David Lokai Email & Phone Number
Managing Director, National Sales @ Momentum Wealth Partners
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David Lokai Location
- New York, NY, US
David Lokai Work
- Managing Director, National Sales @ (October 2024 - Present)
- Divisional Market Director @ (April 2023 - October 2024)
- Director Business Development @ (October 2016 - March 2023)
- Regional Sales Manager @ (January 2013 - October 2016)
- Regional Director Financial Planning @ (October 2007 - April 2013)
- Senior Investments Wholesaler @ (December 1999 - February 2007)
- Mutual Funds and Annuity Wholesaler @ (October 1992 - December 1999)
David Lokai Education
- Wayland Baptist University
Bachelor's degree, Business Administration and Management, General (Business Administration and Management, General)
1982-1984
David Lokai Skills
- Life Insurance
- Banking
- Wealth Management
- Series 7
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Strategic Financial Planning
- Series 63
- Financial Services
- Bonds
- Sales
- Financial Advisory
- Retirement Planning
- Wealth Management Services
- Asset Allocation
- Fixed Annuities
- Alternative Investments
- Securities
- 401k
- Insurance
- Investment Advisory
- Series 65
- Equities
- Pensions
- Hedge Funds
- ETFs
- Finance
- Fixed Income
- Uniform Combined State Law
- Relationship Management
- Series 6
- Investment Strategies
- High Net Worth Individuals
- FINRA
- Asset Management
- Loans
- Long-term Care
- Investment Management
- Estate Planning
- Series 24
- Variable Annuities
- Financial Planners
- Wealth
- Credit
- IRAs
- Mortgage Lending
- Financial Planning
- Long Term Care
David Lokai Summary
- David Lokai, based in New York, NY, US, is currently a Managing Director, National Sales at Momentum Wealth Partners. David Lokai brings experience from previous roles at Elite Consulting Partners, Gladstone Wealth Partners and PNC. David Lokai holds a 1982 - 1984 Bachelor's degree, Business Administration and Management, General in Business Administration and Management, General @ Wayland Baptist University. With a robust skill set that includes Life Insurance, Banking, Wealth Management, Series 7, Investments and more. David Lokai has 3 mobile phone numbers on RocketReach.
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David Lokai
Managing Director, National Sales
New York, NY, US
Top Momentum Wealth Partners Employees
David Lokai
Managing Director, National Sales
New York, NY, US
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