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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, 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.
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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.
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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.
Boston, Massachusetts, United States
Virtual assistant for HNW family financial reporting & wellbeing➤ Working with founder & development team on strategy, positioning and rollout - Launching 2024
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.
➤ 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.
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
Stamford, CT
➤ Founding member of start-up that grew from concept to $200M in AUM & was ultimately acquired by Sanlam
➤ Built & co-managed largest book in division (>$635M)➤ Increased AUM 87%, Revenue 144%, ROA 31%
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David Itzkovits works for Optimal AdvisorAI.
David Itzkovits is listed as Helping financial service professionals leverage AI | Speaker on AI | Global Distribution Leader | Consultant at Optimal AdvisorAI.
David Itzkovits is based in Greater Boston, United States, United States while working with Optimal AdvisorAI.
David Itzkovits has worked for Optimal Advisorai, Annise, Sanlam Global Investment Solutions (Sgis), Sanlam Global Investment Solutions, and Global Financial Marketing Group.
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David Itzkovits holds Master Of Business Administration - Mba, Finance, General, Dean'S Honor List from Ivey Business School At Western University.
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