David Call Email & Phone Number

Columbus, Oh, Us

Chicago, Il

Chicago, Il

Oversaw wealth management advisory services and sales at high-growth branch of a $271B Fortune 200 financial services company. Established and cultivated long-term client relationships with diverse clientele through investment advisory services, wealth management planning, and investment product sales. Directly trained branch staff on financial products and product sales methodologies, and oversaw branch sales goals and objectives.• Achieved “Top 5 in Production” award every year since 2011• Grew branch customer base by an average of 350 clients per year• Grew branch account portfolio profile by an average of 600 accounts per year• Grew 59% of existing clientele portfolios by adding at least one new product or service• Maintained FINRA Series 7 & 66, as well as Ohio life and health insurance licenses

Columbus, Oh

Selected to oversee wealth management advisory services at $519B, Fortune Global 20 financial services company. Responsible for establishing and cultivating long-term client relationships through investment advisory services, wealth management planning, and investment product sales. Directly trained all incoming wealth management advisors on policies, procedures and best practices.• Four-year recipient of Annual National Leaders Corps Award• Oversaw $15M client portfolio• Grew portfolio by an average of 87 clients per year• Grew individual client wealth profiles by an average of 18% annually • Grew 20% of organic clientele portfolios by adding at least one new product or service• Maintained FINRA Series 7 & 66, as well as Ohio life and health insurance licenses

Columbus, Oh

• Managed administrative staff at high end salon that included 100+ employees at the nation’s premiere salon while attending Ohio State full time to obtain Bachelor’s degree. • Ensured client satisfaction of products and services which exceeded $70k daily.• Trained and mentored administrative staff on an ongoing basis.• Managed daily salon banking and reconciliation activities.