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David Strom Location
Portland, OR, US
David Strom Work
Managing Director @ (November 2025 - Present)
President @ Prime Retirement Solutions (August 2022 - November 2025)
President @ (January 2015 - August 2022)
Vice President, National Client Services @ (October 2014 - December 2014)
Vice President and Regional Chief Operating Officer @ (May 2012 - October 2014)
Director of Client Relationships @ (January 2012 - May 2012)
Director of Client Services @ (January 2011 - January 2012)
Director Client Relationships @ (January 2008 - January 2010)
Director Compliance Services @ (January 2004 - January 2007)
Manager Compliance Team and Consultant @ (January 1999 - January 2003)
Consultant @ (January 1994 - January 1998)
401(k) Administrator @ (January 1990 - January 1993)
401(k) Administrator @ Integrated Financial (January 1987 - January 1990)
Agency Assistant @ Morton Agency, Inc. (January 1985 - January 1987)
David Strom Education
UCLA
BA (Motion Pictures/Television)
1981-1985
David Strom Skills
Pensions
Retirement
Profit Sharing
Retirement Planning
401k
Strategic Planning
Employee Benefits
ERISA
Leadership
Team Building
Management
Consulting
Retirement Plan Consulting
Defined Benefit
Customer Service
Relationship Management
Benefits Administration
CRM
Strategy
Business Planning
Cash Balance
Defined Contribution
Qualified Retirement Plans
Coaching
Accountability
Offshore Management
Leadership Development
Workshop Facilitation
Superior Client Service
Client Services
Client Service Expertise
Large Group Facilitation
Visioning
Colllaborative Engagement
Tactical Execution
Forward Looking Metrics
401(k) Retirement Savings Plans
401k Retirement Savings Plans
Public Speaking
Research
Business Development
401 Retirement Savings Plans
David Strom Summary
David Strom, based in Portland, OR, US, is currently a Managing Director at Prime Pensions, Inc.. David Strom brings experience from previous roles at Prime Retirement Solutions, Aldrich Retirement Solutions LP and United Retirement Plan Consultants. David Strom holds a 1981 - 1985 BA in Motion Pictures/Television @ UCLA. With a robust skill set that includes Pensions, Retirement, Profit Sharing, Retirement Planning, 401k and more. David Strom has 2 emails and 2 mobile phone numbers on RocketReach.
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