David Brezik Email & Phone Number
Chief Operating Officer @ OnboardXi
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David Brezik Location
- Fort Scott, KS, US
David Brezik Work
- Chief Operating Officer @ (January 2023 - Present)
- Sales and Product Consultant: Spyder, Inc (renamed OnboardXi) @ (March 2022 - December 2022)
- Branch Manager @ (May 2018 - January 2021)
- Retirement Product Head @ (January 2012 - August 2016)
- President and Co-Founder @ B & N Retirement Strategies (July 2009 - December 2011)
- Executive Director - IRA Product Head @ (November 2004 - April 2009)
- Retirement Planning Consultant, Southwest Region @ (October 2001 - September 2004)
- Institutional 401k Retirement and Retail Sales Team Management @ (February 1987 - September 2001)
David Brezik Education
- Indiana University - Kelley School of Business
B.S. (Finance)
- Andrean High School
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
- Coaching and Development
- 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 B.S. in Finance @ 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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David Brezik
Chief Operating Officer
Fort Scott, KS, US
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