Msc Cpc ZimmermanDavid L. Zimmerman, MSc, CPC, a seasoned leader with over four decades in the wealth management industry, has journeyed from financial advisor to CEO of a broker-dealer and then head of wealth management. With a rich tapestry of roles, including wealh advisor and head of advanced training and development for a top Wall Street firm and national sales director of private client services for a top three bank, he now channels his extensive experience and academic prowess into consulting and coaching through AMAXXA LLC, inspiring and challenging leaders to address the challenge of change to achieve new heights. Read More Read Less
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