David Gonzalez Email & Phone Number

Los Angeles, Ca, Us

Los Angeles, California, United States

Los Angeles, Ca

Los Angeles, California

Delivered a high volume of fixed income collateral to the wealth management line of business. Demonstrated expertise in compliance record keeping, workflow and vendor management and retail/wealth management research. Managed creation of sales literature for three new fixed income funds and volatility messaging.

Los Angeles, Ca

Trained associates and contingent staff on the day-to-day use of production tools and submission of FINRA and dealer filings. Expanded Insights program collateral to include co-branded materials for five dealer firms and two equity focus funds. Coordinated launch of sales literature supporting American Funds Developing World Growth and Income Fund. Pilot member of volatility team focused on the release of time-sensitive materials. Managed retirement income and fixed income campaign sales… Show more Trained associates and contingent staff on the day-to-day use of production tools and submission of FINRA and dealer filings. Expanded Insights program collateral to include co-branded materials for five dealer firms and two equity focus funds. Coordinated launch of sales literature supporting American Funds Developing World Growth and Income Fund. Pilot member of volatility team focused on the release of time-sensitive materials. Managed retirement income and fixed income campaign sales collateral and coordinated development of the Fixed Income Focus program, Fixed Income at Capital roadshow and launched collateral supporting the American Funds Strategic Bond Fund. Show less

Los Angeles, Ca

Expanded vendor management skill set, coordinating with printers, stock photo houses and external vendors supporting our print/paper databases. Coordinated production of perennial literature supporting the retail and variable annuity lines of business. Scheduled and launched seasonal projects including Advisor Forums, Advisory Council and National Sales Meetings, Investment Professional Travel and Investment Insights. Maintained image licenses and coordinated workflow management tool… Show more Expanded vendor management skill set, coordinating with printers, stock photo houses and external vendors supporting our print/paper databases. Coordinated production of perennial literature supporting the retail and variable annuity lines of business. Scheduled and launched seasonal projects including Advisor Forums, Advisory Council and National Sales Meetings, Investment Professional Travel and Investment Insights. Maintained image licenses and coordinated workflow management tool enhancements. Developed professional relationships with internal Legal/Compliance, Fund Accounting, Fund Results, Advisor Education/Training and Meeting Planning teams. Show less

Los Angeles, Ca

Primary production contact for the American Funds Adviser Center web team. Coordinated daily site management activities. Identified efficiencies to existing web production processes. Managed high visibility reviews for new fund initiatives, share classes and web campaigns.

Charleston, Sc

Assisted unit leader in the management of approximately eighty corps members and eight team leaders. Contributed in the development of training sessions on policies, procedures, and customer service. Organized Team Leader recruitment initiative for Southeast region. Constructed homes with multiple Habitat for Humanity chapters; extended and maintained trails at Ruffner Mountain Nature Center (AL) and the Palmetto Trail (SC); tutored middle school students at Military Magnet Academy (SC)

Ba, Cinema And Media Studies, Latin American Studies

Activities and Societies: Prospective Students Advisory Committee, DOC Films

Certificate, Wine Education And Management