David Peltz Email & Phone Number
Vice President Brokerage
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David Peltz Location
- Hartford, CT, US
David Peltz Work
- 2020 -now Vice President Brokerage @ Compass Financial & Insurance Services Group
- 2018 -now Brokerage Director @
- 2007 -2017 Sales Manager @
- 2001 -2007 Account Manager @
- now Financial Advisor @
David Peltz Education
- University of Rhode Island
(Marketing/Marketing Management, General)
1988-1992 - University of Rhode Island - College of Business Administration
(Business/Commerce, General)
1988-1992
David Peltz Skills
- Sales Management
- Finance
- Term Life Insurance
- Sales
- Life Insurance
- Insurance
- Disability Insurance
- Fixed Annuities
- Whole Life
- Brokers
- Universal Life
- Long-term Care
- Leadership
- Training
- Financial Analysis
- Financial Reporting
- Long Term Care
David Peltz Summary
- David Peltz, based in Hartford, CT, US, is currently a Vice President Brokerage at Compass Financial & Insurance Services Group. David Peltz brings experience from previous roles at Daly Insurance Brokerage Services, LLC, Crump Life Insurance Services, MetLife and Morgan Stanley Wealth Management. David Peltz holds a 1988 - 1992 University of Rhode Island. With a robust skill set that includes Sales Management, Finance, Term Life Insurance, Sales, Life Insurance and more. David Peltz has 2 emails and 4 mobile phone numbers on RocketReach.
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