Dave Courter Email & Phone Number

Atlanta, Georgia, United States

Tampa, Fl & Houston, Tx

RM covering $2.1B in aum (Tampa and Houston)250+ key Advisors, 700+ plan sponsors, over 100 TPA partnerships. Currently maintaining a 97.7% retention ratio.My current focus is on plan retention, growth in revenue and assets under management through informed and loyal advisors, sponsors, and participants. I partner with Advisors that have large blocks of business with plans $15mm or <.

Kansas City Metropolitan Area

Uncovered new opportunities and participated in the full sales cycle of retirement plans (Defined Contribution and Defined Benefit plans). Partnered with the External Wholesaler in the territory, along with Financial Advisors, Plan Sponsors and TPAs, and exceeded our production goal in 2021 by 116.77%, bringing in $133.8mm in new production from the Kansas City, MO region to the firm.Obtained the CPFA® (Certified Plan Fiduciary Advisor) designation.Promoted to National Relationship Manager in March 2022.

Atlanta, Georgia, United States

Internal Wholesaler (Retirement Plan Sales Associate) focused on partnering with Financial Representatives in the Kansas City region (Kansas and Western Missouri) from new start-up 401(k) plans to $30 million plans (Core Market). Registered Representative holding active Series 6,63, and Life and Variable Products insurance licenses. Promoted to Phase II Internal Sales Consultant.

Atlanta

Managed yearly product launch efforts as a part of the Beautyrest Brand Marketing team. Grew sales revenues by 8% year over year in 2017 and 9% in 2018. $1.3B in 2016 to $1.5B+ in 2018. Was responsible for product roadmap strategy and execution and spearheading and properly forecasting on-time placements with all of our retail partners (in-store and eCommerce). Lead and managed vendor and partner agency relationships and worked cross-functionally internally with multiple departments including Sourcing, New Product Development, Sales Finance, Insights and Innovation, Channel Marketing, eCommerce, Sales, and Customer Operations teams to ensure on-time successful rollout of new products. Reported to the VP of Brand Management and supported ad-hoc requests as well as created daily, weekly, and monthly Marketing Metrics and financial reports that were visible to the CEO, CFO, and executive leadership team.

Greater Atlanta Area

On-site agency vendor partner 2 years at Simmons Bedding Company; grew point of purchase sales year over year. Simmons Bedding then hired me to be on their Brand Marketing team.

Greater Atlanta Area

Responsible for purchasing activities, managing inventory, sourcing, and expediting goods, all while building and maintaining strong relationships with our vendors, couriers, and transportation service partners.

Conyers, Georgia, United States

Responsibilities: promote and sell memberships that fit with people's lifestyle and fitness goals.

Southeast Us

Selected into TTI's management trainee program that was focused on leadership and business development. In my position as a field sales representative, I was responsible for developing and strengthening TTI's relationship with eight Home Depot management teams focusing specifically on the sale of four brand lines: Milwaukee, Ridgid, Ryobi, and Homelite. I created weekly sales reports and created bi-weekly sales forecasts that were paramount to gaining market share and identifying successful marketing techniques. Accountable for merchandising and tracking item performance in order to create a mutually beneficial relationship between TTi and Home Depot and increase sales.Circle of Excellence recipient for being top 10 in overall sales among 400 representatives nationwide. Promoted to Milwaukee Electric Tool Corporation in March of 2010. I was promoted within TTi and moved to Nashville, TN to manage a portfolio of over 250 distributor accounts as a Territory Representative (outside sales) for Milwaukee Electric Tool.I partnered with companies such as Grainger, Ferguson, Fastenal, MSC, Do It Best, Ace Hardware, etc. spanning across Tennessee and regions of Kentucky, Mississippi, and South Carolina. Built contract negotiation skills through the consultative sales process, held sales meetings, promoted events, and grew territory by 40% from PY in this outside sales account management role.I built strong relationships with distribution partners and continued traveling to our corporate office in Brookfield, Wisconsin for further training in the Leadership Development Program, and spent three weeks in Brookfield, WI training on aspects such as: financial selling, presentation skills, as well as leadership development sessions with Senior Managers.

Athens, Georgia Area

Gained experience in the quick-service food industry working under Operator Shane Todd. Offset college expenses and gained a wealth of knowledge of the industry, worked as a team player, and focused on serving guests great tasting food in a fast-paced environment.

Athens, Ga

Led the team to a 2nd place finish in the Southeast Division Tournament sanctioned by the Collegiate Water Polo Association (CWPA).Properly directed the duties of our leadership committee and team members in everyday functions.Advertised the club to fellow students via social media, print media, and networking.Collected and carefully managed over $5k in club funding each year.

Served as a financial representative college intern reporting to Managing Director, John Crawford. Obtained state insurance license in GA.During my time as a financial representative, I gained professional knowledge of finance and insurance; specifically disability insurance, life insurance, long term care insurance, investments, and estate planning.I demonstrated initiative and entrepreneurial ability by expanding potential client list to over 150. In doing so, I kept over 50 appointments, resulting in over 25 new clients and $20,000 of incoming premium. I completed a 40 hour sales, marketing, and financial training course with 15 hours per week of continuing education.

Assisted patrons in proper weight lifting techniques and supervised 15 employees as part of the Ramsey Center's 420,000 sq. ft. facility. Responsible for scheduling and holding meetings for staff.

Rutledge, Ga

Water Activities and Sports, Guitarist in the Camp Twin Lakes Band.