OnboardXi
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.
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OnboardXi
Say goodbye to the frustrating and fragmented life insurance onboarding experience. OnboardXi is the transformative solution life insurance companies and MGA/IMOs need. Time-consuming, fragmented, and error-prone operational processes create friction-filled experiences for agents, clients, and carriers. But the inflection point is here. Modern clients expect a seamless digital journey, and younger talent is seeking the competitive efficiency created by highly automated, streamlined and intuitive workflows. Our low-code/no-code platform and data-driven approach enable quick, efficient and compliant client onboarding, creating a better experience for all parties: agents, insurance companies, carriers, and end clients. Follow us and visit us at www.onboardxi.io