David Anthony Email & Phone Number

Bath, England, United Kingdom

• Dealing with a range of diverse client needs – Expat, BTL, HNW, FTB, MUB.
• Holistic approach to meeting client needs from initial factfind through to completion whilst cross-selling protection, buildings and contents, solicitors and valuations.
• Now worked remotely for 7 years demonstrating both my motivation and organisational skills.

Remote

• Threshold Mortgage Broker of the Year 2018 & Top Protection Broker 5 years running
• Remote worked for 6 years demonstrating time management and prioritisation of workload.
• Top performing compliance record in firm showing integrity and honesty
• Used to long term cycles, nurturing client relationships over the last 6 years to maximise sales.
• My written letters are used as the template letters for dealing with clients company-wide
• Used to working under pressure - Every New Build has a tight 35 day Exchange deadline

Bath, England, United Kingdom

• I treated every client with care ensuring they each got mortgages however tricky the case.
• Dealt with a wide multitude of clients whether Residential, BTL, High net worth or adverse.
• Within a year, managers said they’d want me to do their own personal mortgages.
• Outperformed fellow starters in getting Distinctions in professional CeMap qualifications

Angmering

• Mentored individuals from every walk of life.
• Persuasively delivered articulate talks and engaging discussions on ethics.

• Problem-solver and scoped out the development of this Startup Software business.
• Managed an internal team of 20 & a remote data tech staff in India using SaaS software.

Southampton, England, United Kingdom

Trained and mentored over 30 individuals in 5yrs.Delivered talks and presentations for groups of 15-500.Worked remotely for 5 years.

Didcot, England, United Kingdom

In this role selling SaaS software, in 2 years I negotiated the sale of 2000 licences by nurturing client relationships with senior Heads and persuading schools of their need for this innovative educational software.