David Embry Email & Phone Number
CEO and Founder @ Mylo
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David Embry Location
- Kansas City, MO, US
David Embry Work
- CEO and Founder @ (January 2014 - Present)
- Board Member @ (March 2026 - Present)
- Global Advisory Board Member @ (June 2022 - Present)
- Board Observer @ (January 2022 - January 2026)
- Board Member @ (July 2019 - January 2022)
- President @ (November 2011 - December 2013)
- Managing Director, Retirement Plan Services @ (January 2004 - November 2011)
- Vice President, Retirement Plan Services @ (January 1998 - January 2004)
- Vice President, Regional Manager @ (January 1995 - January 1998)
- Institutional Marketing Representative @ (August 1991 - December 1994)
- 401(k) District Manager @ (January 1994 - January 1995)
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®, Pendella Technologies and Pendella. 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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