David Berns Email & Phone Number

United States

Responsible for data gathering and analysis, development of financial planning recommendations, implementation, and portfolio management for advisors on our platform across the country. Assist financial advisors with the use of prospecting tools and provide 1 on 1 coaching calls with the advisor before they meet with a prospect. Perform due diligence on 3rd party model providers and other RIA products.Assist with investment committee meetings and support relationships with 3rd party asset managers.Manage my book of business, working with families in Sarasota, reviewing current investments, goals, and tax planning strategies. Provide monthly education events to public showcasing Truadvice Wealth Management and how we work with clients and value we provide.

Us

Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals.Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process.Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events.

Actively managed 450 households banking relationships through an advice-based approach and ensuring each client receives the best products, services for his or her needs.Partnered with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs.Referred qualified clients to Financial Advisor for retirement planning and reviewing, presenting Chase Private Client benefits to current and potential clients.

San Francisco, California, Us

Managed high value client’s banking relationship, taking care of their complex banking needs.Worked closely with financial advisor to bring in affluent clients for investments and retirement planning.Represented the company as the Wells Fargo at Work Champion & Business Specialist, setting up employee presentations.Developed and maintained relationships with Wells Fargo partners to maximize salesopportunities.Used profiling analysis tools to identify cross sell opportunities and made outbound salescalls to increase product per client ratio.

Usf Muma College Of Business Post-Crisis Leadership Certificate, Business Administration And Management, General

Bachelor Of Arts (B.A.), Psychology