David Podolak
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Executive Summary
David Podolak is a highly experienced financial services professional with over 31 years of work experience. He has a strong background in mutual funds, series 63, series 7, and financial services. Based in the United States, David has led licensed sales professionals in branch offices and service contact center teams. He is responsible for hiring and retaining high-performing teams, empowering and inspiring them to exceed goals. David is known for his proven long-term client experience, profitability, and quality, and he is a dedicated team player and builder.
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Current Workspace
Edward Jones
Compliance Officer&Branch Auditor
Compliance Officer
Branch Auditor
Professional Background
Personal Interests
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