David Giertz is an accomplished, visionary and inspirational leader with over 30 years’ experience in the financial sector. His action plan involves employing strategies, innovations, and processes for productive growth according to about.me.
Recently, he served the Nationwide Financial Distributors, Inc as its president where he increased the company’s revenue by almost $6B, surpassing P&L targets on onmogul.com. He achieved this by leading the wholesale strategy, dispersal of private-sector Retirement Plans, Annuities, Life Insurance and Mutual funds through Regional firms, wirehouses, IMOs, Independent Brokers, and RIAs.
Before Nationwide, he worked at Citigroup for about ten years. He started off as a financial advisor, then progressed to Area Director and finally to Executive Vice President of Sales at https://ideamensch.com/david-giertz/.
In 2004, David was the leader of Financial Institutions Bank Channel; his responsibility grew to include Wirehouse Distributions Channel in 2009. He grew the revenue from $1.5B to $8B.
Mr. David Giertz is a legally registered Broker with FINRA. A broker is a term used to describe people who work for large brokerage entities. The brokerage firms’ business model is buying and selling securities like mutual funds, stocks, bonds, and related products. They are also registered with FINRA and have rights to engage in securities negotiations on behalf of their clients as brokers or for their account as dealers.
David Giertz is a certified business coach. His Gallup associate engagement score of 4.63 made it to the 87% percentile. He was also able to decrease the number of disengaged employees. In an attempt to promote the spirit of coaching, he certified over 100 leaders as Business Coaches.
David has been linked to several community organizations. He was the chair of Board of Trustees at Millikin University. He was also the chair of the Budget and Finance Committee for nine years. He served The Girl Scouts of Broward County as a Board of Director.
He did a Master of Business Administration Programme from the University of Miami and a Bachelor of Science from Millikin University.