Oct 2023 - Present
AeroLeads people directory · profile
David M. Streit Email & Phone Number
Chief Operating Officer
at
Sagient
2 work emails found
@financialguide.com
1 phone found area 212
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is David M. Streit? Overview
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Quick answer
David M. Streit is listed as Chief Operating Officer at Sagient, based in Pasadena, California, United States. AeroLeads shows a work email signal at financialguide.com, phone signal with area code 212, and a matched LinkedIn profile for David M. Streit.
David M. Streit previously worked as Chief Operating Officer at Pacific Reach and Executive Director at Patti'S Way Chartiable Foundation. David M. Streit holds B.S., Business Management from University Of Florida.
Company email context
Email format at Sagient
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{first_initial}{last}@financialguide.com
89% confidence
AeroLeads found 2 current-domain work email signals for David M. Streit. Compare company email patterns before reaching out.
Profile bio
About David M. Streit
Chief Operating Officer for two dynamic financial services organizations:Sagient, with our emphasis on holistic financial planning, andPacific Reach, A MassMutual Firm, with an emphasis on Protection, Retirement Accumulation and Distribution, Worksite products and insurance brokerage for the independent agent.
Listed skills include Retirement Planning, Investments, Fixed Annuities, Finance, and 21 others.
Current workplace
David M. Streit's current company
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14 roles · 15 years
David M. Streit work experience
A career timeline built from the work history available for this profile.
Chief Operating Officer
Current
Oct 2023 - Present
Executive Director
Current
Patti'S Way Chartiable Foundation
We provide "Random Acts of Kindness" grants to single moms and their children who have run into financial difficulties. We also support other organizations with similar missions.
Jan 2010 - Present
Director Of Operations
Fraser Financial Group
Sep 2018 - Oct 2023
Director Of Operations
Fraser Financial Group
Sep 2018 - Oct 2023
Director Project Management
Fraser Financial Group
Oct 2013 - Sep 2018
Director Advanced Sales
Fraser Financial Group
Jun 2010 - Oct 2013
Director - Project Management
My job will be to help move this agency to the "next level" in terms of manpower, production and clients served by championing various projects in operations, IT and marketing.
Oct 2013 - Aug 2018
Manager
Single Family Office
Head up a Family Office for a high net worth family.
Jan 2012 - Aug 2013
Board Member, Treasurer
2011 - 2013
~2 yrs
Director - Advanced Sales
- Hired as Director of Advanced Sales working with our 125+ career agents and 400+ brokers
- Became the in-house expert on our illustration software package. Trained agents and staff on use.
- Given the responsibility of our training programs for both our new agents and experienced agents.
- Given responsibility of our brokerage operation; created e-mail marketing program, created product-training programs.
- Created and maintained our “data mining” leads program for the agency
- Evaluated, selected, and oversaw the installation of our Agency CRM/Underwriting software. Trained agency staff on its use.
Jun 2010 - Jan 2012
Production Manager
- Retirement Income Planner / Personal producer
- Agency specialist on annuities and income planning. As such, I am available to any associate for training, questions or joint work
Jan 2007 - Jul 2009
Sales Manager / Personal Producer
Freedom Financial Group
- Pre & Post Retirement Income Planning for individuals.
- Tax advantage (qualified and non-qualified) retirement plans for businesses
- Responsibilities included managing, compliance, and marketing assistance to the GA and agents
Jul 2004 - Dec 2006
Divisional Vp
Axa Advisors
- Formed a Producer group within AXA to take our practice to the next level
- Vice President – Southeast Division
- As VP, I built my district into the 2nd highest grossing district (out of 6) in two years producing over $1,000,000 annually in gross commissions with only four producers and two support people.
Sep 1997 - Jul 2004
1 education record
David M. Streit education
-
University Of Florida
FAQ
Frequently asked questions about David M. Streit
Quick answers generated from the profile data available on this page.
What company does David M. Streit work for?
David M. Streit works for Sagient.
What is David M. Streit's role at Sagient?
David M. Streit is listed as Chief Operating Officer at Sagient.
What is David M. Streit's email address?
AeroLeads has found 2 work email signals at @financialguide.com for David M. Streit at Sagient.
What is David M. Streit's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for David M. Streit at Sagient.
Where is David M. Streit based?
David M. Streit is based in Pasadena, California, United States while working with Sagient.
What companies has David M. Streit worked for?
David M. Streit has worked for Sagient, Pacific Reach, Patti'S Way Chartiable Foundation, Fraser Financial Group, and The Fraser Financial Group Llp.
How can I contact David M. Streit?
You can use AeroLeads to view verified contact signals for David M. Streit at Sagient, including work email, phone, and LinkedIn data when available.
What schools did David M. Streit attend?
David M. Streit holds B.S., Business Management from University Of Florida.
What skills is David M. Streit known for?
David M. Streit is listed with skills including Retirement Planning, Investments, Fixed Annuities, Finance, Retirement, Estate Planning, Strategic Planning, and Financial Services.
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