Meet Dave, an energetic and passionate financial services aficionado with over 20 years of industry experience. His reputation within the financial services industry is second to none, from experience trading complex derivatives in 5 and 10-year bond options, IWM and Russell indices, Live Cattle and stock in the S&P 500 index; to building people-oriented, positive teams while managing expanding operations in multiple business ventures.
In 2019, Dave joined the Rose Street Advisors’ Life Insurance team as an Advisor. His daily role finds him regularly working to help individuals and organizations plan for future transitions utilizing life insurance in strategic, forward-thinking ways.
Dave holds a degree in Economics from Kalamazoo College. Prior to joining Rose Street Advisors, he ran Trading Operations at the Chicago Mercantile Exchange.