Vice President, National Sales Director
Drawing on his expertise in ERISA compliance, consulting, investment management sales, and participant education, David brings 25 years of financial services industry experience to the firm. He is responsible for developing business relationships nationwide with key retirement plan intermediaries including recordkeepers and retirement plan focused financial advisor firms.
Prior to joining Millennium Trust, he held various retirement-focused positions, including regional sales director at SEI Investments and internal consultant at American Airlines.
David holds a bachelor’s degree in journalism and mass communications from Kansas State University. He received formal certification in ERISA-qualified plans from The Philadelphia Institute for Employee Benefits Training and has previously held the FINRA Series 7, 63 and 65 licenses.