David Kocsis Email & Phone Number
Managing Principal and Retirement Plan Consultant @ Peak Wealth Solutions
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David Kocsis Location
- Cleveland, OH, US
David Kocsis Work
- 2013 -now Managing Principal and Retirement Plan Consultant @
- 2007 -2013 Retirement Plan Consultant @ River Financial Group
- 2005 -2007 Director of Sales and Marketing @
- 2002 -2005 Retirement Plan Sales @
- 2000 -2002 Empoyee Benefits Sales @ New England Financial
David Kocsis Education
- Bowling Green State University
Bachelor of Business Administration (BBA) (Marketing)
1995-1999 - Notre Dame - Cathedral Latin 1992-1995
David Kocsis Summary
- David Kocsis, based in Cleveland, OH, US, is currently a Managing Principal and Retirement Plan Consultant at Peak Wealth Solutions. David Kocsis brings experience from previous roles at River Financial Group, Omega Pensions, Inc., Employers Select Plan and New England Financial. David Kocsis holds a 1995 - 1999 Bachelor of Business Administration (BBA) in Marketing @ Bowling Green State University. David Kocsis has 2 emails and 2 mobile phone numbers on RocketReach.
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