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David Schonhardt Ficf

Advanced Case Specialist at Catholic United Financial

David Schonhardt, FICF, is an experienced professional with a background in finance and advisory roles. Currently serving as an Advanced Case Specialist and Sales Representative at Catholic United Financial since October 2013, David has a solid foundation in financial management. Previous experience includes membership on the Family Life Advisory Board for the Diocese of Sioux City from 2011 to November 2021, and working as Finance Officer for the City of Lennox from October 2011 to October 2013. Before that, David held the position of Staff Accountant at Opportunities Unlimited from 2008 to 2011. David holds a Master of Business Administration (MBA) in Finance from Bellevue University (2008-2010) and a Bachelor of Arts (B.A.) in Accounting and Theology from Saint John's University (2002-2006).

Location

Tracy, United States

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Catholic United Financial

Catholic United Financial is a member-owned, not-for-profit financial services company, connecting people of faith, protecting their future and generously impacting parishes, schools and communities. We serve Minnesota, Iowa, Wisconsin, North Dakota and South Dakota. We provide life insurance, annuities, Medicare supplement insurance*, and other financial products to help our members be financially secure while supporting their Catholic communities. We also offer retirement planning, estate planning, charitable giving and long-term care planning services at no additional charge. Our credit union provides banking and lending services with personalized attention, and our Foundation helps our members provide charitable gifts to the charities and Catholic parishes of their choice. Founded in 1878 with more than 70,000 members, Minnesota-based Catholic United Financial has survived turbulent economic times. The purpose of our company is to help our members improve their financial and spiritual lives. Our employees are included in that purpose. The company culture of Catholic United Financial is built on the value that meaningful relationships make for meaningful careers. We want a workplace that values and encourages mentoring, achievement, work/life balance and professional development. Are you searching for a career with a company that respects your Catholic faith? We're hiring sales representatives in several areas. Visit www.catholicunitedfinancial.org/career-center to see current listings or to submit an application. *Catholic United Financial and its Medicare Supplement insurance policy are not connected with or endorsed by the US Government or the federal Medicare program.


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Employees

51-200

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