David Clarkson
About David Clarkson
David Clarkson is a Financial Representative at MassMutual Financial Group in Tarrytown, NY, with extensive experience in financial services and trading.
Current Position at MassMutual Financial Group
David Clarkson is currently a Financial Representative at MassMutual Financial Group, situated in Tarrytown, NY. He began his tenure with the company in September 2014. Clarkson is responsible for delivering financial products and services tailored specifically for high net worth families, businesses, and institutions. His portfolio includes individual life, disability income, long-term care, insurance protection, and asset accumulation strategies. Additionally, he offers estate strategies and insurance needs consultation, assisting clients in preparing for significant life events such as retirement and college.
Previous Experience at Northwestern Mutual
David Clarkson worked as a Financial Representative at Northwestern Mutual in 2014. His role at the company lasted for 8 months, where he was engaged in providing financial advisory services. Though his tenure was relatively short, Clarkson gained valuable experience in financial planning and client relationship management during this period.
Entrepreneurial Journey with Clarkson Benefit Consulting
David Clarkson owned and operated Clarkson Benefit Consulting from 2010 to 2013. During this time, he acted as a proprietor, managing the consulting firm and providing advisory services. His role involved extensive client interaction and the development of benefit strategies tailored to meet the specific needs of his clients. This experience allowed him to deepen his expertise in the financial consulting domain.
Career at Aetna
David Clarkson had a significant tenure at Aetna, spanning from 2003 to 2010 in New Jersey. He initially served as an Account Manager from 2003 to 2006 and was later promoted to Account Executive, a role he held from 2006 to 2010. In these positions, Clarkson was responsible for managing client accounts, developing business strategies, and enhancing client relationships, which contributed to his comprehensive understanding of the healthcare and insurance sectors.
Education and Professional Licenses
David Clarkson completed his Bachelor of Science (BS) in Finance, General at Fordham University, studying from 1985 to 1989. Prior to this, he attended Chaminade High School from 1981 to 1985. Additionally, Clarkson is licensed to sell insurance in Connecticut, Illinois, New Jersey, and New York, a credential that underscores his expertise and commitment to his profession.