David Sufficool
Junior Vice President at The Bailey Group and Financial Professional at Equitable Advisors.
- Role
- Financial Professional at Equitable Advisors
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About David Sufficool
At The Bailey Group, my team and I support lenders by expediting placement of insurance…
Experience
Financial Professional
Jan 2020 — Present · Minneapolis, MN, US
At Equitable Advisors, we help individuals and entities through an all-inclusive planning approach. Equitable’s services allows us to serve all of my client’s needs ranging from life insurance, retirement & estate planning strategies, asset management, long term care as well as strategies for employers and business owners. At Equitable we customize strategies and offer products from hundreds of leading investment and insurance companies. I strive to provide the highest level of service available through helping clients identify and prioritize their financial objectives.Forging lasting relationships with my clients is what can truly make a difference. For decades, Equitable’s financial professionals have taken the human approach to help clients and their loved ones now and for their futures.
Education
St. Cloud State University - Herberger Business School
Bachelor of Science - BS, Accounting; Finance with Emphasis in Real Estate
2013 — 2018
Skills
- Powerpoint
- Microsoft Excel
- Communication
- Mobile Devices
- Social Media
- Training
- Public Safety
- Leadership
- Hospitality
- Accounting
- Microsoft Powerpoint
- Auditing
- Event Planning
- Teamwork
- Tax
- Time Management
- Team Building
- Employee Training
- Public Speaking
- Relationship Building
- Customer Service
- Social Networking
- Diving
- Microsoft Word
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