Lead Relationship Manager
Current
Apr 2020 - Present
AeroLeads people directory · profile
David Lauritzen Email & Phone Number
Lead Relationship Manager
at
Confidence Wealth & Insurance Solutions LLC
1 work email found
@myconfidence.com
1 phone found area 801
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Lead Relationship Manager
Location
Los Angeles, California, United States
Company size
Who is David Lauritzen? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Lauritzen is listed as Lead Relationship Manager at Confidence Wealth & Insurance Solutions LLC, a company with 17 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at myconfidence.com, phone signal with area code 801, and a matched LinkedIn profile for David Lauritzen.
David Lauritzen previously worked as Agent at New York Life Insurance Company and Financial Services Professional at Nylife Securities Llc. David Lauritzen holds Bs, Business Recreation from University Of Utah.
Company email context
Email format at Confidence Wealth & Insurance Solutions LLC
This section adds company-level context without repeating David Lauritzen's masked contact details.
{first}{last}@myconfidence.com
89% confidence
AeroLeads found 1 current-domain work email signal for David Lauritzen. Compare company email patterns before reaching out.
Profile bio
About David Lauritzen
David Lauritzen is a Lead Relationship Manager at Confidence Wealth & Insurance Solutions LLC. He possess expertise in leadership, event planning, microsoft office, management, microsoft word and 10 more skills.
Listed skills include Leadership, Event Planning, Microsoft Office, Management, and 11 others.
Current workplace
David Lauritzen's current company
Company context helps verify the profile and gives searchers a useful next step.
Confidence Wealth & Insurance Solutions Llc
11 roles · 21 years
David Lauritzen work experience
A career timeline built from the work history available for this profile.
Agent
Agent licensed to sell insurance through New York Life Insurance Company.
Sep 2019 - Apr 2020
Financial Services Professional
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Sep 2019 - Apr 2020
Senior Relationship Manager
The Purpose of Your RoleThe Relationship Manager works with customers who are assigned to a designated VP, Financial Consultant. These clients have at least $1 million in assets with Fidelity. The role of the Relationship Manager is to provide customer service and operational support to the VP, Financial Consultant.
Sep 2014 - Feb 2019
Financial Representative
Dec 2011 - Sep 2014
Full Trader
Dec 2010 - Dec 2011
Financial Services Representative
E*Trade Securities
Customer service specialist with my series 7 and 63 Licenses, experienced in trading stocks, options, bonds, mutual funds, currency and commodities, as well as employee stock plan services.
Jun 2008 - Dec 2010
Mar 2008 - Jul 2008
Data Conversion Operator
Jun 2007 - Feb 2008
Tenor
Utah Master Chorale
Tenor section leader and soloist.
2005 - 2008
~3 yrs
Box Office Lead
Megaplex Theaters
Event planning and facilitation, Supervise all box office staff, daily cash accounting for all the money going through the theater, and customer service.
