David Lipkus Email and Phone Number
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David Lipkus personal email
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David Lipkus phone numbers
Specializing in:• Life, Disability and Critical Illness Insurance • Tax minimization• Mutual Funds and Creditor Protected Segregated Fund Investments• Business Insurance Solutions• RRSP, RESP and TFSA
Groupe Financier Peak / Peak Financial Group
View- Employees:
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Financial Security AdvisorGroupe Financier Peak / Peak Financial Group Aug 2022 - PresentOntario, Alberta, British Columbia And Nova Scotia -
Financial AdvisorLondon Life Dec 2013 - Aug 2022Toronto, Canada AreaAs a Financial Advisor, I help clients to formulate and implement sound financial planning strategies. Using insurance and investment products, I help individuals, families, and business owners accumulate wealth, minimize risk exposure, and protect against life's uncontrollable events. -
Regional Account ManagerEloqua Jul 2012 - Sep 2013Toronto, Canada AreaResponsible for selling Revenue Performance Management and Marketing Automation solution to Marketing, Sales and C-Level Executives.Eloqua's Revenue Performace Management (RPM) solution shines a light on the growth of your business, allowing Executives to make better marketing and sales decisions today...that drive revenue growth tomorrow!Eloqua automates the science of marketing! With Eloqua, marketers can read and automatically respond to their buyers’ Digital Body Language™ and triumph over their biggest challenges:- Drive revenue through more qualified leads - Increase efficiency and effectiveness - Demonstrate value and accountability - Align marketing and salesThe most reputable and fastest growing companies all use Eloqua! -
Director, Sales PerformanceFusion Learning May 2011 - May 2012We’re Canada’s fastest growing sales effectiveness firm. We provide solutions in three main areas:1/ Sales Strategy, 2/ Practical Sales Management, 3/ Sales and Service Essentials – to enable and embed sales performance. Our clients include industry leaders such as: American Express, Canadian Tire Financial Services, Corby’s, HSBC, Johnson & Johnson, Manulife, Molson Coors, Pfizer Canada, Sony of Canada and TELUS.SpecialtiesSales Effectiveness; Strategic Sales BluePRINT; Practical Sales Management; Sales and Service Essentials -
Vice President, Business DevelopmentAme Learning Aug 2010 - May 2011-Selling accounting curriculum to colleges in the United States using a revolutionary method of learning that blends textbooks with experiential eLearning tutorials with an online homework solution.-Established close relationships with leading tier one colleges in the United States using consultative sales approach to uncover specific needs, and strategic planning to manage entire account for the long-term. -
Information Solutions ConsultantCarswell, A Thomson Reuters Business Feb 2009 - Aug 2010-Promoted to a Solutions Consultant, taking on a leadership role for our team-New business development role selling online legal research tools to small to mid-size law firms in the GTA-Delivered customized sales presentations based on clients prioritized needs using consultative needs analysis strategies.
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Information Solutions AssociateCarswell, A Thomson Reuters Business Jul 2005 - Feb 2009-Presidents Club member two years in a row (2007 & 2008) for achieving over 120% of target.-New business development role selling online legal research tools to small to mid-size law firms in the GTA-Delivered customized sales presentations based on clients prioritized needs using consultative needs analysis strategies.
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Human Resource Online Sales RepresentativeCarswell, A Thomson Reuters Business Oct 2004 - Jun 2005Pioneered a virtual sales method selling online referance materials to Human Resource departments across Canada. -
Business Development RepresentativeBlair Technology Solutions Nov 2001 - Aug 2004Identified and developed customer relationships with key Executives for our High Availability, Disaster Recovery and Information Technology Continuity Planning Solutions.
David Lipkus Skills
David Lipkus Education Details
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Business/Commerce, General
Frequently Asked Questions about David Lipkus
What company does David Lipkus work for?
David Lipkus works for Groupe Financier Peak / Peak Financial Group
What is David Lipkus's role at the current company?
David Lipkus's current role is The Insurance Guy for Dentists.
What is David Lipkus's email address?
David Lipkus's email address is dl****@****ail.com
What is David Lipkus's direct phone number?
David Lipkus's direct phone number is +164740*****
What schools did David Lipkus attend?
David Lipkus attended Dalhousie University.
What skills is David Lipkus known for?
David Lipkus has skills like Saas, Crm, Business Development, Sales, Sales Process, Leadership, Management, Selling, New Business Development, Salesforce.com, Account Management, Marketing Strategy.
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