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@ioausa.com
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1 phone found area 407
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David G. is listed as Managing Partner, Personal Financial Services Group at Insurance Office of America, a company with 1123 employees, based in Lake Mary, Florida, United States. AeroLeads shows a work email signal at ioausa.com, phone signal with area code 407, and a matched LinkedIn profile for David G..
David G. previously worked as Regional Life Specialist at Aig and Insurance and Estate Planning Specialist at Time Financial Services. David G. holds Master Of Business Administration (Mba), Business/Managerial Economics, A from University Of Central Florida.
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AeroLeads found 1 current-domain work email signal for David G.. Compare company email patterns before reaching out.
Client-focused sales leader approaching 20 years of success translating investment, insurance, and financial planning concepts into $1.3 billion in total protection strategies. Known expert in estate planning, business continuity, charitable giving, and traditional insurance solutions. I enjoy the impact I am able to make in the lives of clients with the implementation of comprehensive planning solutions. Additional focus and expertise building out tailored muli-carrier distribution platforms to help each firm and their clients' protection solutions. Persuasive negotiator with keen ability to build pipelines for growth and establish strategic corporate alliances. Natural talent for tapping into potential of traditional and up-and-coming financial security solutions with perceptive relationship management to increase organizational capacity to meet growing security needs. No two businesses are alike, which is why I always strive to deliver highly-personalized support to every client, every time. My partners meet those challenges head on with my expertise by offering industry best practices, including client retention, prospecting, and practice management.
Listed skills include Estate Planning, Whole Life Insurance, Wealth Preservation Planning, Indexed Annuities, and 18 others.
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Longwood, Florida, United States
Providing expertise to clients through innovative planning solutions in the areas of business, estate, and charitable planning solutions. The total protection solutions we provide help our customers better evaluate risk their management needs for Business Insurance, Personal Insurance, Employee Benefits, and Payroll Solutions.The foundation of Insurance.
Lake Mary, Florida, United States
Central And North Florida
Longwood, Florida, United States
Assisted clients with a variety of different qualified and non-qualified business planning solutions. Many of the planning solutions included: buy/sell, keyman, SERP, retirement, and succession planning.
Altamonte Springs, Florida, United States
Secured first job within Life Insurance Industry. Built pipeline and established rapport with clients, helping each improve financial planning and outcomes with in-depth reviews and analyses of wide array of planning solutions. Gained expertise in investment and insurance protection solutions, including life, health, disability, long-term care, and.
Lake Mary, FL
Joined team of finance professionals to independently analyze portfolio of 100+ client accounts to identify variances relating to tax codes, currency, units, and overall portfolio holding balances in excess of $1 billion. Ensured compliance with Financial Accounting Standards Board (FASB) criteria and Generally Acceptable Accounting Principles (GAAP)..
Other employees you can reach at ioausa.com. View company contacts for 1123 employees →
Dana Mccombs
Colleague at Insurance Office Of America
Palm Harbor, Florida, United States, United States
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DC
Donavon Curtis
Colleague at Insurance Office Of America
Greater Orlando, United States
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Lina Foteh
Colleague at Insurance Office Of America
Cypress, Texas, United States, United States
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NJ
Nancy Jackson
Colleague at Insurance Office Of America
Cumming, Georgia, United States, United States
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PE
Paul Elliott
Colleague at Insurance Office Of America
Fairhope, Alabama, United States, United States
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CS
Cory Sides, Ains
Colleague at Insurance Office Of America
Lakeland, Florida, United States, United States
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TM
Teresa Moss
Colleague at Insurance Office Of America
Longwood, Florida, United States, United States
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MC
Michael Cardegnio
Colleague at Insurance Office Of America
Longwood, Florida, United States, United States
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CR
Carol Roberts
Colleague at Insurance Office Of America
Orlando, Florida, United States, United States
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DL
David Lebrun Jr
Colleague at Insurance Office Of America
Rockledge, Florida, United States, United States
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Activities and Societies: Inaugural member of Tau-Sigma Honors Society
Activities and Societies: Played college football while attending the university
Activities and Societies: Played college football while attending the university
Quick answers generated from the profile data available on this page.
David G. works for Insurance Office of America.
David G. is listed as Managing Partner, Personal Financial Services Group at Insurance Office of America.
AeroLeads has found 1 work email signal at @ioausa.com for David G. at Insurance Office of America.
AeroLeads has found 1 phone signal(s) with area code 407 for David G. at Insurance Office of America.
David G. is based in Lake Mary, Florida, United States while working with Insurance Office of America.
David G. has worked for Insurance Office Of America, Aig, Time Financial Services, National Pension Associates, and Guardian Life.
David G.'s colleagues at Insurance Office of America include Dana Mccombs, Donavon Curtis, Lina Foteh, Nancy Jackson, and Paul Elliott.
You can use AeroLeads to view verified contact signals for David G. at Insurance Office of America, including work email, phone, and LinkedIn data when available.
David G. holds Master Of Business Administration (Mba), Business/Managerial Economics, A from University Of Central Florida.
David G. is listed with skills including Estate Planning, Whole Life Insurance, Wealth Preservation Planning, Indexed Annuities, Insurance, Wealth Transfer, Retirement Planning, and Sales.
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