David Serposs Email & Phone Number
Senior Corporate Solutions Advisor @ Balefire Wealth
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David Serposs Location
- Saint Paul, MN, US
David Serposs Work
- Senior Corporate Solutions Advisor @ (June 2026 - Present)
- Financial Advisor Financial Representative and Principal Securities Registered Representative @ (September 2021 - June 2026)
- Financial Representative and Principal Securities Registered Representative @ (September 2021 - November 2021)
- Financial Advisor Financial Representative - Principal Securities Registered Representative @ JJ Swanson Advisory Group (September 2021 - June 2026)
- Vice President - Institutional Solutions @ (January 2019 - September 2021)
- Regional Vice President @ Advantus Capital Management (January 2015 - December 2018)
- Regional Sales Consultant - West @ Securian Financial Group (June 2013 - December 2014)
- New Client Specialist @ (June 2011 - June 2013)
- Financial Representative @ (May 2010 - May 2011)
David Serposs Education
- St. Cloud State University
Bachelor of Science - BS (Bachelor of Science in Marketing)
2007-2010 - University of Minnesota Duluth
Psychology (Psychology)
2005-2007
David Serposs Skills
- Insurance
- Sales
- Customer Service
- Financial Services
- Retirement Planning
- Strategic Financial Planning
- Finance
- Leadership
- Marketing Strategy
- Securities
- Financial Planning
- Microsoft Excel
- Financial Advisory
- Team Leadership
- Series 7
- Salesforce.com
- Marketing
- Investments
- Strategic Financial
David Serposs Summary
- David Serposs, based in Saint Paul, MN, US, is currently a Senior Corporate Solutions Advisor at Balefire Wealth. David Serposs brings experience from previous roles at Principal Financial Group, JJ Swanson Advisory Group and Securian Asset Management. David Serposs holds a 2007 - 2010 Bachelor of Science - BS in Bachelor of Science in Marketing @ St. Cloud State University. With a robust skill set that includes Insurance, Sales, Customer Service, Financial Services, Retirement Planning and more. David Serposs has 2 emails and 1 mobile phone numbers on RocketReach.
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David Serposs
Senior Corporate Solutions Advisor
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