Dave S.

Dave S. has over 28 years of professional experience in the financial services industry. Dave began their career in 1992 as a National Account Executive/Senior Director of Marketing at Merck-Medco Managed Care, a division of Merck & Co. In 2004, they joined Myfinancialadvice, Inc. as the Executive VP, responsible for strategic management, business development and client services requirements of the young, start-up company. In 2006, they became the Senior Director of Sales at Express Scripts, leading a five person sales team on new client acquisition. In 2011, they joined Rishon REI, LLC as a Partner, a real estate investment management firm focused on passive and syndicated investment of Class B and Class C multi-family apartment developments. In 2012, they became the Chief Operating Officer at Concord Advice, LLC, a boutique consulting firm for consumer financial organizations. Finally, in 2020, they became a Partner at Pequa Bay Associates.

Dave S. received their Bachelor of Arts (B.A.) in American Studies from Brandeis University between 1982 and 1986. Dave then went on to receive their Master of Business Administration (MBA) in Marketing and International Business from Seton Hall University between 1992 and 1994.