David Frings
Strategic Account Executive | SaaS / FinTech | Client Success, Compliance, & Enterprise Revenue Growth
- Role
- Wealth Advisor at OneDigital
- Location
- El Dorado Hills, CA, US
- LinkedIn followers
- 500 followers
About David Frings
Financial Planning is most powerful when investment strategy, tax planning, and insurance…
Experience
Wealth Advisor
Jul 2024 — Present
Prospected and converted 401(k) plan relationships into wealth management accounts, driving new business revenue-Delivered educational demos/seminars to executive stakeholders and participants, positioning SaaS-based retirement solutions and compliance reporting tools-Acted as strategic partner to 149 institutional clients, ensuring renewals, upsells, and new business wins.
Education
University of the Pacific
Bachelor's Degree
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.