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 @ OnboardXi
2022 - 2022 Sales and Product Consultant: Spyder, Inc (renamed OnboardXi) @ OnboardXi
2018 - 2021 Branch Manager @ TD Ameritrade

2012 - 2016 Retirement Product Head @ Etrade Bank Inc
2009 - 2011 President and Co-Founder @ B & N Retirement Strategies
2004 - 2009 Executive Director - IRA Product Head @ UBS Group AG
2001 - 2004 Retirement Planning Consultant, Southwest Region @ Merrill Lynch
1987 - 2001 Institutional 401k Retirement and Retail Sales Team Management @ Fidelity Investments

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David Brezik Education

Andrean High School
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

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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 Andrean High School. 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 1 mobile phone numbers on RocketReach.

David Brezik Emails

Found 3 emails

David Brezik Phone Numbers

Found 5 phone numbers

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