David Munson Email and Phone Number
David Munson work email
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David Munson personal email
Seasoned Entrepreneur with a comprehensive background in the Financial Services Industry, leveraging expertise in Property & Casualty Insurance, Insurance Planning, Disability Insurance, and Commercial Insurance. Proven aptitude in Risk Management, Investment Strategies, Retirement Planning, and Financial Analysis which enhances business development proficiency.Adept in leveraging data analysis to drive strategic decision-making and profitability. Proficient in utilizing trending analytical tools and techniques, data modelling, and interpreting complex data to provide tailored insurance and financial solutions.Holds a Bachelor of Science (BS) with a concentration in International Business and Spanish from the College of Charleston. Driven by the desire to deliver optimal financial advisory services through a unique blend of insurance expertise, data-driven strategy and innovative problem-solving.Passionate about continuous learning and staying up-to-date with the latest financial trends and regulations to deliver top-notch insurance and advisory services.
David Munson Insurance & Financial Services Inc.
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Agency OwnerDavid Munson Insurance & Financial Services Inc. Aug 2011 - PresentBethesda, Maryland, UsVersatile Insurance Agency Owner based in Washington D.C. with extensive experience in the insurance sector, specializing in providing comprehensive insurance solutions to clients. Expertise in Property & Casualty Insurance, Life & Disability Insurance, and Commercial Insurance underpinned by a firm understanding of the diverse needs of individuals, families, and businesses in the D.C. area.Demonstrated ability in business development and customer relationship management, forged by a commitment to providing superior client service and a tailored approach to risk management. Instrumental in growing the agency through strategic planning, innovative marketing strategies, and a steadfast commitment to customer satisfaction.Proficient in leveraging data analysis to inform business strategy, forecast trends, and deliver tailored insurance products that meet the evolving needs of clients. Acumen in interpreting complex data sets and converting them into actionable insights contributes to business development and expansion.Known for exceptional communication and public speaking skills, which enable the efficient conveyance of complex insurance concepts in an easily understandable manner. Adept at building robust relationships, not only within the team but also with clients and partners, thereby promoting a collaborative work environment.A Bachelor of Science degree holder, focused on International Business and Spanish, underpinning a comprehensive understanding of the global business landscape and enhancing capabilities in serving multicultural clientele. Passionate about fostering a culture of continuous learning within the agency and staying abreast of industry trends, regulations, and innovations to ensure the provision of the most reliable and up-to-date insurance and financial advisory services.
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Agency Owner (Washington, D.C.)David Munson Insurance & Financial Services Inc. Jun 2023 - PresentBethesda, Maryland, UsProviding Insurance and Financial Services in Washington, D.C. www.davidmunsonagency.com/washington
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Agency Owner (Bethesda)David Munson Insurance & Financial Services Inc. Jul 2011 - PresentBethesda, Maryland, UsProviding Insurance and Financial Services in Bethesda, MD. www.dcmetroinsurance.com
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Agency Owner (Potomac)David Munson Insurance & Financial Services Inc. Jan 2019 - PresentBethesda, Maryland, UsProviding Insurance and Financial Services in Potomac, MD. www.davidmunsonagency.com
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Founder & PartnerClub Capital Jan 2016 - PresentBethesda, Maryland, UsClub Capital provides an automated financial back office for growing insurance and financial service agencies. With over 800+ offices in 45+ states Club Capital is the largest insurance specific accounting and advisory firms in the country. -
Marketing SpecialistState Farm Insurance 2006 - 2011Bloomington, Illinois, UsWorked within a State Farm Office in Baltimore, MD in the areas of marketing, systems management, and lead acquisition.
David Munson Skills
David Munson Education Details
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College Of CharlestonSpanish
Frequently Asked Questions about David Munson
What company does David Munson work for?
David Munson works for David Munson Insurance & Financial Services Inc.
What is David Munson's role at the current company?
David Munson's current role is Owner at David Munson Insurance & Financial Services Inc..
What is David Munson's email address?
David Munson's email address is dj****@****ofc.edu
What is David Munson's direct phone number?
David Munson's direct phone number is +144341*****
What schools did David Munson attend?
David Munson attended College Of Charleston.
What skills is David Munson known for?
David Munson has skills like Leadership, Event Planning, Management, Insurance Planning, Commercial Insurance, Marketing, Public Speaking, Customer Service, Disability Insurance, Insurance, Homeowners, Umbrella Insurance.
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