David Brezik, Cfp®, Crpc® Email & Phone Number

Fort Scott, KS, US

Fort Scott, KS, US

OnboardXi is a Saas software company serving insurance companies and IMO’s. We provide a data first new business application processing and onboarding solution for all types of insurance products. We process new insurance applications, renewals, inject data into claims, and route policyowners service requests. We automate the application data collection.

Omaha, NE, US

I led a team of seasoned financial professionals committed to improving the lives of their clients. My responsibilities included coaching, professional development, and the career growth of team members, while fostering a culture of continuous improvement in our professional lives and in the financial lives of the clients we served. Our team was passionate.

US

• Responsible for spearheading strategy and execution for a broad range of critical cross-enterprise initiatives to transform the firm's retirement planning value proposition, drive asset acquisition and grow client.
• Led “Retirement Season” themed cross-enterprise effort to engage senior leadership to align the organization’s marketing, sales, and product area strategies around a Goal Planning and long-term savings value proposition.
• Developed and managed a team of high performing product managers to drive improvements to existing products and workflows, and developed and implemented new product and business opportunities. Built product.
• Partnered with Technology and Design to transform the online customer experience. Redesigned the online personal retirement product and planning webpages and the mobile customer experience resulting in substantial.
• Onboarded and customized a retirement income planning tool and designed a training program for branch advisors and national call centers to launch E*TRADE’s retirement income planning capabilities in the marketplace..

• Responsible for providing consulting services to financial services and product firms around IRA Rollover capture, Retirement Income Planning and Wealth Planning concepts, and aligned product positioning opportunities.
• Partnered with firms including Morgan Stanley, Blackrock, MetLife and Merrill Lynch to create and facilitate training programs and client seminar presentations, increase planning tool usage by advisors, and create book.

Zurich, CH

• Senior leader responsible for developing, revamping, and aligning the business strategy and sales growth of the Personal Retirement Product area.
• Inspired and drove a cross-enterprise program to transform the sales, marketing, training, technology, and product placement for the Personal Retirement and Small Business Plan product area. Realized double-digit.
• Created and drove a focused Advisor wealth planning training program, leveraged financial planning tool usage, and introduced a product positioning best practice campaign for internal product wholesalers that drove.
• Developed and enhanced Retirement Income planning tools, marketing collateral, and product positioning strategies to elevate the overall client experience for clients transitioning into their retirement life stage..
• Revamped IRA marketing collateral, branding, and client segmentation strategy. Solidified efforts to promote Advisors’ and Firm’s capabilities as a leading and trusted provider for client retirement assets resulting in.

New York, NY, US

• Responsible for shaping a newly created position to support the Retirement Group product area in driving sales growth, wealth planning, and targeted marketing efforts to increase household penetration of IRA assets.
• Collaborated with regional and branch management, financial advisors and product wholesalers to drive field sales and to increase product penetration within the personal retirement space. Recognized as a consistent top.
• Provided specialized financial planning support for Advisors in client meetings, training programs, 401k sales presentations, facilitated client seminars and keynote speaking engagements. Resulted in a 67% increase in.

Boston, MA, US

• Engaged in all aspects of Call Center management and service level results. Coached and developed teams on needs-based sales techniques to drive mutual fund sales, asset acquisition, and client satisfaction results.
• Managed teams of specialized Retirement consultants charged with asset retention of participant record-kept 401k plan assets into self-directed brokerage IRA accounts.
• Led a team of Institutional 401(k) Relationship Management DC Plan Specialists and was assigned to manage Plan Sponsor relationships in large plan DC market segment. Managed Communications Specialist program and team.

B.S., Finance

Education record