David Sherman Email & Phone Number

San Antonio, Texas, United States

San Antonio, Texas

Leveraged financial coaching techniques to assist clients in achieving specific short-term and long-term financial goals. Delivered focused financial coaching strategies that promote behavior change such as goal-setting, accountability, and confidence-building. Developed strategic, behavior-focused activities to help clients meet their financial goals. Identified appropriate ways to support client’s goal achievement using coaching skills (accountability, check in/follow up). If relevant to the clients’ goals, the financial coach may provide information, guidance and assistance in budget/financial planning. Provided debt reduction, management and avoidance strategies. Provided savings strategies and methods (e.g. how to save for emergencies, unanticipated contingencies, and major purchases such as a house or car). Provided credit management (e.g. credit repair or credit building).Completed established intake process for all clients, ensuring all appropriate information is correctly recorded in financial coaching case management system. Created and maintain case files, data bases and other reports to monitor client progress and program outcomes. Conducted intake discovery interview and needs assessment with clients and establish current financial (health) baseline. Facilitated clients’ exploration of their financial situation, personal and family needs, and development of near- and long-term goals. Determined client eligibility for specific social services, financial stability and asset building programs.

San Antonio, Texas

The San Antonio Financial Empowerment Centers hosted by United Way of San Antonio and Bexar County offer, professional, one-on-one financial counseling to enable residents to address their financial needs and plan for their futures. Financial Counselors provide assistance with money management, budgeting, reducing debt, establishing and improving credit, connecting to safe and affordable banking services, building savings, and referrals to other services and organizations. Financial Counselors are professionally trained, and support their clients in navigating complex financial decisions, foreclosure prevention, asset building and financial services access.Received a Letter of Appreciation for Outstanding Performance - May 2015.

United States Marine Corps Bases - Usa & Overseas Assignments

Food Service Operations Manager: August 2005 to November 2007Managed a $1.5 million annual military food service budget. Inspect the inventory control of 6 military units per the specified guidelines. Directed a staff of 4 and coordinated staffing for newly assigned personnel. Supervised and resolved complaints made by military unit leaders and customers. Prepared military personnel Marine Corps Project Budget in support of field food service. Prepare Quarterly Subsistence Financial Report. Evaluated food service activity. Determined requirements for food service contracts. Monitored performance of a food service contracts. Implemented mobilization meal plans. Computed operational food service requirements. Implemented emergency and catastrophe meal plans. While serving as Food Service Operations Manager received the Meritorious Service Medal for outstanding meritorious achievement in October 2007.Food Service Manager: May 2002 to August 2005 Managed a $1 million annual food service budget, conducted menu planning and efficiently handled the inventory control as per the specified guidelines. Directed a staff of 16 and provided training to newly assigned personnel to completely focus on delivering a quality customer experience. Supervised and resolved complaints made by the customers. Lead the planning for all food service requirements. Staffed schedule with food service workers to prepare 2000 meals daily. Monitored and purchased inventory to ensure sufficient levels to accommodate demands. Ensured that all employees are in compliance with the Department of Health standards. While serving as Food Service Manager received the Navy and Marine Corps Commendation Medal for meritorious service in August 2005.

Bachelor Of Arts (B.A.), Sociology

Activities and Societies: Alpha Phi Alpha Fraternity, Inc.

Associate Of Arts (A.A.), Social Work