David M. Allen, CFP®
Summary
Accomplished Senior Divisional Vice President with a proven track record of driving results and meeting deadlines in a fast-paced environment. Creative in approach to management, excelling in collaboration, client/group relationship building, and retirement plan design. Exceptionally motivated with strong problem-solving skills, fueling a passion for success. A dedicated and competitive individual, skilled in motivating, coaching, and leading teams to achieve outstanding outcomes.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Senior Divisional Vice President – Gold Coast District
Corebridge Financial
09.2022 - Current
- Recruiting, Coaching and supervision of Financial Advisors, Florida
- Responsible for oversight of the division, compliance, division growth, budget, recruiting, managing net flows, minimizing surrenders
- Managing group relationships, new groups acquisition, mentoring and coaching financial advisors to reach their full potential
- Represent mergers and acquisitions for the company
District Vice President – Gold Coast District
AIG Retirement Services
10.1998 - 09.2023
- Recruiting, Coaching and supervision of Financial Advisors, Florida
- Responsible for managing net flows, minimizing surrenders, mentoring and coaching advisors to reach their full potential
- Recruiting, training, budgeting, managing group relationships and new groups acquisition
- Represent mergers and acquisitions for the company
District Manager – Gold Coast District
PESCO Plus
08.1996 - 10.1998
- Recruiting, Coaching and supervision of Financial Advisors, Florida
- Responsible for managing and developing a strong, successful district
- Mentoring and coaching advisors to reach their full potential
- Recruiting, training, budgeting, managing group relationships and new groups acquisition
- National leader in K-12 markets
- Represent mergers and acquisitions for the company
Financial Advisor
MetLife Resources
03.1990 - 08.1996
- Focus on Broward K-12, acquiring clients and gathering assets
- Production in various lines of business, centered on full service Financial Planning
- Understanding of group retirement plan design
- Lead Financial Advisor, high production in asset acquisition
- Participated in Florida Advisory Board
- Convention Qualifier, each year
- Represent mergers and acquisitions for the company
Account Executive – Ft. Lauderdale, FL
Dean Witter - Reynolds
10.1988 - 03.1990
- Responsible for developing a book of clients through cold calling, prospecting and referrals
- Building investment strategies and managing client accounts
- Growing assets through client acquisition and wealth accumulation
- Represent mergers and acquisitions for the company
Education
Bachelor of Professional Services - Financial Planning
Barry University
Miami Lakes, FL01.2003
undefined
University of Central Arkansas
Conway, AR01.1983
undefined
Ouachita Baptist University
Arkadelphia, AR01.1980
Skills
- Team Building - Leadership
- Organizational development
- Talent acquisition
- Communication
- Problem Solving
Certification
Current NASD Series 7, 24, 63, 65, 51, Life, Health and Variable, Certified Financial Planner
Affiliations
- Serve on the Diversity and Inclusion Committee
- Served on National District Managers Advisory Board
- Served on the National Advisor Board
- Lead National Collaborative Groups
Timeline
Senior Divisional Vice President – Gold Coast District
Corebridge Financial
09.2022 - Current
District Vice President – Gold Coast District
AIG Retirement Services
10.1998 - 09.2023
District Manager – Gold Coast District
PESCO Plus
08.1996 - 10.1998
Financial Advisor
MetLife Resources
03.1990 - 08.1996
Account Executive – Ft. Lauderdale, FL
Dean Witter - Reynolds
10.1988 - 03.1990
undefined
University of Central Arkansas
undefined
Ouachita Baptist University
Bachelor of Professional Services - Financial Planning
Barry University
Similar Profiles
Kurt WagnerKurt Wagner
Senior Underwriting Consultant - Life at Corebridge FinancialSenior Underwriting Consultant - Life at Corebridge Financial
Brittany WagonerBrittany Wagoner
Financial Advisor at Corebridge FinancialFinancial Advisor at Corebridge Financial
Endora PierceEndora Pierce
Sr Reporting Analyst at Corebridge FinancialSr Reporting Analyst at Corebridge Financial