David McWilliam's successful 38-year career at two major financial services firms has made him
into him a much lauded leader and motivational speaker. He is sought out as much for his business acumen
as his ability to deliver the message. He has led hundreds of offices with thousands of employees and
has been responsible for multi-billion dollar P + L's.
He is a leader possessing the full spectrum of highly developed executive managerial skills
including strategic planning, implementation of multiple international post-merger directives,
product and platform development and integration, management and director recruitment, training and supervision
as well as the day-to-day fiscal oversight of a large multi-faceted business. David has extensive experience
in both international and domestic marketplaces and is consistently recognized for exceptional performance.
LEADERSHIP CONCEPTS, LLC.
Founder and CEO
UBS FINANCIAL SERVICES
UBS - WEALTH MANAGEMENT DIVISION
Head of Wealth Management Transformation
Spearheaded move of firm from product focused strategy to a holistic wealth planning base culture.
Responsible for marketing, organizational structure, and products.
Accountable for all firm training, field specialists, trust and estate attorneys and all financial planning platforms.
Appointed to Firm's Executive Committee
Head of the Eastern Division
Responsible for half of the 320 U.S. Domestic Offices
4 Billion in revenue
4 Regional Directors
50 Complex Directors
100 Branch Office Managers
Head of Central Region
Responsible for 1/3 of U.S. domestic offices
3,200 employees generating 2.7 billion in revenue
Supervision of 8 Market Area Managers and 100 Branch Office Managers
MERRILL LYNCH - GLOBAL WEALTH MANAGEMENT, Miami
Southeast Division Director
Responsible for the P&L for 122 Southeast branch offices
3,500 employees generating $1.7 billion in revenues and $900 million pretax profi
Florida Regional Director, Miami
1000 employees and 70 offices generating $600 million in revenues
Successfully initiated focus on growth, profitability, as well as recognition, training, mentoring and leading branch office managers.
Deputy President Merrill Lynch Japan Securities, Japan
Presided over the operation of the 33 branches immediately following the acquisition of Yamichi Securities, Japan's fourth largest broker/dealer.
Integrated product and services, new technology platform and coordinated all aspects of branding Merrill Lynch in Japan
2000 Employees that learned to work, write and communicate with interpreters and translators
Transformed a mass affluent business to a high net worth account minimum to emphasize profitability in the business model which is still in place today.
Regional Business Executive - Merrill Lynch Australia/New Zealand
Executive in charge of the private client acquisition of McIntosh Securities
Integrated products and services, new technology platform and coordinated all aspects of branding Merrill Lynch in Australia/New Zealand.
400 employees generrating $125 million in revenues
Coordination with multiple regulatory bodies and currencies
Managing Director/Office Manager
Bloomfield Hills, Michigan (top 10 office in firm)
Atlanta Buckhead, Georgia (top 10 office in firm)
Top Financial Advisor in U.S. in training class (3 of 6 years)
Bachelor of Arts, Economics/Business Administration