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Dave Panko III, CFP®

Dave Panko

Dave Panko III, CFP®
SVP of Client Experience

Dave Panko III, CFP® came to C2P Enterprises with over 20 years as a business professional as an accomplished Financial Service Representative, Investment Advisor, Certified Financial Planner, and Small Business Owner. As SVP of Client Experience, Dave will lead a team to provide operational support and service to Prosperity Capital Advisors and Valor Capital Management Investment Advisor Representatives and their clients. He is responsible for managing day-to-day operations of all advisory platforms and asset management programs, technology development and execution, and so much more.

Prior to joining C2P, Dave worked at Ameritas Investment Corporation as a Senior Manager in Practice Management and Business Consultant, where he assisted in strategic development, implementation, and ongoing management of the B/D and RIA platform line of business. He was also the primary creator of Practice Management material such as optimal workflow and best business practice roadmaps. Dave recently completed his Master of Business Administration in Business intelligence which better helps him serve his role as VP of Business Development and RIA Platform.