David Majewski
Wildcard · DISC type cisDavid is a Financial Services Professional with over 25 years of experience in institutional investing, now with NYLIFE Securities LLC. He holds an MBA from Kingston University and previously managed institutional client services at firms like BMO and Russell Investments, advising pension plans, endowments, and foundations.
Drawing from personal experience, David understands the financial pressures on "sandwich families. " As a parent who has put three kids through college while also supporting an aging parent, he brings a unique and empathetic perspective to financial planning for families with complex, multi-generational needs.
He transitioned from guiding large institutions to helping families address often-overlooked risks like healthcare costs.
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They are often friendly and nice, but can sometimes suprise you with their piercing questions They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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