David Bezar Email & Phone Number
Senior Managing Partner @ Thrive Financial Services
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David Bezar Location
- Philadelphia, PA, US
David Bezar Work
- Senior Managing Partner @ (June 2014 - Present)
- Senior Managing Partner @ (August 2015 - Present)
- Co-Founder @ (May 2018 - Present)
- Co-Author and Subject Matter Expert @ Roadmap to Retirement: Navigating Your Way to Peace of Mind (November 2017 - Present)
- Co-Host and Radio Personality @ Thrive Retirement Roadmap Show (August 2017 - Present)
- Founder and President @ Vantage Point Bank and Financial Services (April 2007 - December 2013)
- Founder and President @ WealthPartners, Inc. (January 1989 - January 2007)
- Owner and Operator @ A Step Above (January 1987 - October 1989)
David Bezar Education
- Villanova University
Biological Sciences
1982-1985 - ABA Stonier Graduate School of Banking
Attended (Banking and Financial Support Services)
David Bezar Skills
- Business Planning
- Customer Service
- Digital Marketing
- Entrepreneurship
- Finance
- Financial Advisory
- Financial Analysis
- Financial Services
- Financial Structuring
- Leadership
- Legacy planning
- Management
- People Skills
- Real Estate
- Retirement Income Strategies
- Retirement Planning
- Sales
- Sales Management
- Seminar Presentations
- Small Business
- Strategy
- Team Building
- Teamwork
- Webinar Development
- Investments
- Portfolio Management
- Reverse Mortgages
- Asset Management
- 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 Financial Services, Quantum Leap Systems, Roadmap to Retirement: Navigating Your Way to Peace of Mind and Thrive Retirement Roadmap Show. David Bezar holds a 1982 - 1985 Biological Sciences @ Villanova University. With a robust skill set that includes Business Planning, Customer Service, Digital Marketing, Entrepreneurship, Finance and more. David Bezar has 3 emails and 2 mobile phone numbers on RocketReach.
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