David Lantman Email & Phone Number

-Ensuring that a company's products comply with the regulations of the OEM Marketing Compliance rules.-Managing and facilitating all pre-approval submissions for clients-Acting as Subject Matter Expert to internal teams regarding Product Development and Enhancements-Collecting information regarding global impact of compliance issues-Reviewing each client infractions for non-compliance per an OEM to create global solutions-Provide internal teams with Compliance Playbooks per OEM-Keeping abreast of changes to OEM compliance covenants, programs, and monitoring efforts on Dealer.com Digital Solutions

Burlington, Vermont Area

Burlington, Vermont Area

Sales Consultant responsible for assisting customers in purchase decisions, finance/lease options, and other products available to customers after the sale. Also responsible for contacting previously sold customer to make sure they are enjoying our product.

Promoted new industry specific programs and sold the added benefits of placing business with Acadia to agents. Serviced a book of business on an ongoing basis to ensure clients had the best and most appropriate coverage. Managed assigned agencies and made frequent agency visitations to encourage a positive working relationship. Worked in a team environment and served as the lead transportation underwriter. Trained or assisted in training of coworkers and agents for transportation related business. Selected and wrote new and renewal commercial accounts to achieve production and profit goals. Provided direction and delegated tasks to Analysts, Raters, Associate Underwriters, Technicians. Coordinated loss control, claim, audit and billing services as needed. Negotiated facultative reinsurance on accounts where needed.

Interacted daily with clients / Investment Managers, sub-custodians from several different countries, depositories, agents, and brokers in order to reconcile cash, security, and suspense transactions while adhering to quality control measures.Oversaw mandatory and voluntary corporate actions custody functions related to global securities for all Mellon accounts.Tasks include the daily interpretation, monitoring, scrubbing, and notification of corporate actions for multiple foreign markets as well as the reconcilement, monitoring, and posting of entitlements to client accounts.

Mba, Business Administration And Management, General

Bachelor'S Degree, Business & Economics