David joined MTAG in May of 2019 as the director of finance and COO. He has been in the financial services and insurance industry for the past 20 years. David started at American Express Financial Advisors after completing his series 7 and 66 exams where he quickly learned the industry. He later transitioned onto wall street as an Equity Trader for First New York Securities. His active licenses include Series 65, Life, Health, Property and Casualty insurance. David graduated from Villanova University with a bachelor’s of science degree in Economics. He currently resides in Bernardsville NJ where he has lived nearly 40 years.

Written By: Dave Oraschin