David Bezar Email & Phone Number
Senior Managing Partner @ Thrive Financial Services
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David Bezar Location
- Philadelphia, PA, US
David Bezar Work
- 2014 -now Senior Managing Partner @
- 2015 -now Senior Managing Partner @
- 2018 -now Co-Founder @
- 2017 -now Co-Author and Subject Matter Expert @ Roadmap to Retirement: Navigating Your Way to Peace of Mind
- 2017 -now Co-Host and Radio Personality @ Thrive Retirement Roadmap Show
- 2007 -2013 Founder and President @ Vantage Point Bank and Financial Services
- 1989 -2007 Founder and President @ WealthPartners, Inc.
- 1987 -1989 Owner and Operator @ A Step Above
David Bezar Education
- Villanova University
(Biological Sciences)
1982-1985 - ABA Stonier Graduate School of Banking
Attended (Banking and Financial Support Services)
David Bezar Skills
- Retirement Planning
- Retirement Income Strategies
- Legacy planning
- Investments
- Portfolio Management
- Strategy
- Entrepreneurship
- Leadership
- Management
- Finance
- Small Business
- Business Planning
- Financial Advisory
- Financial Analysis
- Real Estate
- Reverse Mortgages
- Sales
- Sales Management
- Team Building
- Financial Services
- Asset Management
- Financial Structuring
- Teamwork
- Customer Service
- People Skills
- Digital Marketing
- Seminar Presentations
- Webinar Development
- Commercial Mortgages
- Banking
- Mortgage Operations
- Loan Origination
- Mortgage Banking
- Mortgage Marketing
- Mortgage Lending
- Refinance
- Real Estate Financing
- Underwriting
- Mortgage Origination
- Credit
- Credit Analysis
- Funding
- Loans
- FHA
- Commercial Lending
- Residential Mortgages
David Bezar Summary
- David Bezar, based in Philadelphia, PA, US, is currently a Senior Managing Partner at Thrive Financial Services. David Bezar brings experience from previous roles at Thrive Capital Management, LLC, Quantum Leap Systems, Roadmap to Retirement: Navigating Your Way to Peace of Mind and Thrive Retirement Roadmap Show. David Bezar holds a 1982 - 1985 Villanova University. With a robust skill set that includes Retirement Planning, Retirement Income Strategies, Legacy planning, Investments, Portfolio Management and more. David Bezar has 3 emails and 2 mobile phone numbers on RocketReach.
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