David Pergande in

David Pergande

Critic · DISC type C
Producer Development Manager at M Financial Group
📍 Austin, Texas, United States

David Pergande is a Producer Development Manager at M Financial Group, focusing on coaching the next generation of financial advisors. With a background as a financial advisor and planning consultant, he leverages his Bachelor of Science from the University of Wisconsin-La Crosse to develop effective business and marketing plans.

He shows a keen interest in the intersection of technology and finance, particularly the practical applications and limitations of AI like ChatGPT. David actively follows and shares insights on macroeconomic events, such as U. S. credit rating changes, and contemplates the philosophical differences between being rich and being wealthy.

A client once told him he helped her stop letting her bank account make decisions for her, which he considers the greatest compliment hes ever received.

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Experience
13 Years
Current Role
Producer Development Manager
Job Level
Middle
Location
Austin, Texas, United States
Personality Overview

How David shows up

ROI Driven
Objective Thinker
Information Seeker

They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often. Unless the value is proven by data, they are unlikely to value fancy features.

Priorities

Topics David cares about

Next-Gen Advisor Development
His current role is dedicated to coaching, mentoring, and developing the next generation of financial advisors at his firm.
Client Financial Empowerment
Shared a story about a client's transformation from being controlled by her finances to making her own decisions as his most valued professional compliment.
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Career

Work history

3-2024
Producer Development Manager
M Financial Group
2022 - 3-2024
Financial Advisor
Hilltop Securities Inc.
2021 - 2022
Financial Planning Consultant
Hilltop Securities Inc.
2015 - 2020
Regional Vice President
Ash Brokerage
7-2013 - 10-2015
Senior Sales Rep, Internal Wholesaler
Lincoln Financial Distributors
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2008 - 2012
Bachelor of Science
University of Wisconsin-La Crosse
9-2004 - 5-2008
Education details unavailable
DC Everest High School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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