David Golder Email & Phone Number
Managing Partner @ Roth Advisors
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David Golder Location
- Portland, OR, US
David Golder Work
- Managing Partner @ (September 2022 - Present)
- Executive | Board Member | Shareholder @ (April 2022 - Present)
- Regional Vice President @ (March 2021 - September 2022)
- Divisional Vice President | Associate Vice President @ (January 2019 - September 2020)
- Sales Vice President @ (May 2009 - December 2018)
- Regional Sales Director @ (April 2008 - April 2009)
- Associate Regional Director @ (February 2004 - March 2008)
- Vice President - Trust, Insurance and Planning Services @ (June 2000 - January 2004)
David Golder Education
- University of Oregon
Bachelor of Science (Finance)
1988-1993
David Golder Skills
- Leadership
- Sales Coaching
- Life Insurance
- Strategic Planning
- Sales Management
- Marketing Strategy
- P&L Management
- Recruiting
- Estate Planning
- Business Planning
- Retirement Planning
- Long-term Care
- Wealth Management
- Investments
- Communication
- Team Leadership
- Public Speaking
- Time Management
- Management
- Referrals
- Territory Management
- Presentation Coaching
- Group Meeting Planning & ROI
- PPGA, IBD & IMO Insurance Distribution
- Producer and Wholesaler Onboarding
- Annuity Sales
- Fixed Annuities
- Insurance
- Sales
- Series 63
- Mutual Funds
- Series 7
- New Business Development
- Research
- Services
- Planning
- Training
- Long Term Care
- Financial Services
David Golder Summary
- David Golder, based in Portland, OR, US, is currently a Managing Partner at Roth Advisors. David Golder brings experience from previous roles at Sapori Fine Flavors, Equitable and Midland National Life Insurance Company. David Golder holds a 1988 - 1993 Bachelor of Science in Finance @ University of Oregon. With a robust skill set that includes Leadership, Sales Coaching, Life Insurance, Strategic Planning, Sales Management and more. David Golder has 3 emails and 2 mobile phone numbers on RocketReach.
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