Dave E Pentek

Financial Advisor

We found the following information about Dave E Pentek at Benevest, Inc., where the professional has worked as a Senior Account Executive since 2013. Dave's total work experience is over 25 years, during which time Dave had at least seven jobs at different companies to develop skills. Dave studied at the University of Wisconsin - Stevens Point from 1979 to 1983. Currently, Dave E Pentek lives in Appleton, Wisconsin. You can contact with Dave by looking for phone or email address or find additional info by requesting access to this person's additional details.
Name variants:
David Pentek
Last updated May 04, 2024

Contact Information

Last Update
Jul 7, 2022
Email
dp**@finsvcs.com
Location
Appleton, WI
Company

Workplace

BeneVest, Inc.
Senior Account Executive

Industry

Financial Services

Work History

Senior Account Executive

Senior Investment Specialist for Individuals and Business Markets.
Dec 2013 — Oct 2015

Financial Advisor

2050 Riverside Dr SUITE 303, Green Bay, WI 54301
Creating comprehensive Financial Strategies for Retirement Planning, 401K's,Executive Benefits, Business Protection / Transitions and Estate Planning Strategies.
from Oct 2015

Financial Services Professional

6522 Grand Teton Plz, Madison, WI 53719
I offer provide an analysis of your current financial situation and help you: Identify financial goals and concerns Illustrate what is being done to reach your goals and deal with concern...
Dec 2008 — Feb 2014

District Manager and Financial Advisor

6522 Grand Teton Plz, Madison, WI 53719
Comprehensive Financial Strategies for Retirement Planning, Executive Benefits, Business Transition and Estate Preservation.
Nov 2010 — Dec 2013

Sales Manager

Recruiting, training and managing sales growth.
2008 — 2010

Agency Sales Director

200 Park Ave, New York, NY 10016
Recruiting, Training and Managing agency staff and sales growth.
Nov 2000 — Dec 2008

Director of Fleet Services

Hci
Managed a fleet of mobile medical services nationwide
1990 — 1994

Education

Occupations

Financial Broker
Financial Consultant
Sales Specialist
Senior Account Executive
Accountant
Finance and Accounting Specialist
Executive
Financial Services Professional
Financial Services Sales Agent
Senior Customer Service Representative
Customer Service
Accounting Bookkeeper
Bookkeeper

Skills

Retirement Planning
Disability Insurance
Retirement
Long Term Care Insurance
Insurance
Financial Services
401K
Investments
Estate Planning
Securities
Portfolio Management
Life Insurance
Fixed Annuities
Sales
Finance
Wealth Management

FAQs about Dave E Pentek

What's the profession of Dave E Pentek?

This professional's job is Financial Advisor

What are the main profession of This expert?

These person's professions are Financial Broker and Financial Consultant

Where does Dave E Pentek currently live?

Appleton, Wisconsin is the place where Dave E Pentek currently lives

Does Dave have the email address?

dp**@finsvcs.com is The professional's email address.

Where did Dave E Pentek work?

This expert worked at Benevest, Inc., New Wall Street.

Where has Dave E Pentek studied?

Dave studied at the University of Wisconsin - Stevens Point from 1979 to 1983.

What languages does Dave E Pentek speak?

Dave E Pentek speaks English.

What is professional industry that Dave E Pentek worked in?

This person works in Financial Services industry.
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