David Zimmerman

David Zimmerman, a seasoned leader with over four decades in the wealth management industry, has journeyed from wealth advisor to CEO of a broker-dealer and then head of wealth management. With a rich tapestry of roles, including financial advisor and head of advanced training and development for a top Wall Street firm, he now channels his extensive experience and academic prowess into consulting and coaching through AMAXXA LLC, inspiring and challenging industry leaders to address the challenge of change to achieve new heights.