David D'Auria Email and Phone Number
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David D'Auria personal email
A creative and enthusiastic financial professional focused on helping people achievetheir savings & retirement goals. Focused on successful executives, business owners and families, we help our clients navigate complex financial issues that impact their lives by developing a personal financial strategy based on their specific situation, needs and goals.Successfully managing your financial well-being is an ongoing process that may include an important life transition such as retirement, the sale of a business, a new career or other major life event such as marriage, birth of a child, divorce or loss of a spouse. By maintaining a strong relationship with you, we will be a valued resource and help guide you through these transitions in a manner consistent with your core values.Through experience, and the robust services of National Life Group, we will assist you with the right financial tools including: insurance planning, retirement planning, wealth accumulation strategy, executive compensation, business succession planning and tax efficient strategies.
Eastern Advisory Group
View- Website:
- easternadvisorygroupli.com
- Employees:
- 18
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Registered RepresentativeEastern Advisory GroupNew York, Ny, Us -
Registered RepresentativeNational Life Group Sep 2021 - PresentGreater New YorkOur focus centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, our team envisions and help enhance our clients’ goals by designing a customized strategy and creating a life map to help them achieve and protect their wealth.David D'Auria is a Registered Representative of Equity Services, Inc. Securities are offered solely by the Equity Services, Inc., Member FINRA/SIPC, 410 Mortor Parkway, Suite 200, Hauppauge, NY 11788 (631-582-6400. Equity Services, Inc. is a Broker/Dealer of NLIC.David D'Auria is licensed to sell securities in NY, NJ and is insurance-licensed in NY, NJ and Fl. An endorsement of this individual may not reflect others' views or experience. TC122916(0921)P -
Financial RepresentativeForest Hills Financial Group Aug 2018 - Aug 2021Greater New York City AreaMy mission is to deliver a personalized plan that provides clarity and confidence in your financial well being, today and in the future. -
Financial AdvisorNorthwestern Mutual Aug 2016 - Jul 2018Greater New York City AreaDavid D’Auria helps individuals achieve a more secure future by working to understand their situation and to build a relationship that will serve their needs over time. Please let David know how he may be able to help you realize your vision for the future. -
Sales DirectorNew York Life Investment Management Feb 1988 - Apr 2015Parsippany, New JerseyAfter excelling as Senior Underwriter, Pension Department (1988-1992), I advanced to Sales Director, Guaranteed Products Group. Currently, I drive institutional annuity product sales through proactive management of major corporate and public sector clients and financial intermediaries, as well as managing a team responsible for product design, marketing, sales, and service.During the past 10+ years, I established, nurtured, and developed key accounts through consultant-advised, third-party intermediated, and direct client channels. In trusted professional roles, I engender confidence with senior-level decision-makers, including treasurers, CFOs, portfolio managers, benefit managers, and plan trustees.I have been especially adept at securing major lines of business with previously resistant clients and vastly increasing account sales levels. My record of consistent success resulted from leveraging sales and product teams, cross-divisional resources, and institutional capabilities in launching product lines, increasing assets under management, and driving earnings growth.Selected highlights include:* From 2013 to 2014, grew revenues from four major accounts by $700M.* Closed the first sale in 10 years with a large state deferred compensation plan and captured 25% of another state’s billion-dollar portfolio.* Boosted portfolio position with large pharmaceutical company 25%, worth $300M.* In 2014, generated $300M in sales with six clients of a financial services organization.
David D'Auria Skills
David D'Auria Education Details
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Frequently Asked Questions about David D'Auria
What company does David D'Auria work for?
David D'Auria works for Eastern Advisory Group
What is David D'Auria's role at the current company?
David D'Auria's current role is Registered Representative.
What is David D'Auria's email address?
David D'Auria's email address is da****@****hfg.com
What schools did David D'Auria attend?
David D'Auria attended New York Institute Of Technology.
What are some of David D'Auria's interests?
David D'Auria has interest in Social Services, Children, Economic Empowerment, Education, Disaster And Humanitarian Relief.
What skills is David D'Auria known for?
David D'Auria has skills like Investments, Financial Services, Mutual Funds, Asset Management, Fixed Annuities, Retirement, Investment Strategies, Portfolio Management, Fixed Income, Insurance, 401k, Retirement Planning.
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David D'Auria
Washington Dc-Baltimore Area2gartner.com, ct.gov2 +186061XXXXX
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David D'Auria
Mountain View, Ca2google.com, google.com -
David Dauria
Lewes, De4fsv-cpas.com, gmail.com, fsv-cpas.com, bakertilly.com2 +190879XXXXX
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