David Majewski
Login to view DISC.David 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.
Read the full overview →How David shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics David cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
Other NYLIFE Securities LLC Employees
Explore more public profiles from related professionals.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.