David D'Auria Email & Phone Number
@nationallife.com
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Who is David D'Auria? Overview
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David D'Auria is listed as Registered Representative at Eastern Advisory Group, a with 18 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at nationallife.com and a matched LinkedIn profile for David D'Auria.
David D'Auria previously worked as Registered Representative at National Life Group and Financial Representative at Forest Hills Financial Group. David D'Auria holds Bachelor’S Degree, Finance And Economics, Cum Laude from New York Institute Of Technology.
Email format at Eastern Advisory Group
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AeroLeads found 1 current-domain work email signal for David D'Auria. Compare company email patterns before reaching out.
About David D'Auria
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.
Listed skills include Investments, Financial Services, Mutual Funds, Asset Management, and 44 others.
David D'Auria's current company
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David D'Auria work experience
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Registered Representative
CurrentOur 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 Representative
My mission is to deliver a personalized plan that provides clarity and confidence in your financial well being, today and in the future.
Financial Advisor
David 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 Director
After 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 education
Frequently asked questions about David D'Auria
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What company does David D'Auria work for?
David D'Auria works for Eastern Advisory Group.
What is David D'Auria's role at Eastern Advisory Group?
David D'Auria is listed as Registered Representative at Eastern Advisory Group.
What is David D'Auria's email address?
AeroLeads has found 1 work email signal at @nationallife.com for David D'Auria at Eastern Advisory Group.
Where is David D'Auria based?
David D'Auria is based in New York City Metropolitan Area, United States while working with Eastern Advisory Group.
What companies has David D'Auria worked for?
David D'Auria has worked for Eastern Advisory Group, National Life Group, Forest Hills Financial Group, Northwestern Mutual, and New York Life Investment Management.
How can I contact David D'Auria?
You can use AeroLeads to view verified contact signals for David D'Auria at Eastern Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did David D'Auria attend?
David D'Auria holds Bachelor’S Degree, Finance And Economics, Cum Laude from New York Institute Of Technology.
What skills is David D'Auria known for?
David D'Auria is listed with skills including Investments, Financial Services, Mutual Funds, Asset Management, Fixed Annuities, Retirement, Investment Strategies, and Portfolio Management.
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