David Ritchey Email and Phone Number
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David Ritchey personal email
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✅Career Summary ✅Executive Leader with 20+ years of experience driving revenue growth and client retention/engagement within a variety of organizations. Excel in reviewing current market trends and opportunities and devising appropriate strategies with a focus on optimizing the organization’s product offerings. Experienced in managing key clients while simultaneously fostering a positive employee culture by mentoring/coaching sales team members. ✅Key Skills ✅Sales Leadership • Business Development • Identifying Client Requirements • Team Coaching/MentoringSales Strategy Tracking & Correction • Market Research & Analysis • Change Management Adaptability/Flexibility • Risk Management • Client Retention & Engagement • Operational Process Improvement • Relationship Building✅Highlights ✅➢Demonstrated success in strategic sales roles with an ability to identify market opportunities/risks, define appropriate strategies, and identify target markets ➢Equipped with an ability to improve sales success by growing funnels, closing opportunities, and facilitating growth into new, larger markets
Symetra
View- Website:
- symetra.com
- Employees:
- 1779
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Divisional Vice PresidentSymetra Nov 2022 - PresentResponsible 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.
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Senior Investment Strategy Advisor - Central RegionSs&C Technologies Jun 2018 - Nov 2022Carmel, Indiana, United StatesStrategic 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 -
Alternative Distribution ExecutiveSs&C Technologies Nov 2013 - Jun 2018Carmel, Indiana, United StatesMaintained 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
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Investment Advisor Representative - PresidentRed Oak Wealth Management, Llc Mar 2012 - Nov 2013Zionsville IndianaPurchased 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..)
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Divisional Vice PresidentAig Retirement Services Dec 2010 - Mar 2012Directed 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 -
Regional Vice PresidentIng Aug 2007 - Dec 2010Hired 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 -
Regional Vice PresidentAmeriprise Financial 2005 - 2007Directed 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 -
Select Markets DirectorNationwide Financial Services 2001 - 2005
David Ritchey Skills
David Ritchey Education Details
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Global Ioc Core Corporate Coaching Program -
Business Finance
Frequently Asked Questions about David Ritchey
What company does David Ritchey work for?
David Ritchey works for Symetra
What is David Ritchey's role at the current company?
David Ritchey's current role is Divisional Vice President at Symetra.
What is David Ritchey's email address?
David Ritchey's email address is da****@****ech.com
What schools did David Ritchey attend?
David Ritchey attended Global Institute Of Organizational Coaching, Otterbein University.
What are some of David Ritchey's interests?
David Ritchey has interest in Wellness, Cooking, Laughing, Consulting, Nutrition, Real Estate, Investing, See Less, Reading, Fitness.
What skills is David Ritchey known for?
David Ritchey has skills like Mutual Funds, Retirement Planning, Series 7, Asset Allocation, Asset Management, Qualified Retirement Plans, Investment Management, Insurance, Team Leadership, Sales Presentations, Income Protection, Team Management.
Who are David Ritchey's colleagues?
David Ritchey's colleagues are Kyle O'neil, Jon Payne, Kotaro Makino, Sudheer Kalvakunta, Dianne Reed, Rashida Wilson, Dave Ulm.
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David Ritchey
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