David Westfall Email & Phone Number

Houston, Texas, United States

Enroll Dealerships into our no obligation ProGuard Products working with dealers exclusively and directly, we offer excellent service. Offering Warranty, Commercial Warranties, GAP and Certified Vehicle products.

Katy, Texas, United States

Oversee two chapters of BNI. Director Consultants support and help chapters increase membership, retain current members, train and educate the members to help them get the most out of BNI.

Cypress, Tx

President and Owner of Global Locator Systems of Texas. Global Locator Systems of Texas quality Real-Time GPS Tracking Solutions. We provide both businesses and individuals the capability to instantly locate and track whatever you value most. Global Locator Systems of Texas provides customized solutions for your Tracking needs, whether it is Asset Tracking, Fleet Tracking or Personal Tracking. All GPS Tracking Group devices are real-time & historical trackers without any "overcharges" for continuous 24/7 tracking. If you are in need of one GPS tracker for personal use, or a complete GPS tracking solution for a fleet, GPS Tracking Group has fully customizable, targeted solutions that are designed to fit your specific needs.

Houston, Texas Area

Supervise 7 team members that work on simple to mid-level accounts across Collateralized Loan Obligations and Collateralized Debt Obligations.Responsibilities include hiring, training, performance evaluations and coaching. Assist with development of tracking and monitoring reports, resolve customer issues and inquiries. Ensure service and productivity standards and goals are met.

Houston, Texas Area

• Process key specialized functions while ensuring compliance with Firm and Corporate Trust policies and preferred practices.• Subject matter expert for multiple products.• Reconcile cash flows and trade processing, debt service payments, compliance monitoring and client service and communication. • Utilize Bloomberg software for information regarding Bonds.

Houston

• Ensured adequate staffing for various groups based on projected call volumes, which permitted the department to meet service goals.• Human resource functions including training, supervision, performance evaluation and associate development/motivation.• Worked with eService group to develop various web pages. Identified information clients expect to find available on the firm website followed by having this information added. • Coordinated audits for various customer mailings which insured accuracy and consistency prior to mailing.• Worked with various internal departments that resolved issues and complete projects. Departments including Legal, Marketing, Tax Group and Product groups.

Houston, Texas Area

• Single point of contact for Van Kampen Funds Board of Trustees’ personal accounts.• Relationship Manager to a third party transfer agent of Closed-End mutual funds.• Responsible for the operation portion for the launch of 4 closed-end IPO’s, 18 fund mergers, 2 right offerings, and 1 fund liquidation. • Review monthly invoices for accuracy by ensuring errors are corrected prior to forwarding for payment.• Developed privacy procedures for the Closed-End Department to ensure the protection of shareholder information and to mitigate risk to the firm.• Using effective management, delegation, and documentation ensure timely completion of multiple projects.• Responsible for ensuring Dividend Reinvestment Plan Terms and Conditions material remain current, Coordination of printing for timely delivery.• Communicate revisions to procedures and creation of job tools for closed-end product line.• Developed and maintain closed-end training curriculum and job tools.• Coordinate the development shareholder communication working with multiple departments to ensure timely delivery and proper reviews are completed. • Supervise a high volume call center responsible for 46 Morgan Stanley and Van Kampen Closed-End mutual funds.• Work with eServices and Product groups to ensure product information and services on the website are current and accurate. • Maintain and enforce Patriot Act procedures for Van Kampen Client Relations Team. • Motivating representatives to exceed departmental goals by providing constructive feedback related to call quality, performance, and professional development.

B.S. Of Geography And Political Science, Geography

Bachelor'S Degree, Geography

Activities and Societies: Degree in Geography and Political Science with an emphasis in urban studies.