David Embry Email & Phone Number
CEO and Founder @ Mylo
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David Embry Location
- Kansas City, MO, US
David Embry Work
- 2014 -now CEO and Founder @
- 2026 -now Board Member @
- 2022 -now Global Advisory Board Member @
- 2022 -2026 Board Observer @
- 2019 -2022 Board Member @
- 2011 -2013 President @
- 2004 -2011 Managing Director, Retirement Plan Services @
- 1998 -2004 Vice President, Retirement Plan Services @
- 1995 -1998 Vice President, Regional Manager @
- 1994 -1995 401(k) District Manager @
- 1991 -1994 Institutional Marketing Representative @
David Embry Education
- University of Missouri-Kansas City
MBA (Finance)
1992-1995 - Southwest Baptist University
BS (Business Administration and Finance)
1987-1991
David Embry Skills
- Employee Benefits
- Retirement
- Investments
- Medicare Exchange
- Defined Benefit
- Sales Management
- 401k
- Series 7
- Series 6
- Series 24
- Series 63
- Pensions
- Voluntary Employee Benefits
- Finance
- Financial Services
- Portfolio Management
- Fixed Annuities
- Investment Strategies
- Mutual Funds
- Insurance
- Wealth Management
- Retirement Planning
- Investment Advisory
- Asset Allocation
- Health Insurance
- Securities
- Asset Management
- Relationship Management
- Investment Management
- Financial Advisory
- Life Insurance
- Retirement Plan Consulting
- ERISA
- Alternative Investments
- FINRA
- 401(k) Retirement Savings Plans
- Start-ups
- Team Leadership
- Management
- Voluntary Employee
- Start Ups
- Retirement Plan
- 401k Retirement Savings Plans
- Sales
- Strategic Planning
- 401 Retirement Savings Plans
David Embry Summary
- David Embry, based in Kansas City, MO, US, is currently a CEO and Founder at Mylo. David Embry brings experience from previous roles at PerfectQuote, LifeHikes® and Pendella Technologies. David Embry holds a 1992 - 1995 MBA in Finance @ University of Missouri-Kansas City. With a robust skill set that includes Employee Benefits, Retirement, Investments, Medicare Exchange, Defined Benefit and more. David Embry has 2 emails and 1 mobile phone numbers on RocketReach.
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