David Maxfield Email & Phone Number

Extremely proficient at recognizing financial product cross sale markets in contact center inbound/outbound environments with award winning service. Team influence. My passion is as change agent: project Business Analyst, SME, Process Analyst, and trainer. Implementing organizational and technology change into teams and recreating processes. Learner – Willing to dig into details on processes, problems, history, and people to understand. As a learner able to identify the learning style of others, thus an instinctive teacher. Strategic – Inventive, innovative, original, and resourceful. Able to find just the right words to articulate thoughts and recognized for speaking ability across audiences. Responsibility – Reliable and dependable with strong sense of commitment and seeing things through to completion. Going great lengths to do things right, behave ethically, and expecting it in others.Deliberative – No nonsense sober style. Processing information in a methodical fashion. Willing to delve into POV for all stakeholders and take a long term view in decision making process. Futuristic – Recover easily from setbacks easily with eye to moving forward. Motivated by seeing what can be upgraded, enhanced, or perfected.Achiever – Diligence, persistence, and concentration. An undeniable sound work ethic, consistently working to achieve goals within high standards of measurement.Specialties: Brokerage, Insurance, Annuities, Mutual Funds, technology conversions, coaching, training, process improvement, bridging internal and external teams, change agent, influence, persuasion, business analyst, business process analyst, project management, project SME.

Listed skills include Series 7, Series 63, Series 9, Series 10, and 30 others.