David Feldstein Email and Phone Number
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David Feldstein personal email
David Feldstein phone numbers
David Feldstein, Chief Operating Officer and President of Vita Financial, brings over 20 years of experience in financial services. His background in social services and conflict resolution from William Paterson University shapes his client-centric approach, emphasizing understanding and resolving client and advisor needs.David's career began at MetLife in Sarasota, Florida, where he quickly rose to Agency Sales Director, helping the office achieve top-three status nationwide. He replicated this success in Atlanta and later at Prudential Advisors, where he helped elevate the Atlanta firm to national top-three recognition through innovative sales strategies and leadership.As Managing Director and Head of Sales at Capstone Financial, David oversaw the recruitment and development of asset managers, financial planners, and insurance agents across Georgia and neighboring states, driving significant team expansion.Currently, as COO and President of Vita Financial, David leads the company into the future and partners with existing wealth management and financial planning teams to join their OSJ.Active in community service, David serves on school governance councils and non-profit boards. He enjoys competitive sports like tennis, pickleball, softball, international travel, and, most importantly, spending quality time with his wife and two children.
Vita Financial
View- Employees:
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President And Chief Operating OfficerVita Financial Jan 2024 - PresentGreater Atlanta
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Managing DirectorCapstone Financial, Llc Aug 2018 - Jan 2024Greater Atlanta AreaBeing a Managing Director is a role with great responsibility. I’m charged with recruiting, selecting, training, and retaining top talent to work with me and my team which means choosing people of high integrity and personal initiative to join us as Financial Planners, Investment Advisors, Financial Advisors, and Brokers. I am also charged with facilitating a diverse culture of teamwork, accountability, self-discipline, and holistic financial planning. -
Manager, Financial Services At The Prudential Insurance Company Of AmericaPrudential Financial Oct 2013 - Aug 2018Atlanta, GaDevelops relationships with business leaders within local communitiesDevelops Financial Professional Associates (FPAs) in the areas of relationship-based sales process, marketing strategy and client development -
Financial Professional At The Prudential Insurance Company Of AmericaPrudential Financial Jan 2013 - Oct 2013Greater Atlanta Area, United States
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Agency Sales DirectorMetlife Financial Group Feb 2010 - Jan 2013Greater Atlanta Area
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Agency Sales DirectorMetlife Jun 2008 - Feb 2010Sarasota, Florida Area -
Financial Services RepresentativeMetlife Nov 2004 - Jun 2008Sarasota, Florida Area
David Feldstein Skills
David Feldstein Education Details
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Lafayette CollegeElectrical Engineering -
William Paterson University Of New JerseySocial Services
Frequently Asked Questions about David Feldstein
What company does David Feldstein work for?
David Feldstein works for Vita Financial
What is David Feldstein's role at the current company?
David Feldstein's current role is Financial Planning/Wealth Management/ Husband / Dad / Coach / Mentor.
What is David Feldstein's email address?
David Feldstein's email address is df****@****ife.com
What is David Feldstein's direct phone number?
David Feldstein's direct phone number is +194180*****
What schools did David Feldstein attend?
David Feldstein attended Lafayette College, William Paterson University Of New Jersey.
What are some of David Feldstein's interests?
David Feldstein has interest in Baseball, Sailing And Tennis, Hobbies, Tennis And Travel, Spending Time With My Children.
What skills is David Feldstein known for?
David Feldstein has skills like Financial Services, Insurance.
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David Feldstein
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