David E. Forbes Sr. Mba Msw Email & Phone Number

Stuart, FL, US

Stuart Florida

I work collaboratively with a team to develop individualized treatment plans, facilitate therapy sessions, and track client progress. My Responsibilities include:Conduct intake assessments to evaluate clients' mental health, substance use history, and addiction severity.Develop individualized treatment plans in collaboration with clients and other.

Stuart, Florida, United States

I was hired as part of the first external class of NMS-MSRs. I began training in November 2017 and came on the floor in February 2018. In three months, I was promoted to Senior Specialist and have continually met or exceeded my metrics. Additionally, I requested and have been given additional duties such as team meetings and Compliance POC. I have.

Wellington, Florida

• Build long-term relationships with existing and new Wells Fargo high value customers ensuring retention and exercising excellent customer service in all customer interactions.
• Identify and offer packaged product solutions, proactively suggest product solutions and services, and initiate partner referrals that meet the customer’s needs and financial goals.
• Reach out into the community by visiting businesses, make outbound calls to customers, and conduct educational seminars in the community.
• Develop and maintain strong relationships with Wells Fargo partners to maximize customer solutions. Additional focus to assist customers with investment solutions with personal financial reviews and lending services.
• Assessing the client's needs and recommending investments, retirement, insurance, and WellsTrade solutions.
• Engage my Financial Advisor partners to help deliver the right solutions for customers to succeed financially

El Paso, Texas Area

• Meet with clients in person to discuss their financial goals
• Explain the types of financial services they provide to potential clients
• Educate clients and answer questions about investment options and potential risks
• Recommend investments to clients or select investments on their behalf
• Help clients plan for specific circumstances, such as education expenses or retirement
• Monitor clients’ accounts and determine if changes are needed to improve account performance or to accommodate life changes, such as getting married or having children

El Paso, Texas Area

• Building and maintaining business relationships with clients
• Scheduling and attending meetings
• Discussing and assessing clients' current and future insurance needs
• Researching insurance policies and products
• Negotiating policy terms and costs with insurance providers
• Arranging insurance cover for clients with the insurance provider

El Paso, Texas Area

• building and maintaining business relationships with clients
• scheduling and attending meetings
• discussing and assessing clients' current and future insurance needs
• researching insurance policies and products
• negotiating policy terms and costs with insurance providers
• arranging insurance cover for clients with the insurance provider

Master Of Social Work - Msw

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor’S Degree, Business Administration And Management, General