David Altimont
Partner, Managing Director at Creative Planning Retirement Services- Claim this Profile
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Bio
Mark Greenway
David is one of those rare advisors with both a keen insight into the inner working of the financial industry and a knack for helping his clients choose the most appropriate funds for their plan. Under David's guidence our qualified and non-qualified plans have grown with above average performance against their benchmarks.
Mark Greenway
David is one of those rare advisors with both a keen insight into the inner working of the financial industry and a knack for helping his clients choose the most appropriate funds for their plan. Under David's guidence our qualified and non-qualified plans have grown with above average performance against their benchmarks.
Mark Greenway
David is one of those rare advisors with both a keen insight into the inner working of the financial industry and a knack for helping his clients choose the most appropriate funds for their plan. Under David's guidence our qualified and non-qualified plans have grown with above average performance against their benchmarks.
Mark Greenway
David is one of those rare advisors with both a keen insight into the inner working of the financial industry and a knack for helping his clients choose the most appropriate funds for their plan. Under David's guidence our qualified and non-qualified plans have grown with above average performance against their benchmarks.
Credentials
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Certified Behavioral Finance Analyst
Allianz Global Investors Center for Behavioral Finance
Experience
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Creative Planning Retirement Services
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United States
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Financial Services
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1 - 100 Employee
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Partner, Managing Director
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Jan 2023 - Present
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Partner - Lockton Retirement Services
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Jan 2022 - Jan 2023
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Lockton Retirement Services
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United States
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Financial Services
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1 - 100 Employee
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Senior Vice President - Lockton Retirement Services - Dallas
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Jun 2004 - Jan 2022
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Lockton Companies
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United Kingdom
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1 - 100 Employee
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Senior Vice President
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Jun 2004 - Jan 2022
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Retirement Practice Leader - Dallas
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2004 - Jan 2017
Retirement Plan and Investment Consulting & Advisory Services
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Scudder Investments
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United States
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Biotechnology Research
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Regional Vice President - Scudder Retirement Services
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1996 - 2000
Sales & Service for Mid to Large 401(k) Plans Sales & Service for Mid to Large 401(k) Plans
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Regional Vice President
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1986 - 1995
Bundled 401(k) and DCIO Sales & Service Bundled 401(k) and DCIO Sales & Service
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Education
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1989 - 1992
University of Denver - Sturm College of Law
Doctor of Jurisprudence, Law -
1979 - 1982
The University of Toledo
B.A., Economics
Community
