David Strom Email & Phone Number
Managing Director @ Prime Pensions, Inc.
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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 @ Aldrich Retirement Solutions LP (January 2015 - August 2022)
- Vice President, National Client Services @ United Retirement Plan Consultants (October 2014 - December 2014)
- Vice President and Regional Chief Operating Officer @ United Retirement Plan Consultants (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
- 401(k) Profit Sharing Plans
- 401(k) Retirement Savings Plans
- 401k
- 403(b) Plans
- Accountability
- Benefits Administration
- Business Planning
- CRM
- Cash Balance
- Cash Balance Pension Plans
- Client Service Expertise
- Client Services
- Coaching
- Colllaborative Engagement
- Consulting
- Customer Service
- Defined Benefit
- Defined Contribution
- ERISA
- Employee Benefits
- Forward Looking Metrics
- Large Group Facilitation
- Leadership
- Leadership Development
- Management
- Offshore Management
- Pensions
- Profit Sharing
- Qualified Retirement Plans
- Relationship Management
- Retirement
- Retirement Plan Consulting
- Retirement Plan Design and Consulting
- Retirement Planning
- Strategic Planning
- Strategy
- Superior Client Service
- Tactical Execution
- Team Building
- Visioning
- Workshop Facilitation
- 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 401(k) Profit Sharing Plans, 401(k) Retirement Savings Plans, 401k, 403(b) Plans, Accountability and more. David Strom has 2 emails and 2 mobile phone numbers on RocketReach.
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