2017 -
2017 Financial Advisor | Managing Director @
2012 -
2017 Managing Director @
2010 -
2017 Managing Director @
2009 -
2016 Financial Advisor @
2008 -
2009 Life Insurance Agent @
David Norris Sr Education
The University of Olivet
(Business and Personal/Financial Services Marketing Operations)
2006
-
2009
David Norris Sr Skills
Investment Advisory Services
Employee Benefits Design
Succession Planning
Change Management
Critical Thinking
Growth Strategies
New Business Development
Employee Benefits
Leadership
Financial Services
Management
Investments
Finance
Financial Advisory
Life Insurance
Strategic Planning
Securities
401k
403 b
Fiduciary Management
Fiduciary Services
Series 63
Asset Allocation
Asset Management
Non-Qualified Deferred Compensation
Series 7
SEP IRA
series 66
Deferred Compensation
Team Building
Team Leadership
Team Management
Sales Management
Sales Growth
Entrepreneurship
Marketing
Strategy
Non Qualified Deferred Compensation
Training
Financial Analysis
Sales
Troubleshooting
Public Speaking
David Norris Sr Summary
David Norris Sr, based in Lansing, MI, US, was previously a Director of Growth and Acquisition at The Centennial Group. David Norris Sr brings experience from previous roles at Principal Financial Group, Castle Financial Partners and MassMutual. David Norris Sr holds a 2006 - 2009 The University of Olivet. With a robust skill set that includes Investment Advisory Services, Employee Benefits Design, Succession Planning, Change Management, Critical Thinking and more. David Norris Sr has 1 emails and 1 mobile phone numbers on RocketReach.
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