David Ritchey Location
- Westfield, IN, US
David Ritchey Work
- 2022 -now Divisional Vice President @
- 2018 -2022 Senior Investment Strategy Advisor - Central Region @
- 2013 -2018 Alternative Distribution Executive @
- 2012 -2013 Investment Advisor Representative - President @ Red Oak Wealth Management, LLC
- 2010 -2012 Divisional Vice President @
- 2007 -2010 Regional Vice President @
- 2005 -2007 Regional Vice President @
- 2001 -2005 Select Markets Director @
David Ritchey Education
- Global Institute of Organizational Coaching
(Global IOC Core Corporate Coaching Program)
2020 - Otterbein University
Bachelor of Arts - BA (Business Finance)
David Ritchey Skills
- Mutual Funds
- Retirement Planning
- Series 7
- Asset Allocation
- Qualified Retirement Plans
- Investment Management
- Team Leadership
- Income Protection
- Sales Presentations
- Team Management
- Licensed Life & Health Insurance Agent
- Education Funding
- Asset Managment
- Problem Solving
- Collaborative Problem Solving
- Business Acquisition
- Alternative Investments
- Private Equity
- 401k
- Asset Management
- Estate Planning
- Insurance
- Financial Planning
- Fixed Annuities
- Financial Services
- Financial Advisory
- Banking
- Investments
- Life Insurance
- Risk Management
- Series 63
- Retirement
- Strategic Financial Planning
- 401(k) Retirement Savings Plans
- Wealth Management
- Securities Regulation
- Variable Annuities
- Coaching
- Sales Coaching
- Business Relationship Management
- MLP
- Securities
- Investment Strategies
- Financial Goals
- Wealth Management Services
- Fixed Income
- Business Development
- Relationship Building
- Leadership
- Sales Management
David Ritchey Summary
- David Ritchey, based in Westfield, IN, US, is currently a Divisional Vice President at Symetra. David Ritchey brings experience from previous roles at SS&C Technologies, Red Oak Wealth Management, LLC and AIG Retirement Services. David Ritchey holds a Global Institute of Organizational Coaching. With a robust skill set that includes Mutual Funds, Retirement Planning, Series 7, Asset Allocation, Qualified Retirement Plans and more. David Ritchey has 3 emails and 3 mobile phone numbers on RocketReach.
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