DAVID SHULTZ
Director of Insurance Operations
David Shultz serves as Director of Insurance Operations at Thomas Brady & Associates, bringing more than 15 years of experience in insurance operations and a comprehensive understanding of underwriting, case management, operational processes, and carrier relationships.
David provides strategic oversight and leadership throughout the insurance operations process, leveraging his extensive industry knowledge to enhance efficiency, streamline workflows, and foster strong relationships with carrier partners. He is recognized for his proactive approach, exceptional attention to detail, and ability to develop effective solutions that drive successful outcomes.
A collaborative and highly organized professional, David is committed to clear communication, operational excellence, and delivering a high level of service to both clients and internal teams.
David is a graduate of York College of Pennsylvania and resides in Connecticut with his wife and their two children.
DAVID SHULTZ
Director,
Insurance Operations
Boston, MA
180 Canal Street
Suite 601
Boston, MA 02114
Phone: (617) 266-0019
Fax: (617) 266-0087
San Francisco, CA
120 N. El Camino Real
San Mateo, CA 94401
Phone: (650) 347-0276
Fax: (617) 266-0087
New York, NY
112 W. 34th Street
Suite 1700
New York, NY 10120
Phone: (617) 266-0019
Grand Rapids, MI
171 Monroe Avenue NW
Suite 800
Grand Rapids, MI 49503
Phone: (616) 719- 5007
Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, T. 1.800.765.5201 Thomas Brady & Associates is a Separate Entity From Valmark Securities, Inc. Neither Thomas Brady & Associates nor Valmark Securities, Inc. provides legal or tax advice.
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