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David Koren profile image

David Koren

Wealth Manager at RVA Wealth Management
Intro Book
David Koren, a seasoned wealth management expert, is a licensed professional with 5+ years of experience in providing financial planning, investment strategies, and sales management services to clients in the Richmond area.
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Location
Ashland, Virginia, United States, US
Skills
  • Financial Planning
  • Strategic Planning
  • Sales Management
  • Direct Marketing
  • Call Center
  • Show all
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Bio

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David Koren is a seasoned financial professional with extensive experience in wealth management, sales management, and direct marketing. He has held key positions at prominent companies, including RVA Wealth Management, Capstone Financial Partners, and Aetna, Inc. where he developed and managed carrier relationships, managed national distribution for individual health insurance products, and implemented new sales compensation programs. Koren holds an MBA from Purdue University Daniels School of Business and a Bachelor of Science degree in Food Science and Technology from Virginia Polytechnic Institute and State University. He is proficient in multiple languages, including English, and has earned designations such asCLU and ChFC. Throughout his career, Koren has demonstrated expertise in investment strategies, health insurance, and term life insurance. He has worked with various clients, providing wealth management services and advising on investment advisory. His expertise spans across multiple industries, making him a valuable asset in the financial services sector.

Experience

  • RVA Wealth Management
    • 4050 Innslake Dr., Suite 155 Glen Allen VA, 23060
    • Wealth Manager
      • Nov 2018 - Present
      • 4050 Innslake Dr., Suite 155 Glen Allen VA, 23060

      Provide wealth management services to clients in the greater Richmond area.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private C...

  • Capstone Financial Partners
    • Glen Allen, VA
    • Wealth Manager
      • Aug 2011 - Nov 2018
      • Glen Allen, VA
  • DavisWalker Advisors, Inc.
    • Director of Financial Services
      • Oct 2009 - Aug 2011

      Provided financial planning and wealth management services.

  • Aetna, INC.
    • Head of Sales- Aetna Consumer Markets
      • Aug 2005 - Dec 2009

      Manage national distribution for individual health insurance products.

  • Aetna Individual Markets
    • Head of Sales
      • Aug 2005 - Oct 2009

      Develop and managed the sales organization to support a new product line for Aetna, pre-65 individual major medical.

  • AETNA, INC
    • Key Accomplishments
      • Aug 2005 - Jan 2008

      Developed and implemented the broker strategy for Aetna's Consumer Markets. Integrated the pre-65 and post-65 sales divisions into a single sales organization focused on Individual product sales. Developed new service model to help support broker sales for the integrated divisions. De...

  • eHealthInsurance
    • VP Carrier Relations
      • Mar 2000 - Aug 2005

      Developed and managed all aspects of carrier relationships for this start up, venture capital funded company. Hired and managed the team that handled all carrier content on the site, carrier contracts and managed the carrier relationships.

  • eHealth, Inc
    • Vice President
      • Mar 2000 - Aug 2005

      Carrier Relations Responsibilities: Developed and managed all carrier contracts and site content for a venture capitol funded e-broker, selling individual health insurance products on-line. Primarily responsible for convincing major health insurance companies to venture into on-line sales of hea...

  • Golden Rule Insurance
    • Vice President Sales and Marketing (United)
      • Aug 1990 - Mar 2000

      Managed national sponsored relations, sales service and business development. Opened the internet as a new distribution channel for health insurance and created the direct sales unit.

  • Golden Rule Insurance Company
    • Vice President
      • Aug 1990 - Mar 2000

      Managed national sales, business development and sales service for Golden Rule Insurance Company.

  • Self Employed
    • Independent Insurance Agent
      • Jan 1981 - Jan 1990

      Because of outstanding sales results, was promoted up the management ladder in less than 5 years to become an officer of the company. Consolidated the sales service and field sales organization from a multi-regional system into a single call center for service and an internal phone based broker...

Education

  • 1996 - 1998
    Purdue University Daniels School of Business
  • 1996 - 1998
    Purdue University
  • 1977 - 1981
    Virginia Polytechnic Institute and State University
  • 1977 - 1981
    Virginia Tech

Suggested Services

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Industry Focus. “Financial Services”

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