Financial Advisor - Managing Associate @ Lifetime Financial Growth of Indianapolis, LLC (April 2024 - June 2026)
Director of Training and Development @ (May 2017 - December 2023)
Financial Representative @ (September 2012 - May 2017)
Associate Financial Representative @ (August 2011 - September 2012)
Vice President @ Black Tie Courier (October 2005 - August 2011)
David Speckman Education
Hamilton Southeastern
David Speckman Skills
Financial Analysis
Strategic Financial Planning
Finance
Financial Modeling
Insurance
Investments
Securities
Retirement Planning
Mutual Funds
Loans
Mortgage Lending
Real Estate
Credit
Wealth Management
Business Development
Public Speaking
Training
JavaScript
SQL
David Speckman Summary
David Speckman, based in Indianapolis, IN, US, is currently a Senior Partner - Financial Advisor at WestPoint Financial Group. David Speckman brings experience from previous roles at Lifetime Financial Growth of Indianapolis, LLC, WestPoint Financial Group and Northwestern Mutual. David Speckman holds a Hamilton Southeastern. With a robust skill set that includes Financial Analysis, Strategic Financial Planning, Finance, Financial Modeling, Insurance and more. David Speckman has 2 emails and 2 mobile phone numbers on RocketReach.
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