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David Coyle

David Coyle is Senior Vice President and Head of Business Development at AdvisorEngine. He is responsible for all aspects of business development including client relationships and partnership opportunities. David has a unique blend of technology and business knowledge gained from more than 20 years of experience in the financial and wealth management industry. Prior to joining AdvisorEngine, David worked as part of the wealth management team for Interactive Data Corporation—helping financial services and wealth management firms to provide market data, mobile tools and web tools to customers and financial professionals. David also served in business development and sales roles with BlackBerry, Outercurve Technologies and Northstar System, though he began his career as a private client advisor with Merrill Lynch. David holds a Bachelor of Science in Marketing from Messiah College.

Blog Feature

AdvisorEngine  |  Financial Advisor Mistakes  |  Financial Advisors  |  Technology  |  Wealth Management

4 mistakes I made as a financial advisor

A long time ago (in a galaxy far, far away) I was a financial advisor. 

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Blog Feature

AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management

The best industry conferences for financial advisors to attend in 2020

Every year, financial advisors have the opportunity to attend a multitude of industry conferences held across the country, and our choices seem to be growing every year.

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