David Giertz: The Finance Guru

David Giertz has accumulated over 30 years’ worth of expertise in the progressive financial service industry. He has on a regular basis leveraged processes, innovation and strategy to build a profitable growth. The State Securities Law Exam, General Industry and Products exam, and the Principal/ Supervisory Exam give him top broker qualifications on moneytips.com.

David began his career with Financial Horizons Security Cooperation between the years 1989 and 1993. From the year 1991 – 1999, he worked with Citicorp Investment services. He then went on to work at Nationwide Investment Services Corporation after being a registered broker with FINRA from 1999. He later served in Dublin, Ohio as Senior VP of Nationwide Financial Distribution and Sales at Nationwide Life Insurance Company.

David Giertz achieved an international level Gallup associate score as a Certified Business Coach with WABC. During this period, he motivated and developed a coaching culture by certifying over 100 leaders to become Business Coaches. He then led the Financial Institutions Bank Channel beginning in 2004 at https://twitter.com/davidgiertz. His channel broadened to include a new channel; the Wirehouse distribution channel. During his time there, he was able to grow the revenue of the company to $8B from $1.5 billion.

According to angel.co, David accredits his success to one very important factor; Networking. There is value in hard work but he strongly recommends networking because that is how he has been able to build such a diverse network of people from extensive backgrounds. He lives by the advice his mum gave to him while he was still in High School. She told him to work hard, be positive and strive to learn something new every day. Despite the skill set gaps and experience deficits that he has come across in his career, his mother’s advice to work hard pushed him to move ahead. Positivity is key for him and has ultimately catalyzed his development.

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