Jun 2003 - Aug 2005
Team & coworkers
Colleagues at Confidence Wealth & Insurance Solutions LLC
Other employees you can reach at myconfidence.com. View company contacts for 17 employees →
GH
Graciela Hernandez
Colleague at Confidence Wealth & Insurance Solutions LlcLos Angeles, California, United States, United States
View →
TN
Tatiana Nhaca
Colleague at Confidence Wealth & Insurance Solutions LlcCidade De Maputo, Mozambique, Mozambique
View →
MT
Mae Talle
Colleague at Confidence Wealth & Insurance Solutions LlcUnited States, United States
View →
LB
Lisa Bayonne
Colleague at Confidence Wealth & Insurance Solutions LlcUnited States, United States
View →
JE
James Egerstrom, Cfp®, Mba
Colleague at Confidence Wealth & Insurance Solutions LlcTorrance, California, United States, United States
View →
CA
Canyon Atwood
Colleague at Confidence Wealth & Insurance Solutions LlcSan Diego, California, United States, United States
View →
BG
Brian Gilroy Cfp®
Colleague at Confidence Wealth & Insurance Solutions LlcSt Augustine, Florida, United States, United States
View →
HC
Hannah Court
Colleague at Confidence Wealth & Insurance Solutions LlcBeaverton, Oregon, United States, United States
View →
RL
Rosemary Le
Colleague at Confidence Wealth & Insurance Solutions LlcLos Angeles, California, United States, United States
View →
DT
Daniel Tafoya, Cfp®, Clu®
Colleague at Confidence Wealth & Insurance Solutions LlcColorado Springs, Colorado, United States, United States
View →
Graciela Hernandez
Colleague at Confidence Wealth & Insurance Solutions LlcLos Angeles, California, United States, United States
View →
TN
Tatiana Nhaca
Colleague at Confidence Wealth & Insurance Solutions LlcCidade De Maputo, Mozambique, Mozambique
View →
MT
Mae Talle
Colleague at Confidence Wealth & Insurance Solutions LlcUnited States, United States
View →
LB
Lisa Bayonne
Colleague at Confidence Wealth & Insurance Solutions LlcUnited States, United States
View →
JE
James Egerstrom, Cfp®, Mba
Colleague at Confidence Wealth & Insurance Solutions LlcTorrance, California, United States, United States
View →
CA
Canyon Atwood
Colleague at Confidence Wealth & Insurance Solutions LlcSan Diego, California, United States, United States
View →
BG
Brian Gilroy Cfp®
Colleague at Confidence Wealth & Insurance Solutions LlcSt Augustine, Florida, United States, United States
View →
HC
Hannah Court
Colleague at Confidence Wealth & Insurance Solutions LlcBeaverton, Oregon, United States, United States
View →
RL
Rosemary Le
Colleague at Confidence Wealth & Insurance Solutions LlcLos Angeles, California, United States, United States
View →
DT
Daniel Tafoya, Cfp®, Clu®
Colleague at Confidence Wealth & Insurance Solutions LlcColorado Springs, Colorado, United States, United States
View →
2 education records
David Lauritzen education
Bs, Business Recreation
University Of Utah
Associate Of Arts, Business
FAQ
Frequently asked questions about David Lauritzen
Quick answers generated from the profile data available on this page.
What company does David Lauritzen work for?
David Lauritzen works for Confidence Wealth & Insurance Solutions LLC.
What is David Lauritzen's role at Confidence Wealth & Insurance Solutions LLC?
David Lauritzen is listed as Lead Relationship Manager at Confidence Wealth & Insurance Solutions LLC.
What is David Lauritzen's email address?
AeroLeads has found 1 work email signal at @myconfidence.com for David Lauritzen at Confidence Wealth & Insurance Solutions LLC.
What is David Lauritzen's phone number?
AeroLeads has found 1 phone signal(s) with area code 801 for David Lauritzen at Confidence Wealth & Insurance Solutions LLC.
Where is David Lauritzen based?
David Lauritzen is based in Los Angeles, California, United States while working with Confidence Wealth & Insurance Solutions LLC.
What companies has David Lauritzen worked for?
David Lauritzen has worked for Confidence Wealth & Insurance Solutions Llc, New York Life Insurance Company, Nylife Securities Llc, Fidelity Investments, and E*Trade Securities.
Who are David Lauritzen's colleagues at Confidence Wealth & Insurance Solutions LLC?
David Lauritzen's colleagues at Confidence Wealth & Insurance Solutions LLC include Graciela Hernandez, Tatiana Nhaca, Mae Talle, Lisa Bayonne, and James Egerstrom, Cfp®, Mba.
How can I contact David Lauritzen?
You can use AeroLeads to view verified contact signals for David Lauritzen at Confidence Wealth & Insurance Solutions LLC, including work email, phone, and LinkedIn data when available.
What schools did David Lauritzen attend?
David Lauritzen holds Bs, Business Recreation from University Of Utah.
What skills is David Lauritzen known for?
David Lauritzen is listed with skills including Leadership, Event Planning, Microsoft Office, Management, Microsoft Word, Series 63, Project Management, and Powerpoint.
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