David Jakob Bio

David Jakob
Sales Executive

David Jakob is Sales Executive at Advisen Ltd. He is responsible for the growth, retention, and management of US and global insurance company and intermediary clients.

David has more than 20 years of experience in sales and client management, with more than 10 years focused on the insurance industry. Prior to Advisen, he spent several years involved in trading technology and software sales, primarily concentrating on financial services. Earlier in his career, he was Financial Consultant at Smith & Barney.

David earned a BS in Marketing from Penn State University and holds Series 7 and 63 licenses.

He is based in New York, NY.