David Majewski

Wildcard
DISC Type : cis

Financial Services Professional at NYLIFE Securities LLC

Frisco, Texas, United States

Overview

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.

Personality Overview

Requires Proof

Friendly But Slow

ROI Driven

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

Topics They Care About

Institutional Investing
Has over 25 years of experience guiding pension plans, endowments, and foundations at firms like BMO Global Asset Management and Russell Investments.
"Sandwich Generation" Finances
He has firsthand experience with the financial pressures of putting three children through college while simultaneously supporting an aging parent.
Healthcare Cost Planning
Focuses on helping clients plan for what he calls the biggest overlooked risk in financial planning: unforeseen healthcare costs.

Media Appearances

David has no verified media appearances

Work History

3-2025
Financial Services Professional at NYLIFE Securities LLC
2-2025
Agent at New York Life Insurance Company
9-2023 - 2-2025
Investment Counselor at Fisher Investments
1-2020 - 8-2023
Trader at Professional Trader
1-2018 - 12-2020
Director Relationship Management at BMO Global Asset Management U.S.

Education

MBA from Kingston University, London, England
BS from University of Wisconsin-Eau Claire

More Information

Social Presence :

Prographics :

Exp : 21 Location : Frisco, Texas, United States Job Level : N/A Designation : Financial Services Professional at NYLIFE Securities LLC
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Help them realize that there is no personal risk in making this decision
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from David

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They like to perform full analysis and can take time to make any decision.
  • Can David take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And David

Personality Compatibility


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