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David Robertson Email & Phone Number
Internal Wholesaler
at
Principal Financial Group
1 work email found
@johnadamsacademy.org
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Internal Wholesaler
Location
Greater Sacramento, United States, United States
Company size
Who is David Robertson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Robertson is listed as Internal Wholesaler at Principal Financial Group, a company with 131 employees, based in Greater Sacramento, United States, United States. AeroLeads shows a work email signal at johnadamsacademy.org and a matched LinkedIn profile for David Robertson.
David Robertson previously worked as Wholesaler at Truchoice Financial. David Robertson holds Bachelor Of Science, Business Administration from California Polytechnic State University-San Luis Obispo.
Company email context
Email format at Principal Financial Group
This section adds company-level context without repeating David Robertson's masked contact details.
{first}.{last}@johnadamsacademy.org
86% confidence
AeroLeads found 1 current-domain work email signal for David Robertson. Compare company email patterns before reaching out.
Profile bio
About David Robertson
Over five years of experience wholesaling mutual funds, fixed indexed annuities, and RILAs54% YoY Premium growth through Q3 2024Consistent six figure earnerTop performer and award winner at multiple companiesOver ten years of phone sales experienceTen years of experience in Salesforce and Microsoft OfficeFour years of experience as a financial advisor**Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.**
Listed skills include Sales, Real Estate, Investments, Management, and 38 others.
Current workplace
David Robertson's current company
Company context helps verify the profile and gives searchers a useful next step.
Principal Financial Group
2 roles
David Robertson work experience
A career timeline built from the work history available for this profile.
Wholesaler
Current50% Premium growth through Q2 2024:Representing seven RILA companies, worked with independent financial advisors through over 400 broker dealers to drive premium growth. Attended broker dealer conferences and met with advisors in territory.RILA Companies shown below:AllianzTruStageBrighthouseGlobal AtlanticMass Mutual AscendLincolnAthene
Aug 2022 - Present
Team & coworkers
Colleagues at Principal Financial Group
Other employees you can reach at truchoicefinancial.com. View company contacts for 131 employees →
EL
Elizabeth Ledford
Colleague at Principal Financial Group
Woodstock, Georgia, United States, United States
View →
AF
Allison Fontaine
Colleague at Principal Financial Group
Minneapolis, Minnesota, United States, United States
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JB
Jennifer Butts
Colleague at Principal Financial Group
Buford, Georgia, United States, United States
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KR
Kevin Ross
Colleague at Principal Financial Group
Apollo Beach, Florida, United States, United States
View →
JE
John Encinas, Clu®
Colleague at Principal Financial Group
Sacramento, California, United States, United States
View →
SC
Stephanie Crume
Colleague at Principal Financial Group
United States, United States
View →
AH
Ashley Hulsey
Colleague at Principal Financial Group
Ellaville, Georgia, United States, United States
View →
DS
Dylan Smeltzer
Colleague at Principal Financial Group
Ann Arbor, Michigan, United States, United States
View →
MB
Michael Bergman
Colleague at Principal Financial Group
United States, United States
View →
JG
James Gisondi
Colleague at Principal Financial Group
Greater Sacramento, United States
View →
Elizabeth Ledford
Colleague at Principal Financial Group
Woodstock, Georgia, United States, United States
View →
AF
Allison Fontaine
Colleague at Principal Financial Group
Minneapolis, Minnesota, United States, United States
View →
JB
Jennifer Butts
Colleague at Principal Financial Group
Buford, Georgia, United States, United States
View →
KR
Kevin Ross
Colleague at Principal Financial Group
Apollo Beach, Florida, United States, United States
View →
JE
John Encinas, Clu®
Colleague at Principal Financial Group
Sacramento, California, United States, United States
View →
SC
Stephanie Crume
Colleague at Principal Financial Group
United States, United States
View →
AH
Ashley Hulsey
Colleague at Principal Financial Group
Ellaville, Georgia, United States, United States
View →
DS
Dylan Smeltzer
Colleague at Principal Financial Group
Ann Arbor, Michigan, United States, United States
View →
MB
Michael Bergman
Colleague at Principal Financial Group
United States, United States
View →
JG
James Gisondi
Colleague at Principal Financial Group
Greater Sacramento, United States
View →
1 education record
David Robertson education
FAQ
Frequently asked questions about David Robertson
Quick answers generated from the profile data available on this page.
What company does David Robertson work for?
David Robertson works for Principal Financial Group.
What is David Robertson's role at Principal Financial Group?
David Robertson is listed as Internal Wholesaler at Principal Financial Group.
What is David Robertson's email address?
AeroLeads has found 1 work email signal at @johnadamsacademy.org for David Robertson at Principal Financial Group.
Where is David Robertson based?
David Robertson is based in Greater Sacramento, United States, United States while working with Principal Financial Group.
What companies has David Robertson worked for?
David Robertson has worked for Principal Financial Group and Truchoice Financial.
Who are David Robertson's colleagues at Principal Financial Group?
David Robertson's colleagues at Principal Financial Group include Elizabeth Ledford, Allison Fontaine, Jennifer Butts, Kevin Ross, and John Encinas, Clu®.
How can I contact David Robertson?
You can use AeroLeads to view verified contact signals for David Robertson at Principal Financial Group, including work email, phone, and LinkedIn data when available.
What schools did David Robertson attend?
David Robertson holds Bachelor Of Science, Business Administration from California Polytechnic State University-San Luis Obispo.
What skills is David Robertson known for?
David Robertson is listed with skills including Sales, Real Estate, Investments, Management, Customer Service, Mortgage Lending, Loans, and Performance Management.
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