David Borgerding, Mba Email & Phone Number

Orlando, Florida, United States

Orlando, Florida

Led business operations as well as HMG’s financial growth and operational excellence practice areas, developing comprehensive business plans and strategies across a broad range of categories and business models. Recent projects focus on the exploration, financial scenarios, product development, production and sales for food, beverage and cosmetic consumer.

Embedded Senior Analyst/Consultant for large enterprise companies moving processes and procedures to Salesforce. Created and implemented internal process changes and statements of work for follow-on development teams. Advised internal executive team on workflow process redesign that cut down extensive backlog of over 500 issues to 76. Formulated internal.

Orlando, Florida, United States

CRM Selection Project: Hired as a consultant to lead Massey through the process of reviewing all operational systems involved in Marketing, Customer Relations, Field Service, Invoicing and Billing with the goal of reducing 6 different systems into a single integrated platform. The project’s overall goals were to reduce complexity within operations, focus.

Seminole County, Florida

Board of Directors: 2010-2015Treasurer: 2010-2015Finance Committee Chair: 2009-2015

Orlando, Florida

Founded Anex Data, LLC, leveraging Nexon Technology operations and international import operations for the distribution of NAS Products in the U.S. through wholesale distribution channels. Managed inventory, production and shipping of NAS products originating in Taiwan and Korea. Created and managed U.S. pricing strategies.

Orlando, Florida

Orlando, Florida

Led six Retail and Institutional Units spanning key company revenue areas, including Option Services, Futures Group, Initial Public Offerings Group, Load Mutual Fund Sales, Client Tax Support and Services for Independent Advisors.Business lead for development of the Google IPO auction system. Wrote and led consults with internal and industry legal counsels.

Orlando, Florida

Designed and managed the IPO business and control systems from inception. Commanded ongoing operational factors including budget, technology development, regulatory environment changes and relations with IPO partners.Created current industry standard for the Internet sales of IPOs. Gained SEC approval, which has withstood SEC and FINRA review for over 14.

Orlando, Florida

Responsible for new hire training and integration of more than 100 employees into the organization. Developed and implemented enterprise training programs around complex subject material, including margin calculations, advanced option trading, and hedging strategies.

Orlando, Florida

Member of Schwab's start-up team for the new 2,000 employee Orlando Operations Center. Effectively taught new hire classes on a variety of Schwab systems and procedures. Responsible for 12 individual brokers serving clients on the East Coast.

Indianapolis, Indiana

Responsible for the development and mentoring of new employees. Designed personal development programs for over 20 new employees and led them through to completion of their training programs.

Indianapolis, Indiana

As a new hire, excelled throughout the training period and subsequent assignments.

Master Of Business Administration (M.B.A.)

Bachelor’S Degree, Finance

Expeditioner

Certified Regulatory And Compliance Professional Phase I & Ii