Dave Mack
Director of National Accounts at Cornerstone Wealth Management MWP- Claim this Profile
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Bio
Bill Ursery
Dave Mack is a tremendous asset to Automation Service. We have experienced growth each year since Dave has been with us. His leadership experience and hands on approach have helped us not only in sales and marketing, but as a vital contributing member of the management team. I have the highest regard for Dave as a leader and as a person.
Kim Pittman
Dave is a very bright business man. He offers great solutions that are beneficial to our clients and Automation Service. I have a high level of respect for Dave and his insights on the selling process. He is a very positive individual and can keep our sales team motivated!
Bill Ursery
Dave Mack is a tremendous asset to Automation Service. We have experienced growth each year since Dave has been with us. His leadership experience and hands on approach have helped us not only in sales and marketing, but as a vital contributing member of the management team. I have the highest regard for Dave as a leader and as a person.
Kim Pittman
Dave is a very bright business man. He offers great solutions that are beneficial to our clients and Automation Service. I have a high level of respect for Dave and his insights on the selling process. He is a very positive individual and can keep our sales team motivated!
Bill Ursery
Dave Mack is a tremendous asset to Automation Service. We have experienced growth each year since Dave has been with us. His leadership experience and hands on approach have helped us not only in sales and marketing, but as a vital contributing member of the management team. I have the highest regard for Dave as a leader and as a person.
Kim Pittman
Dave is a very bright business man. He offers great solutions that are beneficial to our clients and Automation Service. I have a high level of respect for Dave and his insights on the selling process. He is a very positive individual and can keep our sales team motivated!
Bill Ursery
Dave Mack is a tremendous asset to Automation Service. We have experienced growth each year since Dave has been with us. His leadership experience and hands on approach have helped us not only in sales and marketing, but as a vital contributing member of the management team. I have the highest regard for Dave as a leader and as a person.
Kim Pittman
Dave is a very bright business man. He offers great solutions that are beneficial to our clients and Automation Service. I have a high level of respect for Dave and his insights on the selling process. He is a very positive individual and can keep our sales team motivated!
Credentials
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Series 65, Investment Advisor Representative
Financial Industry Regulatory Authority (FINRA)Jan, 2016- Nov, 2024 -
Competitive Strategies (Executive Course)
Harvard UniversityJan, 2004- Nov, 2024 -
Marketing Strategies (Executive Course)
Washington University in St. LouisJan, 2003- Nov, 2024 -
Series 24, General Securities Principal
Financial Industry Regulatory Authority (FINRA)Jan, 1996- Nov, 2024 -
Series 63, Uniform Securities Agent State Law
Financial Industry Regulatory Authority (FINRA)Jan, 1995- Nov, 2024 -
Series 7, General Securities Representative
Financial Industry Regulatory Authority (FINRA)Jan, 1995- Nov, 2024 -
Series 8, General Securities Sales Supervisor
Financial Industry Regulatory Authority (FINRA)Jan, 1996- Nov, 2024 -
Life, Health, and Variable Contracts
Missouri Department of Insurance, Financial Institutions & Professional RegistrationJan, 1997- Nov, 2024
Experience
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Cornerstone Wealth Management, USA
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United States
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Financial Services
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1 - 100 Employee
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Director of National Accounts
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Apr 2016 - Present
•Responsible for the national expansion of the firm's professionally-managed portfolio models to independent fiduciaries across the U.S. •Interacted daily with accredited portfolio analysts to in-turn relay first-hand financial information to participating advisors, conveying client impact. •Demonstrated the advantages, investment return, and cost-effectiveness of utilizing professional, unbiased management for their clients' portfolios, including impartial fund selection, strong performance, and upside- and downside-protection. •Recruited a Top-Producing advisor to the firm. •Finalized digital marketing of professionally-prepared Investment Policy Statements, risk tolerance tests, and client material. Show less
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Automation Service
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Automation Machinery Manufacturing
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1 - 100 Employee
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Vice President, Sales
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Aug 2006 - Jun 2015
•Led the Sales, Marketing, and Customer Service departments at Automation Service, a St. Louis-based global leader in automation. •Responsible for driving business development for one of North America’s largest suppliers of high-precision process control instruments used in various industries worldwide. •Provided strategic and tactical leadership to 20+ internal & external sales, customer service, and marketing representatives. •Positioned sales division for growth by restructuring strategic initiatives and incentives to encourage increased productivity, relaying the importance of critical thinking, healthy competition, and a winning attitude. •Interviewed and hired candidates for sales, marketing, and customer service roles, as well as ongoing training. •Recruited two successful sales representatives to the Sales group. Show less
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Edward Jones
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United States
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Financial Services
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700 & Above Employee
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Sales Development/Training
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1990 - 2006
•Responsible for the sales training & development of new financial advisors, as well as firm's Sales Desk. •Conducted numerous workshops and broadcasts at the company's St. Louis, Tempe, & Toronto locations. •Orchestrated department training and development of new sales representatives in the U.S. and Canadian divisions, and new management sales training for the United Kingdom division. •Recruited a successful salesperson to the firm, who went on to perform above expectations. •Proficiently mentored on how to select, market and sell equities and fixed-income products; in addition to providing strategic leadership and multi-functional marketing/sales support. •Interviewed and selected candidates for Sales Desk roles, as well as recruiting advisors for the firm. •Sole responsibility for purchasing and managing an 8-figure annual product inventory. •Directed a group of sales associates, sales development leaders, and veteran sales producers mentoring/coaching allies of broker trainees in their local geographic areas. Show less
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Education
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University of Missouri-Columbia
B.A.
