David Itzkovits Email and Phone Number
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.
Optimal Advisorai
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Co-FounderOptimal Advisorai Jan 2024 - PresentUnited StatesOptimal 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 -
Strategic AdvisorAnnise Jan 2021 - PresentBoston, Massachusetts, United StatesVirtual assistant for HNW family financial reporting & wellbeing➤ Working with founder & development team on strategy, positioning and rollout - Launching 2024 -
Chief Executive OfficerSanlam Global Investment Solutions (Sgis) Sep 2017 - Jun 2023SGIS 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. -
Head Of InvestmentsSanlam Global Investment Solutions May 2012 - Aug 2017➤ 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 -
PresidentGlobal Financial Marketing Group Aug 2015 - May 2023Boston, Massachusetts, United StatesConsulting 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
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Senior Vice President Of Sales, East Coast Us & CanadaP2International Ltd. Mar 2009 - May 2012Stamford, Ct➤ Founding member of start-up that grew from concept to $200M in AUM & was ultimately acquired by Sanlam
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Regional Director Of Sales, Europe And CanadaOld Mutual Limited Feb 2008 - Feb 2009Purchase, Ny -
Vice President Of Sales, Relationship ManagerHsbc Private Bank International Aug 2005 - Dec 2007➤ Built & co-managed largest book in division (>$635M)➤ Increased AUM 87%, Revenue 144%, ROA 31%
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Financial AnalystCibc 2004 - 2005Toronto, Canada
David Itzkovits Education Details
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Dean'S Honor List -
Abitibi Consolidated Prize – Graduated #1 Highest Gpa In Program -
Bachelor Of Science - Bs
Frequently Asked Questions about David Itzkovits
What company does David Itzkovits work for?
David Itzkovits works for Optimal Advisorai
What is David Itzkovits's role at the current company?
David Itzkovits's current role is Helping financial service professionals leverage AI | Speaker on AI | Global Distribution Leader | Consultant.
What schools did David Itzkovits attend?
David Itzkovits attended Ivey Business School At Western University, Mcgill University, Mcgill University.
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David Itzkovits
London, On1ivey.ca
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