David Gammon Email & Phone Number

Salt Lake City, Utah, United States

* Support sales activities and the day to day operations of a team of 20+ Annuity Planning Consultants.* Sign as sales principal for new applications.* Ensure adherence to compliance standards and recordkeeping requirements.* Take customer escalations and follow through to make sure problems are resolved and the customer's needs are met.* Series 7, 63, & 9/10 licensed.* Life/Health insurance licensed in all 50 states.

* Helped explain complex financial products to clients in a way that's easy to understand, so they could better understand what they own.* Placed customer trades.* General account maintenance.* Assisted the Case Management team with service issues that required additional time and research to fully resolve.

South Jordan, Ut

* Specialized in providing financial advice to employees of corporate clients who receive company stock, restricted shares, and stock options as part of their employer's benefit package. * Assisted participants with account maintenance, selling company shares, and exercising stock options.* Drove long term relationships and loyalty by building rapport with customers, and identifying solutions beyond employer benefits.* Helped customers with opening new brokerage accounts, account transfers, and rollovers.

Salt Lake City

Investment Solutions Representative: September 2014 - October 2014* Built relationships with customers through inbound and outbound calls by providing an end-to-end sales experience.* Provided guidance and support to help clients meet their financial goals by utilizing portfolio reviews, asset allocation discussions.* Assisted customers with establishing new accounts, transfer of assets, and rollovers.Premium Relationship Associate: June 2014 - August 2014* Drove customer relationships and loyalty through outbound calls by building rapport with customers, and identifying how Fidelity can best help meet their needs.* Generated sales opportunities for financial consultants, investment consultants and retirement planners.Financial Representative Full Trader: April 2013 - June 2014* Interacted with customers, via inbound calls, responding to requests for information andassistance with their brokerage accounts to include description of account features,communicating account balances, and executing efficient and accurate stock trades.* Engaged in insightful conversations with clients regarding economic market conditions as wellas various markets such as equity, fixed income, and international.* Series 7 & 63 licensed.

Salt Lake City

Manage a portfolio of up to 180 assets for the company’s largest client. Coordinate with real estate agents weekly to ensure tasks are completed in a timely manner, approve agent expenses, write market analysis and price recommendation for client’s review with each new listing, negotiate offers, review contracts and addenda prior to management execution, ensure closing timelines are met.

Managed a portfolio of 200+ assets for the company’s largest client. Hired listing agents for new properties, approved repair requests, analyzed BPO and appraisal reports, set the optimal list price, negotiate offers, review and execute contracts and addenda, ensure closing timelines are met.

Salt Lake City

Managed over 100 property closings per month for the company's largest client. Review deeds prior to execution by Sr. management. Communicated daily with vendors to ensure closing timelines are met. Inform client of closing status on an ongoing basis.

Salt Lake City

Bankruptcy: Referred Notices of Default to our attorneys and monitored stipulation agreements. Assisted customers with bankruptcy issues over the phone.Junior Lien: Protected the interest of Jr. liens by monitoring the Sr. liens for possible foreclosure actions. Tracked surplus funds after a Sr. lien foreclosure and charged off accounts when required.

Bachelor Of Science (B.S.), Finance, General

Business Administration/Finance, Finance, General