David Ritchey Email & Phone Number

Responsible for strategy and sales of FIA and RILA products through the Independent Channel. Managing a team of 9 wholesalers and administrative personnel. Led cross functional team, including service, marketing, product, compliance, relationship management, in effectively executing channel strategy. Collaborating on overall sales and marketing strategy for Symetra Retirement SolutionsRegistered Representative of Symetra Securities, Inc. (SSI). Securities are offered by Symetra Securities, Inc. and issued in all states other than New York by Symetra Life Insurance Company (SLIC) and in New York by First Symetra National Life Insurance Company of New York (FSNLICNY). SSI, FSNLICNY and SLIC are affiliated companies.

Carmel, Indiana, United States

Strategic leader within the central region focused on leading both daily and long-term sales activities. Design and implement innovative sales strategies aimed at improving client retention and satisfaction. Maintain expertise in the organization’s full-suite of products including both mutual funds and ETF’s such as private equity and fixed income products. ➢Turned around an under-performing territory by re-establishing relationships with key clients and devising sales strategies, resulting in moving from being ranked last in production of mutual funds and ETFs to first in the region

Carmel, Indiana, United States

Maintained oversight of wholesaler accounts on behalf of a globally-known organization in addition to identifying opportunities to generate and capitalize on sales opportunities within the region. Cultivated strong relationships with key clients and led the distribution of investments within the institutional distribution channel. ➢Contacted both institutional firms which had at least $500MM in assets and insurance companies with the goal of positioning the organization’s investments within retirement based products ➢Spearheaded the implementation of a sales management training program, resulting in improved employee engagement, knowledge, and buy-in

Zionsville Indiana

Purchased and managed an existing financial planning practice with $74MM of assets under management. ➢Created, developed, and executed both short and long-term financial strategies that were customized based on individual client objectives and financial goals ➢Encouraged a customer-focused and profit-driven environment in addition to playing a lead role in creating detailed marketing/meeting plans for clients based on the 12/4/2 methodology ➢Improved productivity of the organization by completing a full-cycle technology upgrade which included both hardware and software systems (eMoney Advisor, Salesforce.com, etc..)

Directed the sale of retirement products to Advisors throughout Northern Indiana and Western Michigan while simultaneously managing strategic planning operations. As Sales Coach, educated Financial Advisors on both annuities and mutual fund products. ➢Successfully added 91 producing offices (2010), resulting in growth of 250% of the division over the previous year in addition to reducing operational costs by 22% by identifying and streamlining redundant processes

Hired to manage sales operations within the independent and wirehouse division for a territory consisting of Indiana, Kentucky (2007-2008), and Michigan (2009). Provided expert advice to Advisors and mentored internal team members on sales strategy development, client retention, and industry best practices. ➢Successfully added 85 new producers in 2009, resulting in a ranking of 16 out of 49 and added 167 in 2008, ranking 9th out of 60

Directed day to day and long-term operations within a developmental region which had zero monthly production and quickly increased production to over $3.6MM per month. ➢Member of the Wholesaler Advisory Board in addition to playing a lead role in conducting both Broker and branch training sessions at firms throughout Ohio, Eastern Kentucky, Western Pennsylvania, and West Virginia

Global Ioc Core Corporate Coaching Program

Activities and Societies: Completed The Global IOC Core Corporate Coaching Program which holds the WABC Accredited (Level 1 RCC) mark.

Bachelor Of Arts - Ba, Business Finance

Activities and Societies: Varsity Football, Captain