David Rosenfeld is a Vice President / Sr. Complex leader for a fortune 500 Wealth Management Firm covering the Palm Beach County area offices. Dave oversees a team of Financial Consultants, Associate Financial Consultants, Client Relationship Managers as well as Client Relationship Specialists. His roles include sales coaching, process management, client presentations, analysis of performance data for trends and actions, interviewing prospective employees and collaborating with business partners including compliance and human resources. For 20 years, Dave’s ultimate responsibility has been the meeting of client needs while increasing the branch office’s presence in his respective markets.
Dave’s experience with nonprofit work includes a board member seat with the Mental Health Association of Palm Beach County as well as an advisor to Youth Expressions. Dave has mentored numerous children in the area and has been a speaker in several schools regarding finance and overall leadership.
Dave is married to his wife Rachel and they have 5 children between them. 3 – 15 year olds and 2 – 13 year olds. In his “spare time”, Dave loves to watch his boys play ice hockey and will get on the ice with them from time to time. He also enjoys travelling with Rachel, 1:1 time with each of his girls and playing sports with all of his kids.