TEAM BIOS

David Girmann, Consultant

Jacob Courtney, Business Analyst

David Girmann is a consultant with Strategy & Resources, LLC.. David, who has over 25 years of industry experience, has had a successful career as a financial services senior executive, independent advisor and consultant. David has worked with many organizations, including financial institutions, broker dealer and registered investment advisory firms to bring about transformative change.  He is sought after for his ability to integrate strategy based on organizational needs and resources.  David serves senior executives at financial services companies by focusing on corporate-level strategy, resource optimization and change management.

David's professional background includes progressive senior leadership roles as Chief Administrative Officer of Huntington Investment Company, a bank-owned broker-dealer and RIA and Chief Marketing Officer, of Great American Advisors, an independent broker-dealer and RIA, as well as executive and senior management roles with VSR where David was a VP over Compliance and Direct Processing units, The O.N. Equity Sales Company where Mr. Girmann was responsible for marketing, recruiting, product due diligence and distribution to an independent field force for the companies life, annuity and mutual fund products.  At US Bank, Mr. Girmann served as the Director of Personal Investment Planning, working with high net worth clients and also had responsibilities establishing the Bank’s mutual fund family; which included building operations and distribution of the mutual funds through advisors and other broker-dealers.