David Ocasio has been working as a Senior Annuity Wholesaler at Kestler Financial Group since 2005. Additionally, this expert has on-the-job experience at more than three companies using similar skills. David has a total work experience of 13+ years. David Ocasio studied at the American College of Financial Services from 2015. Now they live in Purcellville, Virginia region. You can find this expert's current email address and number with our search.
Name variants:
Daved Ocasio,
Dayvid Ocasio,
Dave Ocasio,
Davey Ocasio,
Davie Ocasio,
Davy Ocasio
Last updated Apr 30, 2024
Contact Information
Last Update
Jul 11, 2022
Email
do**@kestlerfinancial.com
Location
Purcellville, VA
Company
Workplace
Colleagues
Work History
Senior Annuity Wholesaler
1608 Village Market Blvd southeast, Leesburg, VA 20175
Kestler Financial Group is a fiercely independent marketing organization. Kestler Financial is also the largest Office of Supervisory Jurisdiction for Centaurus Financial, a broker-dealer b...
Aug 2005 — Dec 2017
Vp, Senior Advisor Consultant, Annuity Division
3535 Grandview Pkwy SUITE 600, Birmingham, AL 35243
Highland Capital Brokerage (formerly Kestler Financial Group) is an Independent Distribution Company. We help advisors develop capital preservation plans for their clients throughout the cou...
from Aug 19, 2005
Marketing Representative
Advisors IG was an IMO for Allianz Life. I started as a recruiter then moved onto the Marketing department. I helped advisors enhance and increase their EIA business with Allianz Life.
Jan 2004 — Aug 2005
Education
1995 — 1999
Occupations
Executive
Vice President
Senior Advisor
Counselor
Sales Specialist
Agent
Chief Executive
Advisor
Sales Representative
Skills
Financial Planning
Insurance
Retirement Planning
Retirement
Investments
Annuities
Annuity
Term Life Insurance
Fixed Annuities
Wealth Transfer
401K
Ira's
Insurance Planning
Retirement Income Strategies
Financial Advisory
Retirement Solutions
Indexed Annuities
Equity Indexed Annuities
Annuity Sales
Income Distribution
Wealth Accumulation
Retirement Plan Consulting
Strategic Financial Planning
Iras
Life Insurance
Variable Annuities
Wealth
Financial Planners
Health Insurance
Series 6
Series 63
Sales
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