David J Harter Infinityx Visionary
About David J Harter Infinityx Visionary
David J. Harter is the Vice President at MassMutual and a Partner at EPIC Financial Strategies, LLC, with over 20 years of experience in the financial services industry. He also serves as a Board Member at Project Scholarship and has a background in business administration and communications.
Current Role at EPIC Financial Strategies, LLC
David J Harter Infinityx Visionary serves as a Partner at EPIC Financial Strategies, LLC. He has been in this role since March 2019, focusing on delivering strategic solutions to both business and family clients. Operating out of Red Bank, New Jersey, he emphasizes team-based strategic partnerships to offer comprehensive financial strategies.
Board Member at Project Scholarship
David is actively involved in educational initiatives, contributing as a Board Member at Project Scholarship. Located at 122 East 42nd Street, Suite 2200, New York, NY 10168, Project Scholarship aligns with his commitment to fostering educational opportunities. His role involves strategic oversight and contributing to the broader mission of the organization.
Experience as Vice President at MassMutual
In his current role as Vice President at MassMutual, David operates out of Secaucus, NJ. He brings extensive experience in strategic planning and executing financial solutions, enhancing the firm's offerings in the financial services sector. His leadership influences the company's growth and development.
Career Path and Previous Roles
David has held multiple leadership roles in the financial services industry. He was a Sales Director at Primary Financial in Edison, NJ, from 2014 to 2017. Prior to that, he worked as Vice President, Sales Manager, and Financial Adviser at Forest Hills Financial Group, and as an Agency Training Director at MetLife Premier Client Group of New Jersey. He also has experience in financial advisory and management training from his time at UBS Financial Services and Smith Barney.
Educational Background and Expertise
David earned his Executive Master's in Business Administration - Strategic Planning from the Lubin School of Business at Pace University in 2008, following a BA in Communications from the same institution in 1999. His solid educational foundation complements his extensive experience in financial services, training, and development.