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David Loftus Email & Phone Number

Client Service Associate at Cetera Investors
Location: San Diego, California, United States 3 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Cetera Investors
Role
Client Service Associate
Location
San Diego, California, United States
Company size
1744 employees

Who is David Loftus? Overview

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Quick answer

David Loftus is listed as Client Service Associate at Cetera Investors, a with 1744 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for David Loftus.

David Loftus previously worked as Sales Executive Intern at Wateridge Insurance Services, An Assured Partners Agency. David Loftus holds Bachelor Of Science - Bs, Finance, General from Fowler College Of Business At San Diego State University.

Company email context

Email format at Cetera Investors

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Cetera Investors

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Profile bio

About David Loftus

I am a recent graduate with a bachelors degree in finance from San Diego State University, excited to explore the dynamic world of the financial planning industry. Through my academics I developed a great interest in all areas of the industry from researching investments to building retirement plans. In my role as a Client Service Associate at Cetera Investors I am continuing to expand my knowledge and skillset as I work with and learn from experienced advisors. I am excited to continue on this career path and eager to see where it will take me.

Current workplace

David Loftus's current company

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Cetera Investors
Cetera Investors
Client Service Associate
San Diego, CA, US
Website
cetera.com
Employees
1744
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Company profile
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3 roles

David Loftus work experience

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

Client Service Associate

Current
Cetera Investors

Glen Allen, Virginia, Us

Apr 2023 - Present

Sales Executive Intern

Wateridge Insurance Services, An Assured Partners Agency

• Participated in a project with other interns identifying an issue regarding the company’s sales CRM system and pitching an efficient and sustainable solution.• Cold Called decision makers to set initial meetings for my mentor.• Scrubbed programs such as LinkedIn Sales Navigator, ZoomInfo, and Miedge creating leads of over 500 companies for myself and the sales team to prospect for new clients.

May 2022 - Aug 2022
Team & coworkers

Colleagues at Cetera Investors

Other employees you can reach at cetera.com. View company contacts for 1744 employees →

AM Adam Mckay Adam Mckay Colleague at Cetera InvestorsTampa, Florida, United States View → MZ Megan Zeliadt Megan Zeliadt Colleague at Cetera InvestorsWaukee, Iowa, United States View → SV Sree Vyshnavi Sree Vyshnavi Colleague at Cetera InvestorsGreater Montgomery Area, United States View → AC Alex Chan Alex Chan Colleague at Cetera InvestorsSt Paul, Minnesota, United States View → DJ Dave Joyce Dave Joyce Colleague at Cetera InvestorsLos Angeles Metropolitan Area, United States View → CP Chanh Park-Wyld Chanh Park-Wyld Colleague at Cetera InvestorsDes Moines, Iowa, United States View → JB Jamie Baker Jamie Baker Colleague at Cetera InvestorsDenver, Colorado, United States View → TS Thomas Sherzan Thomas Sherzan Colleague at Cetera InvestorsDes Moines, Iowa, United States View → TT Tom Taylor Tom Taylor Colleague at Cetera InvestorsLos Angeles Metropolitan Area, United States View → QS Quin Solamo Quin Solamo Colleague at Cetera InvestorsLos Angeles Metropolitan Area, United States View →
1 education record

David Loftus education

  • Fowler College Of Business At San Diego State University
    Fowler College Of Business At San Diego State University
    General
FAQ

Frequently asked questions about David Loftus

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

What company does David Loftus work for?

David Loftus works for Cetera Investors.

What is David Loftus's role at Cetera Investors?

David Loftus is listed as Client Service Associate at Cetera Investors.

Where is David Loftus based?

David Loftus is based in San Diego, California, United States while working with Cetera Investors.

What companies has David Loftus worked for?

David Loftus has worked for Cetera Investors and Wateridge Insurance Services, An Assured Partners Agency.

Who are David Loftus's colleagues at Cetera Investors?

David Loftus's colleagues at Cetera Investors include Adam Mckay, Megan Zeliadt, Sree Vyshnavi, Alex Chan, and Dave Joyce.

How can I contact David Loftus?

You can use AeroLeads to view verified contact signals for David Loftus at Cetera Investors, including work email, phone, and LinkedIn data when available.

What schools did David Loftus attend?

David Loftus holds Bachelor Of Science - Bs, Finance, General from Fowler College Of Business At San Diego State University.

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