Professional
Dave began his career with Northwestern Mutual Financial Network as a College Intern in 1978. Today, more than 30 years later, he is the Managing Director and is responsible for the growth and development of our new financial representatives. Dave leads by example, as he continues to grow and develop his own clientele while sharing the lessons that he has learned as a practicing financial advisor with all our representatives.
In his dual role as both mentor and advisor, he is in the unique position of helping thousands of professionals and business owners in the New York Metropolitan area, both directly and indirectly, meet their financial security needs.
Designations
- Chartered Life Underwriter, providing in-depth knowledge of the insurance needs for individuals, business owners and professional clients.
- Chartered Financial Consultant, with expertise in advance financial planning topics relating to the needs of individuals, professionals and small business owners.
- Certified Long-Term Care, which recognizes graduates who have completed a rigorous multi-disciplinary course that focuses on the profession of long-term care.
Associations
- National Association of Insurance & Financial Advisors
- Life Member of the Million Dollar Round Table, which is the premier association of financial professionals.
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