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Profile
David specializes in program development and presentation creation for Invesco Global Consulting. In addition, he is the coauthor of several books including The Financial Professional’s StoryBook,1 Get Inspired to Retire: Over 150 Ideas to Help You Find Your Retirement,2 and The Language of Trust: Selling Ideas in a World of Skeptics.3
Previously, David was with Van Kampen Investments prior to its combining with Invesco in 2010. He joined Van Kampen in 1997 and served as the senior marketing manager for fixed income, senior loan, and closed-end fund products. Prior to that, he worked for a money management firm in New York City, gaining professional experience in investment marketing, trading, and retail sales. He holds the Series 7, 63, and 79 registrations and a BS in finance with a concentration in investments from Babson College in Wellesley, Massachusetts.
David lives in Geneva, Illinois with his wife, Jacki. He is a member of LPA and the National Auto Sport Association, and enjoys writing, skiing, and photography.
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