David Stoeffel
Senior Vice President Business Development at The American College of Financial Services | Greater Philadelphia
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David Stoeffel serves as the Senior Vice President of Business Development at The American College of Financial Services, where he leverages over three decades of experience in the financial services industry to drive strategic initiatives and foster growth. With a robust background that encompasses investment advisors, mutual funds, and broker-dealers, David is adept at navigating the complexities of the financial landscape. His leadership is pivotal in advancing the College's mission to elevate professionalism within the industry through comprehensive education and ethical practices.
In his current role, David spearheads key projects aimed at enhancing the College's educational offerings and expanding its reach within the financial services community. He is instrumental in developing innovative programs that address the evolving needs of financial professionals, particularly in light of regulatory changes such as the Department of Labor Fiduciary Rule. His expertise in new product development and government relations enables him to create solutions that not only comply with industry standards but also empower financial advisors to better serve their clients.
David's commitment to cultural awareness and interpersonal communication fosters a collaborative environment, allowing for the exchange of ideas and best practices among industry stakeholders. His strategic vision and ability to lead organizations through change have positioned The American College of Financial Services as a thought leader in financial education. As he continues to champion ongoing learning and ethical practices, David remains dedicated to enhancing the overall quality of service within the financial sector, ultimately benefiting society as a whole.
Senior Vice President Business Development at The American College of Financial Services in August 2019 to Present
Wealth Management Advisor at Northwestern Mutual in August 2018 to August 2019
President and CEO, Northwestern Mutual Investment Services, LLC at Northwestern Mutual in July 2014 to July 2017
Vice President, National Sales at Northwestern Mutual in January 2011 to January 2014
Vice President, Annuity & Investment Products at Northwestern Mutual in January 2007 to January 2011
Senior Managing Director | President of North Track Funds at Ziegler in January 2003 to January 2006
Senior Vice President, Director of Mutual Funds Marketing and Administration at Nomura Asset Management in January 1998 to January 2003
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Mutual Funds
Financial Services
Investments
Series 7
Securities
Financial Planning
Retirement Planning
Wealth Management
Insurance
Series 63
FINRA
Fixed Annuities
Finance
Sales Management
Retirement
M&A Due Diligence
Vendor Management
Contract Negotiations
Series 65
CLU
ChFC
Brokerage
Investment Advisory
Government Relations
Lobbying
DOL Solutions
Multi-year Transformation Initiatives
Corporate Governance / Compliance
Sales Distribution Management
Department of Labor Fiduciary Rule (DOL) Solutions
Workforce Restructuring
New Product Development
Diversity Initiatives
Product Development
Strategic Partnerships
Leadership
Diversity & Inclusion
Interpersonal Communication
Cultural Awareness
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Discover more about The American College of Financial ServicesWhat is David Stoeffel email address?
Email David Stoeffel at [email protected]. This email is the most updated David Stoeffel email found in 2026.
What is David Stoeffel phone number?
David Stoeffel phone number is +14146886848 and +16105261459.
How to contact David Stoeffel?
To contact David Stoeffel send an email to [email protected]. If you want to call David Stoeffel try calling on +14146886848 and +16105261459. (updated on November 04, 2024)
What company does David Stoeffel work for?
David Stoeffel works for The American College of Financial Services
What is David Stoeffel's role at The American College of Financial Services?
David Stoeffel is Senior Vice President Business Development
What industry does David Stoeffel work in?
David Stoeffel works in the Financial Services industry.
David Stoeffel Email Addresses
David Stoeffel Phone Numbers
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