David Szeremet
Advanced Planning Franchise Player - 32,000 satisfied customers can\'t be wrong
- Role
- Vice President, Advanced Planning at Augustar Life
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About David Szeremet
Helping you win in advanced markets - simply. Estate, business and retirement planning. I’ve got your back.
Experience
Vice President, Advanced Planning
Aug 2023 — Present · Cincinnati, OH, US
Continuation of my leadership role of the Advanced Planning department.
Education
University of Cincinnati College of Law
Doctor of Law - JD
1990 — 1993
Western Michigan University - Haworth College of Business
Bachelor of Business Administration (BBA)
1986 — 1990
Skills
- Retirement Planning
- Investments
- Series 7
- Term Life Insurance
- Financial Services
- Portfolio Management
- Life Insurance
- Series 6
- Insurance
- Mutual Funds
- 401k
- Wealth Management
- Series 63
- Fixed Annuities
- Estate Planning
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