David Cox Email & Phone Number
SVP, Simplicity Workplace @ Simplicity Group
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David Cox Location
- Lenexa, KS, US
David Cox Work
- SVP, Simplicity Workplace @ (May 2023 - Present)
- Senior Client Relationship Manager @ (April 2019 - May 2023)
- Retirement Plan Consultant @ (February 2018 - March 2019)
- Director Of Client Services @ (April 2016 - February 2018)
- Client Service Specialist @ (November 2015 - April 2016)
David Cox Education
- Western Michigan University
Bachelors (Aviation)
2000-2004 - Holly Senior High School 1996-2000
David Cox Skills
- Carve-outs
- 409A
- SERP
- COLI
- Retirement Income Strategies
- 457 Plans
- 401(k) consulting
- Succession Planning
- Compensation & Benefits
- Employee Benefits Design
- Investment Management
- Retirement Planning
- Executive Benefits
- Corporate-Owned Life Insurance (COLI)
- Small Business Retirement Planning
- Retirement Plan Consulting
- Qualified Retirement Plans
- Non-Qualified Deferred Compensation
- 403(b) Consulting
- Deferred Compensation
- Business Retirement Plans
- 401(k) Retirement Savings Plans
- 403(b) Plans
- Financial Advisory
- Banking
- Financial Services
- Management
- Process Improvement
- Leadership
- Relationship Management
- Customer Service
- Credit Cards
- Call Centers
- Business Analysis
- Risk Management
- Credit
- Team Building
- Change Management
- Coaching
- Sales
- Performance Management
- Team Leadership
- Sales Management
- Team Management
- Customer Experience
- Investments
- Training
- Aerospace
- Flight Training
- Aviation
- Real Estate
- CFI
- Piloting
- Airlines
- Flights
- Commercial Aviation
- Flight Safety
- Airports
- Type Rating
- Ground Instructor
- Multi Engine
- Charter
- Aircraft
- Flight Planning
David Cox Summary
- David Cox, based in Lenexa, KS, US, is currently a SVP, Simplicity Workplace at Simplicity Group. David Cox brings experience from previous roles at OneDigital and Hermitage Wealth Management, Inc.. David Cox holds a 2000 - 2004 Bachelors in Aviation @ Western Michigan University. With a robust skill set that includes Carve-outs, 409A, SERP, COLI, Retirement Income Strategies and more. David Cox has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Simplicity Group Employees
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Tallahassee, FL, US
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Summit, NJ, US
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Nathan Jacobson
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Rachel Smith
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