Financial Planner | Investment Advisor Representative
CurrentFinancial planner, investment advisor & registered representative. Series 7/66 RR, IAR and LAH in NY, NJ, CT, MA, CA & WA. LAH in AZ & MO.
Jun 2022 - Present
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David Soohoo Email & Phone Number
Financial Planner | Investment Advisor Representative
at
Barnum Financial Group
1 work email found
@thrivent.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner | Investment Advisor Representative
Location
New York, New York, United States
Company size
Who is David Soohoo? Overview
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Quick answer
David Soohoo is listed as Financial Planner | Investment Advisor Representative at Barnum Financial Group, a company with 504 employees, based in New York, New York, United States. AeroLeads shows a work email signal at thrivent.com and a matched LinkedIn profile for David Soohoo.
David Soohoo previously worked as Financial Advisor at Thrivent and Executive Director / Project Manager, Redeemer Downtown LAB at Redeemer Presbyterian Church. David Soohoo holds Bachelor Of Business Administration (Bba), Management Information Systems, General, 3.97 from Pace University.
Company email context
Email format at Barnum Financial Group
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{first}.{last}@thrivent.com
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AeroLeads found 1 current-domain work email signal for David Soohoo. Compare company email patterns before reaching out.
Profile bio
About David Soohoo
With over 15 years in financial services, David leverages his diverse professional experience to provide clients his own unique brand of advice and guidance. Combining his financial expertise and technical skill with a caring and compassionate voice, he is dedicated to helping people make the most of what they have been given, no matter their situation. David specializes in high-touch, white-glove financial planning and wealth management, especially for those with particularly complex finances. He believes that the key to financial success is through best-in-class advice and long-term, vision-casting strategy, and he provides this to each client via detailed discovery, hands-on development sessions, and in-depth financial modelling & analysis. There are no cookie-cutter plans because there are no cookie-cutter people. Schedule a 15-minute phone consultation to discuss your goals, get a free financial assessment, and understand how you might work together moving forward.I am licensed to sell insurance and securities in several states. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 6 Corporate Drive, Shelton, CT 06484 (203) 513-6000.
Listed skills include Sdlc, Six Sigma, Process Improvement, Systems Analysis, and 5 others.
Current workplace
David Soohoo's current company
Company context helps verify the profile and gives searchers a useful next step.
Barnum Financial Group
11 roles
David Soohoo work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Assists clients make the most of what they've been given via financial planning, investment management, and advice-based product solutions. Series 7/66 RR, IAR & LAH in NY, NJ, MA, CA and AZ.
Sep 2020 - Jun 2022
Executive Director / Project Manager, Redeemer Downtown Lab
Promoted to project manager and executive director of new $1.2M service. Delivered successful launch Nov 2018. Built core team, developed overall strategy & drove weekly implementation of 20+ staff and volunteers.
Aug 2018 - Aug 2019
Community Manager
Post-MA, managed 1200+ congregation; provided training, planning & support to 150+ community leaders and 75+ groups. Provided direct oversight to 15+ groups.
Aug 2017 - Aug 2019
Call Center Manager, Central Relationship Unit
Advanced to call center manager of 50+ licensed agents; serviced 700+ “orphan” clients & generated $1.5M+ new business. Aimed to generate greater client satisfaction and retention via 50+ specially-trained agents licensed to offer financial advice.
Apr 2013 - Jun 2014
Product Manager, 401(K)
Consulting project led to opportunity to manage Retirement Gateway 401(k) small business platform with $100M+ AUM. Responsibilities included oversight of product design, launch management, profitability reporting, sales projections and product updates.
Jul 2011 - Apr 2013
Six Sigma Black Belt, Axa Way
Transitioned to process improvement, successfully implemented multiple strategic initiatives, resulting in a multi-million dollar individual project portfolio. Effectively delivered operational and organizational results by collaborating and communicating with EVPs, SVPs and employees at all levels while managing inherent risk. Frequently balanced.
Aug 2008 - Jul 2011
Project Manager, It Distribution
Promoted to project manager; delivered new client-facing lead-generating website on time and on budget. In charge of client relationship management and acted as primary liaison between business, IT and consultants.
Sep 2007 - Aug 2008
Senior Systems Architect, Legal/Compliance & Reinsurance It
Promoted to architecture team lead over three developers. Responsibilities included Sarbanes-Oxley system certification, CMMI Level III implementation, and IT best practices creation & enforcement. In charge of analysis, design, and cost estimates on large-scale projects, prioritization of initiatives, and delegation of development tasks. Other duties.
