Crpc® Dave Schuckman

Dave Schuckman, CRPC®, has a diverse work experience in the financial industry. Dave started their career at BNY Mellon as a CT Administrator, where they administered municipal bond issues and traded securities for clients. Dave later became a CT Workflow Lead, supervising a team and creating a regional learning and networking forum.

Dave then joined a Fortune 500 financial company, where they held the roles of Internal Wholesaler and later Internal Wholesaler/Team Lead. In these roles, they maintained and grew relationships with licensed representatives, facilitated conversations between advisors and operations teams, and provided training and development for internal wholesalers.

In 2017, Dave joined Western & Southern Financial Group as a Regional Vice President. In this role, they partnered with financial advisors as a product and positioning specialist, sharing successful strategies and opportunities for the benefit of advisors and their clients.

Currently, Dave serves as a Regional Vice President at Columbus Life Insurance Company.

Dave Schuckman, CRPC®, holds a Bachelor of Arts (BA) degree in Organizational Leadership from the University of Cincinnati.