David Turner Email & Phone Number
Vice President, Business Development and Retirement and Wealth and South Central Region @ Inspira Financial
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David Turner Location
- Texas, United States
David Turner Work
- 2014 -now Vice President, Business Development and Retirement and Wealth and South Central Region @
- 2011 -2014 Retirement Plan Education Consultant @ Retirement Educators, Inc.
- 2010 -2011 Vice President, Institutional Sales - Retirement Services @
- 2009 -2010 Retirement Plan Consultant @ Independent Consultant
- 2000 -2008 Regional Sales Director (Retirement Plans) @
- 1998 -1999 Manager, Compliance (Business Process Solutions Unit) @
- 1988 -1998 Specialist, Benefits Compliance @
David Turner Education
- Kansas State University
BS (Journalism and Mass Communications)
David Turner Skills
- Series 7
- Mutual Funds
- Asset Management
- ERISA
- Retirement
- Investments
- Retirement Planning
- Relationship Management
- Education
- Business Process
- Solutions
- Compliance
- Institutional
- Sales
- Solution Selling
- Recordkeeper Business Development
- Sales Process
- Benefit Distribution
- Participant Education
- 403B Plans
- Public Speaking
- 401K Retirement Education
- Notification Services
- Defined Contribution Plans
- Amounts Under $1000
- Defined Benefit Plans
- Abandoned Plans
- Custody Services
- Nonresponsive Participants
- Self Directed Iras
- What Is A Rollover Ira
- Strategy
- Ira Rollover
- Plan Termination
- Terminating Plans
- Retirement Education
- Address Searches
- Side Car
- How To Roll Over A 401K
- Ira Account Definition
- Search
- Workplace Savings
- Stale Dated Checks
- Automatic Rollover Ira
- Ira Rollover Rules
- Roll Over Ira
- Emergency Savings Fund
- Sales Presentations
- 401K Plan Termination
- Retirement Plan Specialist
- Missing Participants
- 401K Rollover
- Direct Rollover
- Uncashed Checks
- Automatic Rollover
- 403 Plans
- How to Roll Over a 401
- 401 Retirement Education
David Turner Summary
- David Turner, based in Texas, United States, is currently a Vice President, Business Development and Retirement and Wealth and South Central Region at Inspira Financial. David Turner brings experience from previous roles at Retirement Educators, Inc., FOLIOfn Institutional, Independent Consultant and SEI Investments. David Turner holds a BS in Journalism and Mass Communications @ Kansas State University. With a robust skill set that includes Series 7, Mutual Funds, Asset Management, ERISA, Retirement and more. David Turner has 2 emails and 2 mobile phone numbers on RocketReach.
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