Meet the Allianz RIA Concierge Desk

VP, Head of RIA Concierge Desk
Email David Cass
Phone: 612.335.9456

With more than 30 years of financial services industry experience, Dave is responsible for working with our distribution partners on driving business development, center-of-influence connectivity, and durable relationships. Prior to joining Allianz, Dave worked at Goldman Sachs as Vice President of Risk Management in Personal Financial Management. He holds FINRA 7, 63, and 66 securities registrations. Dave has his insurance license in 50 states and earned his B.S. from Ohio State University.

ChFC, CLU, RICP, VWCP
Insurance Consultant, RIA Concierge Desk
Email Tom Liedl
Phone: 763.204.2955

Tom brings over a decade of experience in insurance and financial services to the RIA Concierge Desk. He began his sales career at State Farm, later moving to Allianz as a sales consultant. Most recently, he helped launch the Outsourced Insurance Desk (OID) with TruChoice. Tom earned his bachelor's degree from St. John’s University. He holds his FINRA 6, 26, and 63 securities registrations; Accident & Health, Casualty, Life, Variable, and Property insurance licenses; and obtained the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Retirement Income Certified Professional (RICP), and Wealth Management Certified Professional (WMCP) designations.

Insurance Consultant, RIA Concierge Desk
Email Rebekah Floyd
Phone: 903.951.4925

Rebekah has over 10 years of experience working with financial professionals and many of the major insurance and annuity carriers. Prior to joining the RIA Concierge Desk, she spent four years at Goldman Sachs (formerly United Capital), where she was responsible for driving critical operations for all lines of insurance business. Rebekah obtained a Bachelor’s degree from Southeastern Oklahoma State University and holds her FINRA Series 6 and 63 securities registrations, and Life & Health, and Property and Casualty Insurance licenses.

Program Coordinator, RIA Concierge Desk
Email Jessi Meliza
Phone: 763.710.0666

Jessi is trained across lines of business and has experience on the annuity wholesaling side, as well as with inforce policy servicing & operations. Jessi handles much of the daily support for the desk and is a dedicated resource for RIA back offices. In addition, she helps to provide direction and structure as we bring innovative ideas to implementation within various Allianz departments, existing systems, and moving pieces. Jessi has a bachelor’s degree from Carthage College and holds her FINRA Series 6 and 63 securities registrations, and MN Life and Health insurance licenses.