David Perkins

David Perkins has a diverse work experience spanning over 20 years. David is currently serving as an Institutional Accounts Director at Western & Southern Financial Group since October 2023. Prior to that, David worked as a Manager - Annuity Products at Luma Financial Technologies from February 2022 to November 2023. David also has experience working at Western & Southern Financial Group, where they held various roles including Financial Institutions Sales Desk Manager, Internal Wholesaler- Team Lead, and Internal Wholesaler, from 2014 to 2022. Before that, David worked as a Personal Banker at U.S. Bank from August 2012 to October 2014, and as an Account Specialist at Chaco Credit Union from January 2011 to August 2012. David started their career as a Financial Service Advisor at MidUSA Credit Union, Inc. from September 2004 to September 2010, and as an Assistant Controller at Clark, Schaefer, Hackett & Co. from December 2002 to September 2004.

David Perkins has a Bachelor's Degree in Accounting and Business Administration and Management, General from Wilmington College (OH), which they obtained from 2001 to 2004. David also has an Associate's Degree in Accounting Technology/Technician and Bookkeeping from Miami University, which they received from 1998 to 2001. Prior to that, they graduated from Madison High School in 1998.