David Lopez, Mba, Cbc, Clc Email & Phone Number

Stow, MA, US

I am a Certified Business Coach who serves as a private practitioner working with a broad spectrum of individuals and business owners. I am a collaborative, solution-focused coach. Through this approach, I provide support and practical feedback to help clients effectively address personal and business challenges. I also integrate coaching techniques and.

Audio and video production and distribution.

Responsible for driving voter activity in Massachusetts.Votes for Donald Trump in Massachusetts increased by 8.8% from 2020 to 2024. Second highest percentage gain in the country.

Exploratory Candidate for State Representative

Faculty Director - Babson Summer Study Program, Venture Advisor - Babson Summer Venture Program Instructor - Venture Capital, Entrepreneurship, Global Consulting, Corporate Financial Management, Executive Education, Global MBA, FME, Babson Build program. Judge B.E.T.A. Challenge.

Instructor - Small Business Management, Entrepreneurship, Entrepreneurial Finance, Selling, MBA Online. Advisor / Judge - New Product Innovation Competition, Advisor / Judge Intramural Case Competition.

Instructor - Personal Finance, Investments, EntrepreneurshipAdvisory board member, Judge, mentor - Ureka Business Plan Competition

Seized opportunity to provide sales management, business development, sales training and strategic planning consulting services to a broad array of industries. Provided participants at Harvard University, The Enterprise Center at Salem State and Boston University's Business Plan Bootcamps business, sales, operations and consulting expertise in launching.

Founded financial services firm designed to assist individuals, families and businesses in the achievement of their financial objectives.

Managed sales, investment planning, operations, and sales support staff. Responsible for hiring, managing, and coaching financial advisor sales team to adhere to company and regulatory policies and generate sales revenue. - Selected by senior management to assist in the design, development and delivery of a companywide sales process design initiative.

Hired to build and direct sales and marketing efforts for the state of Massachusetts. Built and maintained partnerships with retail bank management. Held P & L responsibility for 450mm budget and managed 45 employees.Successfully turned around underperforming sales division, increasing sales by 253mm. Recognized opportunity to increase sales from.

Member of the Strategic Integration Team for the Farmers Financial Solutions start-up initiative. This 90 million dollar start-up initiative was designed to provide an innovative sales process for Farmers' 14,000 agents nationwide. The model created was utilized by Zurich Financial Services to achieve its assets under management and sales revenue.

Created the training department. Designed and delivered the Retail Investment Sales new hire training program, FINRA Continuing Education program, and first ever selling skills and management development programs. Recruited, hired, trained and managed staff of 5 with a one million dollar budget.

Working Committee member for BankBoston's investment banking business launch. Assisted in the creation of a broker/dealer and participated in the design of a training program for investment bankers. Member of the Investments Integration Committee, formulating the merger of the broker/dealers and mutual fund families of The Bank of Boston and Baybanks..

Certified Professional Coach, Certified Business Coach, Certified Life Coach

Price - Babson Symposium For Entrepreneurship Educators, Entrepreneurial Leadership Program

Course Design Institute, Instructional Design

Mba, Entrepreneurship And Public Administration

Activities and Societies: Judge and board member New Product Innovation Competition.

Bsba, Business Administration

Activities and Societies: Sigma Epsilon Ro Honor Society Golden Key Honor SocietyMagna cum Laude

Education record

Music Production Workshop Songwriting Workshop Summer Guitar Sessions Guitar Scales 101 Guitar Chords 101 The Art of Mixing Editing Music.

Education record