David Gehm Email & Phone Number

New York, Ny, Us

489 Fifth Avenue New York, Ny

• Responsible for the daily opening and closing procedures• Performed daily cash count, reconciliation, and bank deposits• Assign daily sales goals, duties, projects, and areas of responsibility to sales associates• Oversee project completion for marketing, sales display, and inventory control• Manage the sales team and support sales activity• Monitor and report on daily sales activity compared to daily, weekly, monthly and previous year sales goals and performance

• Completed a year-long program with courses in Foundations of Philanthropy and Grantmaking, Strategic Grantmaking I, Management Principles of Nonprofit Organizations, Law of Nonprofit Management, Ethics and Laws of Nonprofit, Program Evaluation Approaches for Funders, and Analyzing & Understanding Nonprofit Financial Statements• I invested my time and energy in this program in order to gain a sound understanding of the needs and regulatory issues facing the nonprofit sector. My course work covered a wide range of practical, philosophical, and compliance concerns.

• Licensed in Series 6, Series 63 and Variable Life Insurance• Sold personal checking, savings, second mortgages, investments as well as refer clients to investment and mortgage specialists

• Supervised a team of Personal Bankers and their daily activities of the branch• Co-managed the branch's internal sales efforts while ensuring operational integrity• Assisted the Branch Manager with marketing consumer and small business services in the branch

188 Montague St. Brooklyn, Ny 11201

• Ensured branch profitability, brand integrity, and operational integrity through sales efforts and risk management• Supervised the development of the staff and the daily activities of the branch• Coordinated the marketing of consumer and small business services in the branch with Regional Sales Management• Implemented and oversaw the annual budget, monitored and tracked expenses • Led the branch staff with JPMorgan Chase Bank’s acquisition of The Bank of New York’s retail division• Managed the training and development of the staff to the new Chase operating systems and sales procedures.• Coordinated the consolidation of this branch into a larger branch (May 2007 to July 2007)• Promoted to Vice President, May 2007

909 Madison Ave. New York, Ny 10021

• Supervised the platform staff and the daily activities of the branch• Managed the branch's internal sales efforts while ensuring operational integrity• Assisted Branch Manager with marketing consumer and small business services in the branch • Referred clients to a financial advisor resulting in investment sales of $1.1MM (2006 YTD)• Branch investment sales of $3.6MM (2006 YTD)• Branch achieved 132.4% of the annual investment revenue goal (ranked second in the division, 2006 YTD)• Referred clients to a financial advisor resulting in investment sales of $1.5MM (2005)• Branch investment sales of $6.8MM (2005) • Branch achieved 125.9% of the annual investment revenue goal (ranked fourth in the division, 2005)• Ranked sixth in total revenue earned year-to-date in the division (unadjusted 2005)• Committee member responsible for creating and arranging new quarterly sales campaign kick-off rallies• Acting Branch Manager of 188 Montague St., Brooklyn from Dec. 2005 to May 2006 in which I assumed supervisory responsibilities as well as addressed and resolved multiple audit concerns.• Promoted to Assistant Vice President July 2006

188 Montague St. Brooklyn, Ny 11201

• Acting Branch Manager of 188 Montague St., Brooklyn from Dec. 2005 to May 2006 in which I assumed supervisory responsibilities as well as addressed and resolved multiple audit concerns.• Ensured branch profitability, brand integrity, and operational integrity through sales efforts and risk management• Supervised the development of the staff and the daily activities of the branch• Coordinated the marketing of consumer and small business services in the branch with Regional Sales Management

188 Montague St. Brooklyn, Ny 11201

• Sold business checking, personal checking, sweep money market accounts, business loans/lines, leasing, cash management, and merchant services• Assisted management with ongoing compliance and addressed existing audit concerns• Booked $755,000 in new Business Term Loans and Lines of Credit and achieved 150% of YTD goal.Referred clients to a financial advisor resulting in $290,000 in sales• Assisted the Branch Manager with marketing small business services in the branch

51 W. 51St St. New York, Ny 10019 & 575 Madison Ave. New York, Ny 10022

• Sold business checking, personal checking, sweep money market accounts, business loans/lines, leasing, cash management, and merchant services• Increased the Business Lending Portfolio from $2.1 million to $3.3 million and $900,000 to $4.7 million • Referred clients to a financial advisor resulting in sales of $1.3 million in 2000, $600,000 in 2001 and $510,000 in 2003• Received special recognition (November 2000) as a top ten revenue earner in the Manhattan Region• Letter of recognition from the Cash Management Dept. as a top referrer resulting in booked business and revenue earned• Promoted to Assistant Treasurer April 2001

909 Madison Ave. New York, Ny 10021

• Sold personal checking, savings, sweep money market accounts, second mortgages and referred clients to an investment specialist• Booked $495,000 in second mortgages in the first two quarters of 2000 and $739,150 in 1999

62 White Street New York, Ny

• Learned and utilized a proprietary quick reference and document search/retrieval software• Digitally imaged legal documents of two large litigation projects (100M page and 500M page)Provided quality control: reviewing and fixing corrupted information files, image quality and page order

225 Park Ave. New York, Ny 10003

Worked with a team of investment brokers to identify investment leads and develop investment selling skills with the team and Managing Directors.

1 State St. Chicago, Il

Evaluated Equal Employment Opportunity Reports to determine the accuracy of the factored information and initiated a weekly report summarizing the report as a quick reference for the Vice President of Employee Relations.

198 College Hill Rd. Clinton, Ny 13323

• Reported the scholarship recipients to the scholarship donors and trustees of their respective scholarship programs.• Learned and utilized FileMaker Pro and developed a computer filing layout and form• Catalogued several years of the scholarship reports.

Certificate, Foundations And Grantmaking, A

• Foundations of Philanthropy and Grantmaking • Analyzing and Understanding Non-Profit Financial Statements • Law of Non-Profit Management.

Bachelor Of Arts, Sociology

Activities and Societies: Delta Phi, Brass Choir, Orchestra, WHCL 88.7*Studied Sociology *Trumpet player in the brass choir and orchestra.

High School Regents

*Wind Ensemble - Euphonium (4 yrs) *Orchestra - Trumpet (3yrs) *Marching Band - Trumpet (4 yrs) *Band - Trumpet (1 yr) *School Musical.