David Metzger

David Metzger is a highly experienced Relationship & Product Manager with extensive financial services expertise in consultative sales, marketing, and product development.

He excels in directing the entire sales process lifecycle, strategic account planning, and client development, fostering long-lasting customer relationships that enhance sales and satisfaction.

David has a diverse background managing global accounts comprising various financial institutions like global banks, broker dealers, funds, investment advisory firms, insurance companies, and more.

His specialties include CECL & IFRS9, Credit Risk, Regulatory Compliance Solutions, Market Data, CCAR, Information Technology, and Business Process Improvement.

David Metzger held prominent positions at Moody's Analytics, where he contributed to risk, accounting, and finance solutions business development.

His tenure at Moody's Analytics included roles such as Director of Risk, Accounting, & Finance Solutions Business Development and Associate Director Relationship Manager for Global Accounts.

Prior to Moody's, he served as a Regional Account Manager at Bloomberg, highlighting his versatile experience in the financial services industry.

Before Bloomberg, David was associated with esteemed organizations like Ballymore Advisors LLC, Credit Suisse, BISYS Fund Services, AXA Advisors, and UBS Wealth Management, where he honed his skills in relationship management, product development, and financial advisory.

David Metzger pursued his education at Fair Lawn High School and Muhlenberg College, laying a solid foundation for his successful career in financial services.

With a track record of achieving client sales objectives while optimizing costs, David Metzger is distinguished for his commitment to excellence and tailored solutions that meet the evolving needs of organizations globally.