David Stoeffel Email & Phone Number
Senior Vice President Business Development @ The American College of Financial Services
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David Stoeffel Location
- Philadelphia, PA, US
David Stoeffel Work
- Senior Vice President Business Development @ (August 2019 - Present)
- Wealth Management Advisor @ (August 2018 - August 2019)
- President and CEO, Northwestern Mutual Investment Services, LLC @ (July 2014 - July 2017)
- Vice President, National Sales @ (January 2011 - January 2014)
- Vice President, Annuity and Investment Products @ (January 2007 - January 2011)
- Senior Managing Director | President of North Track Funds @ (January 2003 - January 2006)
- Senior Vice President, Director of Mutual Funds Marketing and Administration @ (January 1998 - January 2003)
David Stoeffel Education
- The Wharton School
Securities Industry Institute - Executive Leadership Program
- Washington and Lee University
Bachelor of Arts - BA
David Stoeffel Skills
- Insurance
- Retirement
- FINRA
- Mutual Funds
- Financial Services
- Series 65
- Series 7
- Investments
- Wealth Management
- Vendor Management
- Series 63
- CLU
- Financial Planning
- Securities
- Contract Negotiations
- M&A Due Diligence
- Sales Management
- Retirement Planning
- Finance
- Fixed Annuities
- Brokerage
- ChFC
- Corporate Governance / Compliance
- Cultural Awareness
- DOL Solutions
- Department of Labor Fiduciary Rule (DOL) Solutions
- Diversity & Inclusion
- Diversity Initiatives
- Government Relations
- Interpersonal Communication
- Investment Advisory
- Leadership
- Lobbying
- M&A Due Diligence
- Multi-year Transformation Initiatives
- New Product Development
- Product Development
- Sales Distribution Management
- Strategic Partnerships
- Workforce Restructuring
David Stoeffel Summary
- David Stoeffel, based in Philadelphia, PA, US, is currently a Senior Vice President Business Development at The American College of Financial Services. David Stoeffel brings experience from previous roles at Northwestern Mutual. David Stoeffel holds a Securities Industry Institute - Executive Leadership Program @ The Wharton School. With a robust skill set that includes Insurance, Retirement, FINRA, Mutual Funds, Financial Services and more. David Stoeffel has 2 emails and 1 mobile phone numbers on RocketReach.
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