David Szeremet
Vice President, Advanced Planning @Augustar Life
Cincinnati, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2023 — Present
Vice President, Advanced Planning @Augustar Life
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Cincinnati, OH, US
Continuation of my leadership role of the Advanced Planning department.
EDUCATION
1990 — 1993
University of Cincinnati College of Law
Doctor of Law - JD
1986 — 1990
Western Michigan University - Haworth College of Business
Bachelor of Business Administration (BBA)
SKILLS
Retirement PlanningInvestmentsSeries 7Term Life InsuranceFinancial ServicesPortfolio ManagementLife InsuranceSeries 6InsuranceMutual Funds401kWealth ManagementSeries 63Fixed AnnuitiesEstate Planning
ABOUT DAVID SZEREMET
Helping you win in advanced markets - simply. Estate, business and retirement planning. I’ve got your back.
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