David Strom Email & Phone Number
Managing Director @ Prime Pensions, Inc.
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David Strom Location
- Portland, OR, US
David Strom Work
- 2025 -now Managing Director @
- 2022 -2025 President @ Prime Retirement Solutions
- 2015 -2022 President @ Aldrich Retirement Solutions LP
- 2014 -2014 Vice President, National Client Services @ United Retirement Plan Consultants
- 2012 -2014 Vice President and Regional Chief Operating Officer @ United Retirement Plan Consultants
- 2012 -2012 Director of Client Relationships @
- 2011 -2012 Director of Client Services @
- 2008 -2010 Director Client Relationships @
- 2004 -2007 Director Compliance Services @
- 1999 -2003 Manager Compliance Team and Consultant @
- 1994 -1998 Consultant @
- 1990 -1993 401(k) Administrator @
- 1987 -1990 401(k) Administrator @ Integrated Financial
- 1985 -1987 Agency Assistant @ Morton Agency, Inc.
David Strom Education
- University of California, Los Angeles
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 @ University of California, Los Angeles. 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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