Jan 2005 - Sep 2007
Lead Developer, Legal/Compliance & Reinsurance It
Developed Java, J2EE, HTML and SQL solutions in a dynamic environment requiring rapid turnaround. Managed Sarbanes-Oxley implementation for reinsurance systems & led team in enterprise-wide SOX DR drills. Coordinated five developers and maintained of 15 systems to support 200+ business users.
Jan 2002 - Dec 2004
It Associate
1.5-year rotation-based IT training program with rotations in Data Warehouse and Legal & Compliance.
Jul 2001 - Dec 2002
Team & coworkers
Colleagues at Barnum Financial Group
Other employees you can reach at barnumfinancialgroup.com. View company contacts for 504 employees →
AM
Alicia Marchetti
Colleague at Barnum Financial Group
Shelton, Connecticut, United States, United States
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FB
Francisco Bignold
Colleague at Barnum Financial Group
Seattle, Washington, United States, United States
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CK
Christopher Kusick, Lutcf
Colleague at Barnum Financial Group
Westport, Connecticut, United States, United States
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DL
Deborah L. Tung, Clu, Clf
Colleague at Barnum Financial Group
Fairfield, Connecticut, United States, United States
View →
DC
David C. Dedonato
Colleague at Barnum Financial Group
Shelton, Connecticut, United States, United States
View →
EP
Edward Pelletier
Colleague at Barnum Financial Group
Warwick, Rhode Island, United States, United States
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AP
Andrew Pelletier
Colleague at Barnum Financial Group
New York, New York, United States, United States
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ML
Matthew Lifshitz
Colleague at Barnum Financial Group
Miami, Florida, United States, United States
View →
MS
Michael Stock
Colleague at Barnum Financial Group
Elmsford, New York, United States, United States
View →
DY
Dmitriy Yankelevich, Cfp®
Colleague at Barnum Financial Group
New York, New York, United States, United States
View →
Alicia Marchetti
Colleague at Barnum Financial Group
Shelton, Connecticut, United States, United States
View →
FB
Francisco Bignold
Colleague at Barnum Financial Group
Seattle, Washington, United States, United States
View →
CK
Christopher Kusick, Lutcf
Colleague at Barnum Financial Group
Westport, Connecticut, United States, United States
View →
DL
Deborah L. Tung, Clu, Clf
Colleague at Barnum Financial Group
Fairfield, Connecticut, United States, United States
View →
DC
David C. Dedonato
Colleague at Barnum Financial Group
Shelton, Connecticut, United States, United States
View →
EP
Edward Pelletier
Colleague at Barnum Financial Group
Warwick, Rhode Island, United States, United States
View →
AP
Andrew Pelletier
Colleague at Barnum Financial Group
New York, New York, United States, United States
View →
ML
Matthew Lifshitz
Colleague at Barnum Financial Group
Miami, Florida, United States, United States
View →
MS
Michael Stock
Colleague at Barnum Financial Group
Elmsford, New York, United States, United States
View →
DY
Dmitriy Yankelevich, Cfp®
Colleague at Barnum Financial Group
New York, New York, United States, United States
View →
2 education records
David Soohoo education
Bachelor Of Business Administration (Bba), Management Information Systems, General, 3.97
Master Of Arts - Ma, Bible/Biblical Studies, 3.79
FAQ
Frequently asked questions about David Soohoo
Quick answers generated from the profile data available on this page.
What company does David Soohoo work for?
David Soohoo works for Barnum Financial Group.
What is David Soohoo's role at Barnum Financial Group?
David Soohoo is listed as Financial Planner | Investment Advisor Representative at Barnum Financial Group.
What is David Soohoo's email address?
AeroLeads has found 1 work email signal at @thrivent.com for David Soohoo at Barnum Financial Group.
Where is David Soohoo based?
David Soohoo is based in New York, New York, United States while working with Barnum Financial Group.
What companies has David Soohoo worked for?
David Soohoo has worked for Barnum Financial Group, Thrivent, Redeemer Presbyterian Church, Axa Us, and Axa Equitable.
Who are David Soohoo's colleagues at Barnum Financial Group?
David Soohoo's colleagues at Barnum Financial Group include Alicia Marchetti, Francisco Bignold, Christopher Kusick, Lutcf, Deborah L. Tung, Clu, Clf, and David C. Dedonato.
How can I contact David Soohoo?
You can use AeroLeads to view verified contact signals for David Soohoo at Barnum Financial Group, including work email, phone, and LinkedIn data when available.
What schools did David Soohoo attend?
David Soohoo holds Bachelor Of Business Administration (Bba), Management Information Systems, General, 3.97 from Pace University.
What skills is David Soohoo known for?
David Soohoo is listed with skills including Sdlc, Six Sigma, Process Improvement, Systems Analysis, Visio, Business Analysis, Requirements Gathering, and Business Process Improvement.
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