David Van Osten, CFP®, is the Vice President of Sales at Broadridge, a role they have held since 2025. With extensive experience in the financial services industry, David previously served as Regional Lending Manager at Advisor Credit Exchange from 2022 to 2025 and held various positions at Vanguard from 2017 to 2018. David began their career as a Business Development Manager at Marlin Capital Solutions in 2012. They earned a Bachelor of Business Administration in Marketing from La Salle University in 2012.
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