VP of Business Development and RIA Platform
Dave Panko III, CFP® came to C2P Enterprises with over 20 years as a business professional as an accomplished Financial Service Representative, Investment Advisor, Certified Financial Planner, and Small Business Owner. As VP of Business Development and RIA Platform, Dave will lead a team to provide operational support and service to Prosperity Capital Advisors and Valor Capital Management Investment Advisor Representatives and their clients. He is responsible for managing day-to-day operations of all advisory platforms and asset management programs, technology development and execution, and so much more.
Prior to joining Valor, Dave worked at Ameritas Investment Corporation as a Senior Manager in Practice Management and Business Consultant, where he assisted in strategic development, implementation, and ongoing management of the B/D and RIA platform line of business. He was also the primary creator of Practice Management material such as optimal workflow and best business practice roadmaps. Dave recently completed his Master of Business Administration in Business intelligence which better helps him serve his role as VP of Business Development and RIA Platform.
Things You Must Know About Dave
- Spent the last 5 years helping advisors across the country develop Wealth Management practices built on sound financial metrics, leading with financial planning, and delivering a unique and ultimate client experience
- Has a passion for helping people obtain financial freedom through financial planning
- Recently earned his MBA from Xavier University in Business Intelligence and Data Analytics
- Played golf in college
- An avid sports fanatic he enjoys playing golf and coaching his kids in golf, soccer, basketball, and softball
- Dave, his wife and 4 kids love to travel and experience different cultures both domestically and internationally
- Certified Financial Planner
Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including: education, examination, experience, and ethics, Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world’s leading life insurance and financial services professionals from more than 470 companies in 71 countries.
Qualification for MDRT: A minimum of USD $92,000 of eligible commissions paid is required.