David D'Auria

David D'Auria Email and Phone Number

Registered Representative @ Eastern Advisory Group
New York, NY, US
David D'Auria's Location
New York City Metropolitan Area, United States
David D'Auria's Contact Details

David D'Auria personal email

n/a
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.

David D'Auria's Current Company Details
Eastern Advisory Group

Eastern Advisory Group

View
Registered Representative
New York, NY, US
Employees:
18
David D'Auria Work Experience Details
  • Eastern Advisory Group
    Registered Representative
    Eastern Advisory Group
    New York, Ny, Us
  • National Life Group
    Registered Representative
    National Life Group Sep 2021 - Present
    Greater New York
    Our 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
  • Forest Hills Financial Group
    Financial Representative
    Forest Hills Financial Group Aug 2018 - Aug 2021
    Greater New York City Area
    My mission is to deliver a personalized plan that provides clarity and confidence in your financial well being, today and in the future.
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Aug 2016 - Jul 2018
    Greater New York City Area
    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.
  • New York Life Investment Management
    Sales Director
    New York Life Investment Management Feb 1988 - Apr 2015
    Parsippany, New Jersey
    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 Skills

Investments Financial Services Mutual Funds Asset Management Fixed Annuities Retirement Investment Strategies Portfolio Management Fixed Income Insurance 401k Retirement Planning Risk Management Sales Finance Financial Analysis Pensions Management Alternative Investments Leadership Relationship Management Series 63 Crm Real Estate Sales And Investment Customer Service Life Insurance 401 Retirement Savings Plans Pension Funds Client And Market Penetration Revenue Growth Team Building And Development Key Client Relationships Strategic Account Management Over Quota Sales Performance New Business Development Client Acquisition And Development Needs Based Selling Ethical Business Conduct Team Leadership Volunteer Experience And Causes Value Based Solutions Informed Decision Making Client Needs Analysis Consultative Sales Approach Long Term Care Insurance Disability Insurance Variable Annuities Asset Allocation

David D'Auria Education Details

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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