David Sweitzer work email
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David Sweitzer personal email
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David Sweitzer is a Retired at TruStage. He possess expertise in insurance, property and casualty insurance, underwriting, sales management, leadership and 13 more skills.
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RetiredTrustageMadison, Wi, Us
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President, Sales & MarketingTrustage Dec 2023 - PresentMadison, Wisconsin, UsWe believe a brighter financial future should be accessible to everyone, so we work with credit unions, advisors and other like-minded partners to provide financial protection to millions of middle-market consumers through all stages of life. We offer affordable, easy-to-use insurance, lending credit, investment and retirement planning solutions, relying heavily on technology, advanced analytics and data-driven consumer insights to connect with an increasingly diverse consumer base.In addition to Sales and Marketing, my oversight duties include Wealth Management Distribution, Mergers & Acquisitions, and TruStage Ventures.
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Evp, Chief Experience OfficerTrustage Feb 2021 - Dec 2023Madison, Wisconsin, Us
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Senior Vice President, Consumer And Advisor ExperienceCuna Mutual Group Jan 2020 - Feb 2021Madison, Wi, UsWorking with a network of credit unions and like-minded business partners, we offer Trustage protection products to help middle-market consumers buiild financial security. Through affiliated and independent financial advisors across the country, we provide industry-leading investment and retirement products. The common denominator: We exist to enable more people in more ways to make financial decisions that are right for them. -
Senior Vice President, Business ExperienceCuna Mutual Group Jan 2019 - Jan 2020Madison, Wi, Us
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Senior Vice President, Wealth Management And B2B SalesCuna Mutual Group Jan 2018 - Jan 2019Madison, Wi, Us
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Senior Vice President Wealth ManagementCuna Mutual Group Nov 2016 - Jan 2018Madison, Wi, UsCUNA Mutual Group's Wealth Management business is dedicated to breaking down barriers to financial security for all. Since 1985, CUNA Brokerage Services, Inc. (CBSI) has partnered with credit unions to provide investment, insurance, and retirement planning services to credit union members.
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Senior Vice President SalesCuna Mutual Group Sep 2014 - Oct 2016Madison, Wi, UsAchieving sales results for CUNA Mutual who is the marketshare leader in the credit union market, named as one of Ethisphere's Worlds Most Ethical Companies, and voted one of the best places to work in our community. Creating an environment where people feel challenged, supported, successful and work has purpose.
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Vice PresidentCuna Mutual Group 2004 - Sep 2014Madison, Wi, Us
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Sales, Marketing And Reinvention RolesCuna Mutual Group Sep 1991 - Jan 2004Madison, Wi, Us
David Sweitzer Skills
David Sweitzer Education Details
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Wisconsin School Of BusinessBusiness
Frequently Asked Questions about David Sweitzer
What company does David Sweitzer work for?
David Sweitzer works for Trustage
What is David Sweitzer's role at the current company?
David Sweitzer's current role is Retired.
What is David Sweitzer's email address?
David Sweitzer's email address is da****@****ual.com
What is David Sweitzer's direct phone number?
David Sweitzer's direct phone number is +160866*****
What schools did David Sweitzer attend?
David Sweitzer attended Wisconsin School Of Business.
What skills is David Sweitzer known for?
David Sweitzer has skills like Insurance, Property And Casualty Insurance, Underwriting, Sales Management, Leadership, Strategic Planning, Process Improvement, Health Insurance, Team Building, Life Insurance, Salesforce.com, Sales.
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