David Streit Location
- Pasadena, CA, US
David Streit Work
- 2023 -now Chief Operating Officer @
- 2023 -now Chief Operating Officer @
- 2010 -now Executive Director @ Patti's Way Chartiable Foundation
- 2018 -2023 Director Of Operations @ Fraser Financial Group
- 2018 -2023 Director of Operations @ Fraser Financial Group
- 2013 -2018 Director Project Management @ Fraser Financial Group
- 2013 -2018 Director - Project Management @
- 2010 -2013 Director Advanced Sales @ Fraser Financial Group
- 2012 -2013 Manager @ Single Family Office
- 2011 -2013 Board Member, Treasurer @
- 2010 -2012 Director - Advanced Sales @
- 2007 -2009 Production Manager @
- 2004 -2006 Sales Manager and Personal Producer @ Freedom Financial Group
- 1997 -2004 Divisional VP @ AXA Advisors
David Streit Education
- University of Florida
B.S. (Business Management)
1973-1977
David Streit Skills
- Retirement Planning
- Estate Planning
- Investments
- Finance
- Life Insurance
- Personal Financial Planning
- Training
- Family Office
- Sales Management
- Operations Management
- Team Management
- Consultative Selling Style
- Creative Problem Solving
- Client Relations Skills
- Team Leadership
- Grasp New Concepts Quickly
- Financial Services
- Small Business
- Management
- Sales
- Fixed Annuities
- Retirement
- Insurance
- Leadership
- Strategic Planning
- Change Management
David Streit Summary
- David Streit, based in Pasadena, CA, US, is currently a Chief Operating Officer at Sagient. David Streit brings experience from previous roles at Pacific Reach, Patti's Way Chartiable Foundation and Fraser Financial Group. David Streit holds a 1973 - 1977 B.S. in Business Management @ University of Florida. With a robust skill set that includes Retirement Planning, Estate Planning, Investments, Finance, Life Insurance and more. David Streit has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Sagient Employees
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