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Orange County, California Area United States

Chief Executive Officer at Docitt

Finance / Banking / Insurance

David has over 15 years experience in the financial services industry as a licensed securities, insurance, real estate, and mortgage lending professional. He leads his clients to greater clarity, balance, focus, and confidence by providing customized financial plans to optimize, protect, and contribute to their core, intellectual and financial assets. David is considered an industry expert in the area of capital markets and credit market convergence. He finds great satisfaction and fulfillment in teaching advisors and other professionals how to provide concepts, strategies, and transformational dialogue to their clients. He has taught courses on lending and equity management for Realt...