David Samuelsen, Cfp®
About David Samuelsen, Cfp®
David Samuelsen, CFP®, is the Investment Operations Director at MassMutual in Springfield, Massachusetts, with over two decades of experience in the financial services industry.
Current Position at MassMutual
David Samuelsen is currently serving as the Investment Operations Director at MassMutual in Springfield, Massachusetts, United States. In this role, he oversees investment operations, ensuring efficient and effective management of investment activities. His extensive experience within the company and in the broader financial services industry equips him to handle complex investment portfolios and compliance matters.
Previous Roles at MassMutual
Prior to his current position, David Samuelsen held the role of Lead Principal at MassMutual from 2018 to 2021 in the Springfield, Massachusetts Metropolitan Area. Before that, he served as a Business Acceptance Consultant from 2017 to 2018 in Charlotte. In these capacities, he provided essential consulting services and leadership, contributing significantly to business operations and compliance processes within the company.
Experience at UBS and LPL Financial
Before joining MassMutual, David Samuelsen worked as a Financial Advisor at UBS from 2013 to 2017 in Charlotte, North Carolina Area. This role allowed him to provide personalized financial advice and manage client investment portfolios. Prior to UBS, he was a Financial Advisor at LPL Financial from 2011 to 2013 in Boynton Beach, FL, where he developed investment strategies and provided financial planning services to clients.
Early Career in Financial Services
David Samuelsen began his career in the financial services industry as an Intern at Merrill Lynch in 2001 in Orlando, Florida Area. Following this, he served as a Banker at SouthTrust from 2001 to 2005 in Miami/Fort Lauderdale Area. He then worked as a Financial Advisor at The South Financial Group from 2005 to 2007, before taking on roles as an Investment Executive at Fifth Third Bank from 2007 to 2011 in Boca Raton, FL. These positions provided him with a solid foundation in banking, customer service, and financial planning.
Education and Professional Certifications
David Samuelsen holds a BSBA in Investment Finance from the University of Central Florida, achieved between 1997 and 2001. He furthered his education at the College for Financial Planning, where he studied Financial Planning and Services from 2005 to 2012, earning his CFP® certification. These academic achievements underpin his comprehensive understanding of financial planning and investment management.