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David Stoeffel Location
Philadelphia, PA, US
David Stoeffel Work
2019 -now Senior Vice President Business Development @
2018 -2019 Wealth Management Advisor @
2014 -2017 President and CEO, Northwestern Mutual Investment Services, LLC @
2011 -2014 Vice President, National Sales @
2007 -2011 Vice President, Annuity and Investment Products @
2003 -2006 Senior Managing Director | President of North Track Funds @
1998 -2003 Senior Vice President, Director of Mutual Funds Marketing and Administration @
David Stoeffel Education
The Wharton School
Washington and Lee University
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
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 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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