David Brezik

David Brezik, CFP®, CRPC®, currently serves as the Chief Operating Officer and Sales and Product Consultant at OnboardXi, a SaaS software company focused on providing data-driven new business application processing solutions for the insurance industry. Brezik's extensive experience includes serving as a Branch Manager at TD Ameritrade, where leadership involved coaching and professional development of financial professionals. Previously, Brezik was the Retirement Product Head at E*TRADE Financial, leading strategic initiatives to enhance retirement planning services. As President and Co-Founder of B & N Retirement Strategies, consulting services were provided to financial firms, while at UBS Financial, Brezik oversaw the Personal Retirement Product area. Early career roles at Merrill Lynch and Fidelity Investments involved sales growth and team management in retirement planning. Brezik holds a B.S. in Finance from Indiana University - Kelley School of Business.