Dave has a highly entrepreneurial past in the benefits arena after having spent 20 years as a founding member and President of a boutique benefits advisory firm focused on upper middle-market clients, which was eventually successfully sold.
Now as a Senior Vice President at Panorama, Dave is responsible for managing client service teams and overseeing strategic planning for retention of current accounts on both a local and national basis. His philosophy in working with clients is to treat their plans and resources as his own. Additionally, Dave spends a significant portion of his time on talent development through recruitment and mentoring of account management staff. In his new role, he preserves and expands his boutique-style, through high-touch client service and promoting a strong work culture which have helped establish Panorama’s stellar reputation among clients and employees alike.
Dave grew up in Lafayette, IN and attended Indiana State University.