David Brezik Email & Phone Number
Chief Operating Officer @ OnboardXi
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David Brezik Location
- Fort Scott, KS, US
David Brezik Work
- 2023 -now Chief Operating Officer @
- 2022 -2022 Sales and Product Consultant: Spyder, Inc (renamed OnboardXi) @
- 2018 -2021 Branch Manager @
- 2012 -2016 Retirement Product Head @
- 2009 -2011 President and Co-Founder @ B & N Retirement Strategies
- 2004 -2009 Executive Director - IRA Product Head @
- 2001 -2004 Retirement Planning Consultant, Southwest Region @
- 1987 -2001 Institutional 401k Retirement and Retail Sales Team Management @
David Brezik Education
- Indiana University - Kelley School of Business
- Indiana University - Kelley School of Business
B.S. (Finance)
David Brezik Skills
- Technology Integration
- Business Strategy
- Coaching and Development
- Wealth Management
- Relationship Management
- Business Development
- Financial Planning
- Retirement Planning
- Strategic Planning
- Product Management
- Sales Management
- Customer Experience
- 401k
- Investment Products
- Risk Management
- Continuous Improvement
- Cross-functional Team Leadership
- Presentation Skills
- Strategic Thinking
- Training
- Retirement Income Strategies
- Client Engagement Marketing
- Online Client Experience
- IRA Rollover Capture
- Investor Education Programs
- IRAs
- Digital Marketing
- Annuities
- Training & Development
- Retirement Marketing
- Mutual Funds
- Finance
- Leadership
- Consulting
- Ira Product Management
- Training and Development
- Web Design
- Capital Markets
- Team Leadership
- Process Improvement
- Strategy
- Financial Services
- Cross Functional Team Leadership
- Coaching
- Call Center Management
- Services
David Brezik Summary
- David Brezik, based in Fort Scott, KS, US, is currently a Chief Operating Officer at OnboardXi. David Brezik brings experience from previous roles at OnboardXi, TD Ameritrade, E*TRADE Financial and B & N Retirement Strategies. David Brezik holds a Indiana University - Kelley School of Business. With a robust skill set that includes Technology Integration, Business Strategy, Coaching and Development, Wealth Management, Relationship Management and more. David Brezik has 3 emails and 2 mobile phone numbers on RocketReach.
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