David Modjeski
Vice President of Sales, Business Development & Firm Level Recruiting at VantagePointe Financial Group | Greater Milwaukee
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David Modjeski serves as the Vice President of Sales, Business Development, and Firm Level Recruiting at VantagePointe Financial Group, where he leverages his extensive expertise in organizational development and sales leadership to foster a robust and ethical business environment. With a keen focus on recruiting top-tier financial services professionals, David plays a pivotal role in shaping the firm’s growth trajectory. His strategic approach to advisor recruitment not only enhances the firm’s talent pool but also ensures that new hires align with the high ethical standards that VantagePointe upholds.
In his current role, David is instrumental in developing comprehensive marketing and operational business plans tailored to the unique needs of financial advisors. By implementing innovative coaching strategies, he empowers advisors to excel in their practices, particularly in areas such as retirement planning, 401(k) retirement plans, and group benefits. His deep understanding of financial advisory services, combined with his proficiency in Series 6 licensing and defined benefit plans, positions him as a trusted leader in the industry.
Key projects under David's leadership include the launch of targeted recruitment initiatives that not only attract skilled professionals but also foster a culture of continuous learning and ethical practice within the firm. His commitment to professional development and sales excellence ensures that VantagePointe Financial Group remains at the forefront of the financial services sector, ready to meet the evolving needs of clients while maintaining a steadfast dedication to integrity and service. David’s vision and leadership continue to drive the firm’s success, making him a vital asset in the competitive landscape of financial advisory services.
Vice President of Sales, Business Development & Firm Level Recruiting at VantagePointe Financial Group in October 2016 to Present
Managing Sales Director at MassMutual Financial Group in July 2016 to September 2016
Owner & Business Consultant at Seven Hills Financial Services, LLC in May 2007 to September 2016
Managing Sales Director at MetLife in August 2014 to July 2016
Field Representative & Financial Advisor at Guardian Life Insurance in May 2007 to August 2014
Financial Advisor at AXA Advisors in August 2000 to April 2007
Team Developer at American TV in November 1995 to December 1999
Sales Representative at Pepsi Cola General Bottlers in January 1993 to January 1995
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Advisor Recruitment
Sales Management
Accountability Coaching
Practice Development
Process Management
Team Development
Organizational Leadership
Finanical Advisor Coaching
Recruiting
Wealth Management Services
Estate Conservation Strategies
Executive Bonus Programs
Qualified Retirement Plans
Investment Strategies
Retirement Income Strategies
Business Succession Strategies
Financial Services
Life Insurance
Long Term Care Insurance
Disability Income Insurance
Series 6
Series 7
Series 66
401(k) Rollovers
Financial Advisory
Asset Allocation
Alternative Investments
Employee Benefits
Financial Planners
Retirement
Securities
Permanent Life Insurance
Whole Life
Universal Life Insurance
Term Life Insurance
Finance
401(k) Retirement Plans
Mutual Funds
Variable Annuities
Fixed Annuities
Defined Benefit
Pensions
Defined Contribution Plans
IRAs
Group Benefits
Asset Management
Wealth Management
Wealth Accumulation
Investment Advisory
Risk Management
Investments
Health Insurance
Critical Illness
Insurance
Million Dollar Round Table
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Discover more about VantagePointe Financial GroupWhat is David Modjeski email address?
Email David Modjeski at [email protected] and [email protected]. This email is the most updated David Modjeski email found in 2026.
What is David Modjeski phone number?
David Modjeski phone number is +12625364188 and +14147181807.
How to contact David Modjeski?
To contact David Modjeski send an email to [email protected] or [email protected]. If you want to call David Modjeski try calling on +12625364188 and +14147181807. (updated on October 29, 2024)
What is David Modjeski net worth?
David Modjeski has an estimated net worth of $375,000 to $499,999
What company does David Modjeski work for?
David Modjeski works for VantagePointe Financial Group
What is David Modjeski's role at VantagePointe Financial Group?
David Modjeski is Vice President of Sales, Business Development & Firm Level Recruiting
What industry does David Modjeski work in?
David Modjeski works in the Financial Services industry.
David Modjeski Email Addresses
David Modjeski Phone Numbers
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