David Golder
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David Golder Email & Phone Number

Managing Partner at Roth Advisors
Location: Portland, Oregon Metropolitan Area, United States 8 work roles 1 school
1 work email found @mnlife.com 2 phones found area 800 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@mnlife.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Roth Advisors
Role
Managing Partner
Location
Portland, Oregon Metropolitan Area, United States
Company size
1973 employees

Who is David Golder? Overview

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Quick answer

David Golder is listed as Managing Partner at Roth Advisors, a company with 1973 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at mnlife.com, phone signal with area code 800, and a matched LinkedIn profile for David Golder.

David Golder previously worked as Regional Vice President at Equitable and Associate Vice President at Midland National Life Insurance Company. David Golder holds Bachelor Of Science, Finance from University Of Oregon.

Company email context

Email format at Roth Advisors

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{first_initial}{last}@mnlife.com
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Profile bio

About David Golder

Are you a financial advisor looking for ideas to reduce your client's taxes and increase your AUM?I coach advisors on how to design asset location plans that help clients accumulate assets, reduce taxes and protect against unexpected life events. As a result of this work, clients have more money available to enjoy their lifestyle and have fun!My team and I specialize in designing plans that...• Increase after-tax portfolio returns• Provide tax-free income using Roth and Roth alternative accounts• Acquire, manage and transfer assets in a tax efficient mannerWhen I’m not designing asset location plans, you’ll find me having fun on the Columbia River with my family and friends, looking for the perfect IPA or cheering on my beloved Oregon Ducks!Send me an InMail or give me a call to schedule a complementary 15-minute consultation to discuss how we can help you and your clients.

Listed skills include Fixed Annuities, Insurance, Sales, Business Planning, and 10 others.

Current workplace

David Golder's current company

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Roth Advisors
Roth Advisors
Managing Partner
Portland, OR, US
Employees
1973
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Company profile
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8 roles

David Golder work experience

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

Regional Vice President

Current
Equitable

Portland, Oregon Metropolitan Area

Leader of the Pacific Northwest Region where I work exclusively with financial advisors and RIAs in the independent and Equitable distribution channels. I specialize in the design and implementation of asset location plans for advisors and RIAs located in WA, OR, ID and AK.

Mar 2021 - Present

Associate Vice President

Midland National Life Insurance Company
  • Distribution leader for the Western Division where I coached and developed an outstanding team of regional wholesalers. We specialized in helping insurance producers and financial advisors create new revenue using.
  • Generated over $51 million in sales and achieved 112% of recruiting goal in 2019
  • Created and implemented marketing, recruiting and group meeting strategies leading to a 7% CAGR in sales from 2009 to 2018
  • Trained and coached regional team on how to market in a virtual environment resulting in an 11% month over month increase in submitted business during 2020.
  • Promoted from Sales Vice President to Associate Vice President – Distribution during my tenure.
Nov 2019 - Sep 2020

Regional Sales Director

Nationwide Financial
  • Led the Western Division in 13 States and provided OSJ oversight for over 100 financial advisors in the Nationwide Financial Network.
  • Achieved over $11 million in sales by promoting financial, estate and business planning strategies funded with life insurance.
  • Collaborated with sales leadership to integrate the independent and career agent channels into one distribution channel.
  • Nationwide reorganized their life insurance distribution to focus on IMO and property casualty channels. I joined Midland National to pursue new leadership opportunities.
Apr 2008 - Apr 2009

Associate Regional Director

Penn Mutual
  • Recruited and developed producers in the independent and Penn Mutual career distribution channels in collaboration with Regional Director and Managing Partner.
  • Sales unit achieved over $4.0 million in life insurance sales in 2007.
  • Recruited new producers who generated over $900,000 in new life insurance premium.
  • Conducted branch office oversight of IFN registered representatives in Oregon and Washington.
Feb 2004 - Mar 2008

Vice President - Trust, Insurance And Planning Services

Rbc Wealth Management
  • Insurance planning specialist who provided point of sale expertise to financial advisors and high net worth clients on using insurance strategies to enhance financial, estate and business plans.
  • Increased insurance sales to over $3 million annually.
  • Successfully launched trust services initiative in partnership with Comerica Bank.
  • Led and managed IMO relationships for life insurance and long term care products in the Western and Central, United States.
Jun 2000 - Jan 2004
1 education record

David Golder education

FAQ

Frequently asked questions about David Golder

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

What company does David Golder work for?

David Golder works for Roth Advisors.

What is David Golder's role at Roth Advisors?

David Golder is listed as Managing Partner at Roth Advisors.

What is David Golder's email address?

AeroLeads has found 1 work email signal at @mnlife.com for David Golder at Roth Advisors.

What is David Golder's phone number?

AeroLeads has found 2 phone signal(s) with area code 800 for David Golder at Roth Advisors.

Where is David Golder based?

David Golder is based in Portland, Oregon Metropolitan Area, United States while working with Roth Advisors.

What companies has David Golder worked for?

David Golder has worked for Roth Advisors, Equitable, Midland National Life Insurance Company, Midland National Life Insurance Company®, and Nationwide Financial.

How can I contact David Golder?

You can use AeroLeads to view verified contact signals for David Golder at Roth Advisors, including work email, phone, and LinkedIn data when available.

What schools did David Golder attend?

David Golder holds Bachelor Of Science, Finance from University Of Oregon.

What skills is David Golder known for?

David Golder is listed with skills including Fixed Annuities, Insurance, Sales, Business Planning, Life Insurance, Retirement Planning, Long Term Care, and Wealth Management.

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