A conversation with David Giertz: Accomplished Financial Services Leader
Dave Giertz, previously the President of Nationwide Financial’s sales and distribution organization joins Enterprise Radio. Giertz has over 30 years of progressive financial services industry experience where he has consistently leveraged strategy, processes, and innovation to build profitable growth.
- Throughout your career, how have you achieved industry-leading performance?
- Based on your 30+ years of success, what is your leadership style/leadership philosophy?
- What are some key factors impacting your business today?
- What is one trend you are most excited about?
- What are you most proud of personally and professionally?
- In your life, who are the people who have influenced you and how?
David Giertz has over 30 years of progressive financial services industry experience where he has consistently leveraged strategy, processes, and innovation to build profitable growth.
Most recently, David was the President of Nationwide Financial’s sales and distribution organization, where he delivered strong operating results, growing it from $11B to $17.8B in profitable revenue, consistently exceeding P&L targets. Giertz successfully lead the wholesale strategy and distribution of Private-Sector Retirement Plans, Life Insurance, Annuities, Specialty Markets, and Mutual Funds through Banks, Independent Broker/Dealers, Regional Firms, Wirehouses, IMOs, & RIAs.
A Certified Business Coach with WABC, he achieved a world-class Gallup associate engagement score, increasing it from 4.41 to 4.63, which represents the 87% percentile and an 83:1 engaged to disengaged employee ratio. Additionally, he encouraged a culture of coaching by certifying 100+ leaders as Business Coaches.
Beginning in 2004, David lead the Financial Institutions Bank channel. In 2009, his channel expanded to include the Wirehouse distribution channel. During his tenure he grew revenue from $1.5B to $8B.
David joined Nationwide in 1999 as a Regional Vice President based in Miami, FL where he increased revenue by 48% in the Southeast Territory, comprised of 7 states and Puerto Rico.
Prior to coming to Nationwide, David spent a decade at Citigroup, where his career began as a Financial Services Advisor, progressed to Area Director, and he was ultimately promoted to Executive Vice President of Sales where he consistently exceeded corporate goals.
David has been involved with a number of community organizations including former positions as the Chair of Board of Trustees with Millikin University. He also chaired the Budget and Finance committee there during his 9-year tenure. Additionally, he is an industry arbitrator with FINRA. In the past, David has also served on the Board of Directors for the Girl Scouts of Broward County and the Fort Lauderdale Chamber of Commerce. He has an MBA from the University of Miami and a BS from Millikin University.