David Janszen Email & Phone Number
Senior Central Supervisory Principal (OSJ)
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David Janszen Location
- Cincinnati, OH, US
David Janszen Work
- Senior Central Supervisory Principal (OSJ) @ BANKERS LIFE SECURITIES GENERAL AGENCY, INC. (July 2023 - Present)
- Business Controls Manager, Vice President @ Fifth Third Wealth and Asset Management (July 2021 - July 2023)
- Disclaimer... @ (January 2004 - July 2023)
- Institutional and Operations Manager, Vice President @ (August 2015 - July 2021)
- Assistant Vice President and Investment Support Manager @ (January 2010 - August 2015)
- Licensed Investment Support Specialist @ (January 2004 - January 2010)
David Janszen Education
- Northern Kentucky University
Master of Business Administration - MBA (Business Administration)
2003-2007 - Xavier University
Bachelor of Arts - BA (Liberal Arts)
1994-1998
David Janszen Skills
- Six Sigma Green Belt
- Operations Management
- FINRA SERIES 53, SERIES 63 SERIES 24, SERIES 7 & SERIES 66
- Life & Health Insurance Licenses
- Series 7
- Sales Operations
- Investment Banking
- Banking
- Asset Allocation
- Mutual Funds
- Project Management
- Standard Operating Procedure (SOP)
- Regulatory Compliance
- Fixed Annuities
- Business Planning
- Financial Advisory
- Team Leadership
- Team Building
- Team Management
- Cross-functional Team Leadership
- Negotiation
- Coaching
- Leadership
- Customer Service
- People Management
- People Development
- Client Relations
- Working with Brokers
- Communication
- Series 66
- Series 24
- Series 63
- Series 53
- Revenue & Profit Growth
- 401k Rollovers
- Small Business Retirement Planning
- ETFs
- Variable Life
- Qualified Retirement Plans
- Strategic Policy Development
- Compliance Management
- Separately Managed Accounts
David Janszen Summary
- David Janszen, based in Cincinnati, OH, US, is currently a Senior Central Supervisory Principal (OSJ) at BANKERS LIFE SECURITIES GENERAL AGENCY, INC.. David Janszen brings experience from previous roles at Fifth Third Wealth and Asset Management and Fifth Third Securities. David Janszen holds a 2003 - 2007 Master of Business Administration - MBA in Business Administration @ Northern Kentucky University. With a robust skill set that includes Six Sigma Green Belt, Operations Management, FINRA SERIES 53, SERIES 63 SERIES 24, SERIES 7 & SERIES 66, Life & Health Insurance Licenses, Series 7 and more. David Janszen has 1 emails and 2 mobile phone numbers on RocketReach.
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