Senior Retirement Director
Experience
19 Yrs
Dave is a Vice President at State Street Global Advisors and a Senior Retirement Director on the Defined Contributions Intermediary group. He is responsible for building and maintaining key relationships with DC advisors and consultants throughout the Western part of the United States. Dave serves in a valuable capacity for his clients, providing thought leadership on DC trends, distribution opportunities, and acting as both a tactical and strategic consultative partner.
Prior to his current role at State Street, Dave was a Regional Consultant on the institutional sub-advisory team and prior to that a member of the State Street SPDR ETF sales team. Prior to joining State Street, Dave was a Regional Sales Representative with John Hancock Investments. He was responsible for distributing mutual funds, SMAs, DCIO, and 529s.
Dave has a MBA from Babson College and a BA in Economics from Rollins College.