David Mutz Email & Phone Number

Tampa, Florida, United States

Our goal at Pure Health & Hormone Center is to help you achieve your goals in the most effective, medically-safe ways possible! We live to help you feel good on the inside, whether that is physically or mentally, by optimizing your health & hormone levels, and look good on the outside with medical-grade vitamin injectables & medical weight-loss treatments to help you achieve your desired appearance. We also help you “play good” by increasing your performance, endurance, and optimizing your levels to help you be the best version of YOU! Our main philosophy is Feel Good, Look Good, Play Good.

Greater San Diego Area

Schaumburg, Illinois

● Recruit of the reinsurance e-Team (efficiency team) where I help save time and reduce errors by automating manual processes using macros, VBA, and robotics● Process raw data to create meaningful, visually appealing presentations allowing reinsurance management to track and align 10,000 monthly line items totaling up to $43 million with Zurich’s overall strategies and goals● Collaborate, plan, organize and execute functions to prepare for continent-wide management addresses as a voluntary member of the Finance and Actuarial Community Engagement Team● Manage claims and collections on globally-placed reinsurance contracts through communication and relationship building with brokers from markets around the world, including sole responsibility for an account with over $19.1 million in ceded activity a year (second largest account in Group Reinsurance)● Prepare analysis to support financial reporting and account reconciliations● Run a mission critical process and application for Group Reinsurance, with over $400 million of claims being worked and analyzed through a complex series of interlocking mainframe and Microsoft Excel macros

Wood Dale, Il

● Top performing Universal Banker in the district for the month of July 2016 (as measured by sales points), outperforming the next highest Universal Banker by 6.75% and more than double any other UB● Provided professional financial advice on mortgage, automotive and personal loans● Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans● Educated customers on the variety of loan products and available credit options● Executed the loan origination process, including ordering credit reports and appraisals

Tampa/St. Petersburg, Florida Area

● Analyzed costs and revenues to project trends resulting in an average increase of 33% in sales per month● Built and maintained a professional website, helping to drive business through both online and traditional marketing efforts● Researched and implemented computer programs that streamlined operating procedures and reduced human errors, reducing operating costs● Led daily and annual account reconciliation to prepare business for annual tax submission● Researched innovative technology and studies to implement in continuing business, contributing to an average increase of revenues of 33% per month YOY● Negotiated with suppliers to reduce product and inventory costs up to 25%

2020 Cfa Level Iii Candidate

Bachelor’S Degree, Finance, General

Activities and Societies: President, Investment Club - 2011; Vice-President, Investment Club - 2010; Financial Management Association.