David Plaisance Email & Phone Number
VP and Life Insurance Agent
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David Plaisance Location
- Asheville, NC, US
David Plaisance Work
- 2010 -now Advisor Representative @
- 1996 -now VP and Life Insurance Agent @ Business-Estate Underwriters, Inc.
- 2003 -2009 VP and Advisor Representative @ Financial Strategic Decisions, Inc.
- 1986 -1996 Assistant Manager, General Manager @ Tripps
- 1981 -1985 Relief Manager @ Kentucky Fried Chicken
- 1983 -1985 Alcohol Beverage Manager @ Chapel Hill Country Club
David Plaisance Education
- University of North Carolina at Chapel Hill
(Chemistry)
1980-1985 - TC Roberson HS 1976-1979
David Plaisance Skills
- Strategic Financial Management
- Employee Benefits Design
- Executive Benefit Strategies
- Self Directed IRA
- Simple IRA
- SEP IRA
- Roth IRAs
- Traditional IRA
- 401(k) Rollovers
- 401(k) Retirement Savings Plans
- Universal Life Insurance
- Term Life Insurance
- Whole Life Insurance
- Evidence-based Management
- Financial Markets
- Financial Planning
- Portfolio Risk Management
- Modern Portfolio Theory
- Fixed Income Portfolio Management
- Portfolio Performance Analysis
- Portfolio Optimization
- Investment Portfolios
- Investment Advisory Services
- Wealth Management
- Investments
- Strategic Financial Planning
- Retirement Planning
- Retirement
- Financial Services
- Leadership
- Investment Advisory
- Long Term Care Insurance
- IRAs
- Finance
- Small Business
- Risk Management
- Investment Strategies
- Estate Planning
- Strategy
- Long-term Care
- Training
- Portfolio Management
- Financial Advisory
- Asset Allocation
- Asset Managment
- Insurance
- Disability Insurance
- Employee Benefits
- Pensions
- Securities
- Wealth
- Business Planning
- Mutual Funds
- 401k
- Fixed Annuities
- Investment Management
- Life Insurance
- Series 63
- Alternative Investments
- Wealth Management Services
- Income Protection
- Relationship Management
- Strategic Planning
- Management
- Customer Service
- Buy-sell Agreements
- Long Term Care
David Plaisance Summary
- David Plaisance, based in Asheville, NC, US, is currently a VP and Life Insurance Agent at Business-Estate Underwriters, Inc.. David Plaisance brings experience from previous roles at Waypoint Strategic Advisors, LLC, Financial Strategic Decisions, Inc., Tripps and Kentucky Fried Chicken. David Plaisance holds a 1980 - 1985 University of North Carolina at Chapel Hill. With a robust skill set that includes Strategic Financial Management, Employee Benefits Design, Executive Benefit Strategies, Self Directed IRA, Simple IRA and more. David Plaisance has 4 emails and 4 mobile phone numbers on RocketReach.
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