Deep Enrich
David B Panko III, CFP
Assistant Brand Manager
439 followers
Cincinnati Metropolitan Area
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About me
Senior Vice President Wealth Management
Education
Northern Kentucky University
1994 - 1998B.S. Business and Marketing
Xavier University
2018 - 2020Master of Business Administration - MBA Business Intelligence
The American College
2010 - 2011Certified Financial Planner Certificate Financial Planning and Services
Experience
Hasbro
Jan 1998 - Jan 2000Assistant Brand Manager
Learning Curve International
Jan 2000 - Jan 2002Brand Manager
Standard Publishing
Jan 2004 - Jan 2006Marketing MangerNational Underwriter
Jan 2006 - Jan 2007Marketing MangerMetLife Investors
Mar 2007 - Dec 2011Financial Services Representative, Investment Advisor
GPS Wealth Management, LLC
Dec 2011 - Dec 2016Certified Financial Planner, Financial Services Representative, Investment Advisor RepresentativeAmeritas Investment Corp.
Dec 2016 - Jul 2021Sr. Manager Practice Management and Business Consultant working with partners, advisor and office staff in the financial services industry to drive sales and revenue through office efficiency, technology and client experience
Sr. Manager Practice Management and Business Consultant
Oct 2018 - Jul 2021Sr. Platform Consultant
Dec 2016 - Jul 2021
Prosperity Capital Advisors
Jul 2021 - Oct 2022Senior Vice President Client Experience
May 2022 - Oct 2022Vice President - RIA Business Development
Jul 2021 - Jun 2022
C2P Enterprises
Oct 2022 - Aug 2024Senior Vice President Investment Distribution
Firefighters First Credit Union
Aug 2024 - nowSenior Vice President Wealth Management
Licenses & Certifications
Series 24
FINRAOct 2016Series 63
FINRAApr 2007Series 65
FINRAMar 2012Series 7
FINRAOct 2009Series 6
FINRAMar 2007
Certified Financial Planner
CFP BoardAug 2015
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