Whether you are looking to start a program at your financial institution, or grow your existing program, contact us to learn how Securities America can be a partner.
David joined Securities America in 2014 with more than 20 years of experience in the financial services industry. Prior to joining, he served as an internal wholesaler, external wholesaler, national key account manager and director. His background includes business and financial planning, new business development, marketing planning, special project assignments, plan development and sales. Perez holds a business degree from Washburn University.
800-747-6111, ext. 7119
Zach joined Securities America in October of 2013 after serving as Business Manager at a pharmaceutical marketing organization. Zach is responsible for the day to day operations of the Financial Institutions division, as well as analyzing, coordinating and implementing acquisition efforts across Securities America. Zach graduated with a Bachelor of Science in Finance; financial analysis from Creighton University, and currently holds the Series 7 securities industry license.
800-747-6111, ext. 7117
Jennifer began in 2010 with a Securities America advisor’s Florida Gulf Coast practice, then in 2012 she started working at Securities America. As a senior Gold Star specialist in the Rep Relations Center she provided back office support to our representatives. In her current position as the Sales Coordinator of Financial Institutions, her in-depth understanding of the inner workings of an independent financial practice provides a rock-solid foundation in leading the coordination of all trade shows and marketing-related activities. She acts as a liaison for financial institutions, OSJs and advisors and assists in the recruiting efforts for the financial institutions division.
800-747-6111, ext. 7104