David Giertz is an experienced business leader and financial advisor. He has worked in the financial services industry for over 30 years. Over the years, he has focused on leveraging strategy, innovation, and processes to develop profitable ventures. Giertz is a registered broker with FINRA. He has been operating as a broker/dealer of investment related products, including securities and bonds.
In his most recent position, David served as the president of Nationwide Financial. He was responsible for the organization’s sales and distribution division. Giertz delivered strong operating results for the organization on about.me. He grew its revenue from $11 billion to $17.8 billion. Giertz consistently surpassed the P&L targets. Additionally, he successfully directed the wholesale strategy and distribution of life insurance, retirement plans, specialty markets, annuity, and mutual banks. He achieved this objective via independent dealers, banks, wirehouses, regional firms, RIAs, and IMOs.
Prior to joining Nationwide Financial, Giertz worked for Citigroup for ten years. David launched started his career as a financial services advisor in the company. Subsequently, he rose through the ranks to serve as the area director before serving as the executive vice president in charge of sales. Notably, David consistently surpassed the set company goals on sales.
Starting in 2004, he headed the Financial Institutions Bank channel. Giertz’s channel grew to comprise the Wirehouse distribution channel on onmogul.com. He grew its revenue from $1.5 billion to $8 billion.
David achieved a remarkable Gallup associate engagement score as a certified business coach with WABC. Moreover, David Giertz promoted a culture of coaching by certifying over 100 leaders as business coaches.
In his successful career, he has engaged in several community organizations. Previously, he was the chair of Millikin University’s board of trustees. David chaired the organization’s budget and finance committee during his tenure. Moreover, David is an industry arbitrator with FINRA at https://ideamensch.com/david-giertz/. Formerly, he served on the Girl Scouts of Broward County and the Fort Lauderdale Chamber of Commerce’s board.