David Treft

David Treft's email & phone

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President at ClearPoint Wealth Advisors|Cincinnati, Ohio, United States

Position:

President at ClearPoint Wealth Advisors

Location:

Cincinnati, Ohio, United States

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Last updated: 2026-04-20
Updated: 2026-04-20

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Work Experience 37 years

President at ClearPoint Wealth Advisors

Nov 2020 - Current

Financial Advisor at Souders Financial Group

Jan 2011 - Nov 2020

Financial Representative at MassMutual

Nov 2008 - Dec 2010

Financial Representative at Northwestern Mutual

Mar 2002 - Nov 2008

Owner/Operator at Successories

Jun 1992 - Nov 2004

Senior Accountant at KPMG US

Jun 1989 - Jun 1992

David Treft started working in 1989, then the employee has changed 5 companies and 4 jobs. On average, David Treft works for one company for 6 years 7 months.

Education

BS at University of Cincinnati College of Business

Frequently Asked Questions

What is David Treft's minimum period of employment in the companies?

David Treft's minimum period of employment in various companies is 2 years 1 month.

What is David Treft's average duration of employment for different companies?

On average, David Treft works for one company for 6 years 10 months

What industries has David Treft worked in?

David Treft works in the Financial Services. Previously, David Treft worked in the Business Supplies and Equipment.

What positions has David Treft held before?

Previously, David Treft worked as a Financial Advisor, and Financial Representative, and Owner/Operator, and Senior Accountant.

How do I contact David Treft?

David Treft's phone number is +1-909-***-**35. Sign up to get contact details.

Who are David Treft's peers at other companies?

David Treft's peers at other companies are Mark Kredit and James Edmonds Jr and Steve Schwefel

Other employees at ClearPoint Wealth Advisors

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