resulted in increased voter turnout Managed campaign that won over 60% of the vote in Election 2004 Managed campaign press releases, fund raisers, press events, and mailings Organized district surveys, phone banks and literature drops Recruited and coordinated volunteers Campaign Coordinator - 140th District State Representative Election 2002 Managed campaign that won 58% of the vote Coordinated the "Get Out The Vote" drive which resulted in increased voter turnout

    • Head Clerk
      • Jan 2003 - Oct 2003

      Responsible for the administrative functions of the Committee including preparation for committee meetings and public hearings. Delegated administrative duties to other committee staff. Liaised between committee chairpersons, members and general public. Responsible for the administrative functions of the Committee including preparation for committee meetings and public hearings. Delegated administrative duties to other committee staff. Liaised between committee chairpersons, members and general public.

Education

  • University of New Haven
    MBA, Business Administration
    2007 - 2009
  • Sacred Heart University
    BS, Political Science
    1998 - 2002
  • Cannon Financial Institute
    Certified Wealth Strategist
    2022 -

Community

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