AeroLeads people directory · profile

David Itzkovits Email & Phone Number

Helping financial service professionals leverage AI | Speaker on AI | Global Distribution Leader | Consultant at Optimal AdvisorAI

Location: Greater Boston, United States 9 work roles 3 schools

LinkedIn matched

✓ Verified Jul 2026 3 data sources Profile completeness 86%

Current company

Optimal AdvisorAI

Role

Helping financial service professionals leverage AI | Speaker on AI | Global Distribution Leader | Consultant

Location

Greater Boston, United States

Who is David Itzkovits? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David Itzkovits is listed as Helping financial service professionals leverage AI | Speaker on AI | Global Distribution Leader | Consultant at Optimal AdvisorAI, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for David Itzkovits.

David Itzkovits previously worked as Co-Founder at Optimal Advisorai and Strategic Advisor at Annise. David Itzkovits holds Master Of Business Administration - Mba, Finance, General, Dean'S Honor List from Ivey Business School At Western University.

Company email context

Email format at Optimal AdvisorAI

This section adds company-level context without repeating David Itzkovits's masked contact details.

Optimal AdvisorAI

Review company-level records connected to David Itzkovits before choosing the right outreach path.

View email format View company profile Management contacts

Profile bio

About David Itzkovits

It’s 2017, I’m standing center stage in front of a crowd of 500 financial advisors and their clients. The topic, Artificial Intelligence, and its impact on financial services. Over the next few years, I’ll present on AI in over six continents. No matter the location or date, first reactions to AI tend to be similar: largely hesitant and skeptical. However, the more people listen and learn, the more their attitudes shift to openness and curiosity. Leading a global team that positioned AI-powered investment solutions, I still find myself amazed at how far AI has come. Despite AI’s potential value, most front-line financial service professionals have yet to fully embrace it. What if you could learn to effectively harness AI to save time, deepen client relationships, and drive growth?This is my focus. As the Co-Founder of Optimal AdvisorAI, our mission is to transform how financial service professionals utilize AI technology. We collaborate with this group and their management teams to provide insightful, real-world examples on how to use AI in their daily practice. Why does this matter? Because in today's digital age, getting and staying ahead means being empowered with the right tools and knowledge. At Optimal AdvisorAI, everything we do is aimed to simplify the process of adopting AI for financial professionals and their firms.

Current workplace

David Itzkovits's current company

Company context helps verify the profile and gives searchers a useful next step.

Optimal Advisorai

Helping financial service professionals leverage AI | Speaker on AI | Global Distribution Leader | Consultant

AeroLeads page

Company profile

View company profile Email format

9 roles · 23 years

David Itzkovits work experience

A career timeline built from the work history available for this profile.

Co-Founder

Current

Optimal Advisorai

United States

Optimal AdvisorAI focuses on saving financial professionals time by integrating AI into daily practices. With over 1000+ hours and 5,000+ prompts using AI models to date, we have worked directly with financial professional offices throughout the country on how to leverage AI tools to increase efficiency, enrich client connections and drive growth. We empower financial professionals with AI workshops, courses, and consulting, enabling practical application in their work. Plus, our monthly AI tool updates help our clients maintain a competitive edge in a rapidly evolving industry. Our goal is simple, to bridge the AI knowledge gap and help them leverage AI to better optimize their time and practice. Please visit our website to learn more. www.optimaladvisorAI.com

Jan 2024 - Present

Strategic Advisor

Current

Annise

Boston, Massachusetts, United States

Virtual assistant for HNW family financial reporting & wellbeing➤ Working with founder & development team on strategy, positioning and rollout - Launching 2024

Jan 2021 - Present

Chief Executive Officer

Sanlam Global Investment Solutions (Sgis)

SGIS was a division within Sanlam, Africa's largest Life and Investment company. Sanlam is publicly traded with >120,000 employees in 42 countries. ➤ Accountable for entrepreneurial international sales & distribution division➤ Oversaw all aspects of business operations for Sales, Operations, Finance, Marketing & Compliance areas ➤ Trail-blazed from US Offshore, LATAM & Australia into new markets = Europe, Middle East, Asia➤ Transformed loss-making division in 16 months. Exceeded Profit & Loss budget every year, 5 years straight as CEO by 18% on average.

Sep 2017 - Jun 2023

Head Of Investments

Sanlam Global Investment Solutions

➤ Managed all SGIS’ investment solutions globally (Active, Passive, Model portfolios) including all Asset Manager relationships➤ Responsible for Go-To-Market Strategy = New markets, channels, products, regulatory needs, competitive analysis➤ Tailored investment marketing & communications by region and presented at client events➤ Led implementation and deployment of first Artificial Intelligence investment solutions within Sanlam

May 2012 - Aug 2017

President

Global Financial Marketing Group

Boston, Massachusetts, United States

Consulting practice to financial services firms ➤ Advise on distribution and product strategy - sales, capital-raising, marketing & competitive positioning➤ International expansion for U.S. based firms➤ North America Distribution

Aug 2015 - May 2023

Senior Vice President Of Sales, East Coast Us & Canada

P2International Ltd.

Stamford, Ct

➤ Founding member of start-up that grew from concept to $200M in AUM & was ultimately acquired by Sanlam

Mar 2009 - May 2012

Regional Director Of Sales, Europe And Canada

Old Mutual Limited

Purchase, Ny

Feb 2008 - Feb 2009

Vice President Of Sales, Relationship Manager

Hsbc Private Bank International

➤ Built & co-managed largest book in division (>$635M)➤ Increased AUM 87%, Revenue 144%, ROA 31%

Aug 2005 - Dec 2007

Financial Analyst

Cibc

Toronto, Canada

2004 - 2005 ~1 yr

3 education records

David Itzkovits education

Master Of Business Administration - Mba, Finance, General, Dean'S Honor List

Ivey Business School At Western University

Graduate Diploma In Management, Business Administration And Management, General, Abitibi Consolidated Prize – Graduated #1 Highest Gpa In Program

Mcgill University

Bachelor Of Science - Bs

Mcgill University

FAQ

Frequently asked questions about David Itzkovits

Quick answers generated from the profile data available on this page.

What company does David Itzkovits work for?

David Itzkovits works for Optimal AdvisorAI.

What is David Itzkovits's role at Optimal AdvisorAI?

David Itzkovits is listed as Helping financial service professionals leverage AI | Speaker on AI | Global Distribution Leader | Consultant at Optimal AdvisorAI.

Where is David Itzkovits based?

David Itzkovits is based in Greater Boston, United States while working with Optimal AdvisorAI.

What companies has David Itzkovits worked for?

David Itzkovits has worked for Optimal Advisorai, Annise, Sanlam Global Investment Solutions (Sgis), Sanlam Global Investment Solutions, and Global Financial Marketing Group.

How can I contact David Itzkovits?

You can use AeroLeads to view verified contact signals for David Itzkovits at Optimal AdvisorAI, including work email, phone, and LinkedIn data when available.

What schools did David Itzkovits attend?

David Itzkovits holds Master Of Business Administration - Mba, Finance, General, Dean'S Honor List from Ivey Business School At Western University.

Security Check