David Brezik
Chief Product Officer @Onboardxi, Inc
Fort Scott, KS, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2023 — Present
Chief Product Officer @Onboardxi, Inc
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EDUCATION
N/A
Indiana University - Kelley School of Business
B.S., Finance
SKILLS
401kProcess ImprovementIrasTrainingCapital MarketsClient Engagement MarketingCustomer ExperienceStrategic ThinkingRetirement Income StrategiesTraining & DevelopmentCross-Functional Team LeadershipRetirement PlanningBusiness DevelopmentRisk ManagementCall Center ManagementSales ManagementLeadershipProduct ManagementFinancial PlanningRetirement MarketingMutual FundsStrategic PlanningDigital MarketingIra Product ManagementFinanceOnline Client ExperienceInvestment ProductsFinancial ServicesPresentation SkillsTeam LeadershipRelationship ManagementWealth ManagementAnnuitiesIra Rollover CaptureConsultingInvestor Education ProgramsStrategyWeb Design
ABOUT DAVID BREZIK
I\'m a co-founder and COO of OnboardXi, Inc. OnboardXi partners with specialized…
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