Dave joined BoliColi with over 7 years of experience in employee benefit planning with ADP. In his prior role of Accountant Relationship Manager at ADP, Dave was responsible for managing relationships with NYC based CPA firms and assisting their clients’ needs around employee benefit design, HR outsourcing and payroll automation.
At BoliColi, Dave assists with client consultations, case analysis, policy design and servicing of our executive benefit clients. Additionally, Dave has helped to expand our personal life insurance practice.
Dave currently holds his FINRA Series 7, and Series 66 securities registrations and life/health licenses and is registered as an Investment Advisor Representative. He received his B.S. in Finance at High Point University.
In his spare time, Dave is an avid snow & wakeboarder. He also enjoys traveling, hiking, golfing, pickleball and playing the guitar.