David Sweigart Email & Phone Number
Senior Wealth Planning Specialisr @ BMO Wealth Management - U.S.
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David Sweigart Location
- Naples, FL, US
David Sweigart Work
- 2022 -now Senior Wealth Planning Specialisr @
- 2017 -2022 Financial Advisor @
- 2013 -2016 Wealth Structuring Specialist @ Merrill Lynch
- 2011 -2013 Estate and Business Planning Consultant @ Smith Companies LTD
- 2004 -2009 President and CEO @ SunTrust Insurance Services, Inc.
- 2001 -2004 President and CEO @ Harris Bancorp Insurance Services, Inc.
- 1998 -2001 Managing Director, Advanced Markets Division @ Banc One Insurance Services, Inc.
David Sweigart Education
- Michigan State University
David Sweigart Skills
- Estate Planning
- Management
- High Net Worth Individuals
- Business Strategy
- Project Management
- Business Development
- Risk Management
- Personal Trusts
- 3Rd Party Sales And Service
- Finance
- Series 66
- Bancassurance
- Series 7
- Life Insurance
- Closely Held Business Succession Planning
- Consulting
- Books
- Insurance
- Sales
- Brokerage
- Net
- Sales Operations
- Serving
- Temporary Placement
- Legal
- Complaints
- Reinsurance
- Third Party
- Revenue
- Design
- Casualty Insurance
- Licensed to Sell Insurance
- Personal Development
- Human Resources
- Collaborative
- Res
- Profit
- Forecasting
- CLU
- Cell
- Atlanta
- Individual Life
- From Scratch
- Strategy
- ChFC
- FINRA
- Budgeting
- Variable
- Property
- Policy
- Disability Insurance
- Documentation
- Distribution Systems
- American
- Field Service
- Capital
- Commercial Real Estate
- Chicago
- High Performance Computing
- Sales Coaching
- Los Angeles
- Tactics
- Advertising Agency
- P&l
- Concepts
- REO
- Wealth Transfer
- Middle Market
- Financial Modeling
- Managerial Finance
- Private Bank
- Series 6
- Operations
- Credit
- Succession Planning
- Contractual Agreements
- Engagement
- Horizontal
- Re Engineering
- Brokers
- CNA
- Annuity Sales
- Staffing Models
- Country
- Responsibility
- Phoenix
- Regulations
- Sales Process
- Distribution
- Portfolio
- Trust
- Orange County
- Operational Planning
- Start Ups
- Tax
- Taxations
- Harris
- Procedure Manuals
- Ancillary Services
- Charter
- Financial Services
- Compliance
- Underwriting
- Agents
- Internal Controls
- Interviews
- Psychotherapy
- Arranging
- Culture
- Risk
- Recruiting
- Selling
- Financial Results
- Dealers
David Sweigart Summary
- David Sweigart, based in Naples, FL, US, is currently a Senior Wealth Planning Specialisr at BMO Wealth Management - U.S.. David Sweigart brings experience from previous roles at Merrill Lynch, Smith Companies LTD and SunTrust Insurance Services, Inc.. David Sweigart holds a Michigan State University. With a robust skill set that includes Estate Planning, Management, High Net Worth Individuals, Business Strategy, Project Management and more. David Sweigart has 2 emails and 7 mobile phone numbers on RocketReach.
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