David Tractenberg Email & Phone Number

Bala Cynwyd, Pa, Us

Norristown, Pennsylvania, Us

Currently voluntarily serve on the marketing board for a comprehensive domestic violence agency serving individuals, families and communities throughout Montgomery County, Pennsylvania

Philadelphia, Pa, Us

Supervised and directly monitored daily activities of a 10 person bi-coastal inside sales and loan origination teams. • Created and led Salesforce on-boarding process for new hires• End User Training and Assistance• Architect, Administrator and designer of Salesforce CRM database and system• Managed the Systems Development Life Cycle (SDLC)• Salesforce Business Analyst• Systematized and provided company wide training on Salesforce protocols that resulted in full adoption of Salesforce by existing employees.• Actively managed and organized the approximately 24,000+ client database.• Developed the inside sales process and adapted best practices for loan origination teams.• Created daily customized reports for the inside sales team, operations, sales, loan origination, marketing and credit underwriting teams/divisions.• Developer-level experience with SFDC Apex, Visual force and custom Apex triggers/classes• Streamlined UAT and QA• Designed complex solutions that required Configuration, Development, Data and Integrations

• Supervised and directed the pre-qualification process and loan packaging for several major franchise brands and concepts• Actively managed approximately 100+ clients in any given period.• Helped secure financing for over $50 million in conventional and SBA loans across several major franchise systems• Architect, Administrator and designer of Salesforce / NCINO CRM database and system• Migrated existing 8,000+ record CRM database to Salesforce / NCINO platform• Created automated internal and exporting reporting system for brand partners• Developed marketing materials and promotional materials

Philadelphia, Pennsylvania, Us

• Designed, administered and performed marketing and data analysis on current and ex-subscribers via print, direct mail and online surveying. • Utilized third party marketing analysis software suites during data analysis process. • Presented findings from research to marketing directors regularly to affect pricing and subscription offers to the newspaper’s subscriber base.• Researched and developed the newspaper’s subscriber customer loyalty and gift card program for www.philly.com• Discovered and then consulted regularly to regional distribution managers in PA, NJ and DE regarding disruptions and improvements to their service routes (specifically to elderly and disabled subscribers).

• Managed and conducted the SBA and Conventional loan process for clients seeking to secure small to mid-size business loans. • Assisted in the financing for the acquisition and sale of a $1.2 million carpet retail store• Prepared loan packages for underwriting• Conducted initial client / franchisee / borrower interviews

Lambertville, Nj, Us

• Performed clerical duties as a summer intern. Assisted on Rita’s Water Ice™ advertising and promotional campaigns.

• Assisted on Salad Works™ ad campaigns. • Researched future pharmaceutical clients. • Assisted on storyboards for television advertising for health care systems clients.

Conshohocken, Pa, Us

• Participated on internet marketing campaigns for NBA.com and NFL.com through analysis of independently conducted research. • Updated websites through Dreamweaver program.

M.B.A., Marketing

M.A., Professional Communications Consulting

Graduate Certificate Program, Paralegal Studies

B.S., Advertising