Dave Petersen Email & Phone Number
Vice President - Advanced Annuity Sales @ TruChoice Financial
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Dave Petersen Location
- Saratoga Springs, UT, US
Dave Petersen Work
- 2019 - now Vice President - Advanced Annuity Sales @
- 2006 - now Sr Marketing Consultant @
- 2006 - now Sr Marketing Consultant at The Annuity Store (TAS) @ The Annuity Store (TAS)
- 2003 - 2005 Western Circulation Director @ Rodale, Inc.
- 1999 - 2003 Circulation Manager @
- 1985 - 1999 District Sales Manager; Regional Sales Manager, Key Account Manager, Trainer @
- 1980 - 1985 Sales Representitive @ Orthopedic Systems, Inc
Dave Petersen Skills
- Estate Planning
- Direct Marketing
- Financial Advisory
- Team Building
- Series 63
- PowerPoint
- Financial Planners
- Fixed Annuities
- Salesforce.com
- B2B
- Insurance
- Retirement Planning
- Account Management
- Sales
- IRAs
- Sales Operations
- Investments
- Variable Annuities
- Publishing
- Finance
- 401k
- Lead Generation
- Series 6
- Strategic Planning
- Financial Services
- Sales Management
- Life Insurance
- Mutual Funds
- Universal Life
- Strategic Financial Planning
- Program Management
- Marketing
- New Business Development
- Microsoft Excel
- Employee Training
- Long Term Care
- Disability Insurance
- Budgets
- Small Business
- Management
- 401k Rollovers
- Strategic Financial
- Term Life Insurance
- Marketing Strategy
- Health Insurance
- Sales Presentations
- Retirement
- Series 65
- Recruiting
- Series 7
- Employee Benefits
Dave Petersen Summary
- Dave Petersen, based in Saratoga Springs, UT, US, is currently a Vice President - Advanced Annuity Sales at TruChoice Financial. Dave Petersen brings experience from previous roles at TruChoice Financial, The Annuity Store (TAS), Rodale, Inc. and The News Group, Inc.. With a robust skill set that includes Estate Planning, Direct Marketing, Financial Advisory, Team Building, Series 63 and more. Dave Petersen has 2 emails and 1 mobile phone numbers on RocketReach.
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Dave Petersen
Vice President - Advanced Annuity Sales
Saratoga Springs, UT, US
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