David M. Streit
Chief Operating Officer
- Role
- Chief Operating Officer at Sagient
- Location
- Pasadena, CA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About David M. Streit
Chief Operating Officer for two dynamic financial services organizations: Sagient,…
Experience
Chief Operating Officer
Oct 2023 — Present · Beverly Hills, US
Previous firm under new management. Now Sagient
Education
University of Florida
B.S., Business Management
1973 — 1977
Skills
- Management
- Team Leadership
- Small Business
- Client Relations Skills
- Creative Problem Solving
- Investments
- Retirement
- Fixed Annuities
- Sales
- Retirement Planning
- Financial Services
- Leadership
- Estate Planning
- Personal Financial Planning
- Training
- Life Insurance
- Finance
- Operations Management
- Strategic Planning
- Consultative Selling Style
- Sales Management
- Family Office
- Insurance
- Team Management
- Grasp New Concepts Quickly
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.