David M. Bernardo Email and Phone Number
As a visionary leader with over a decade of expertise in driving revenue growth, scaling operations, and building high-performing teams, I am an executive partner and a serial change agent turning businesses into profitable ventures. To improve operational efficiency and boost financial performance, I focus on streamlining processes and implementing strategic initiatives that drive a cultural shift across Operations, Sales, and People functions. My Key Contributions Span Several Strategic Areas: ► IPO Readiness: Scaled mortgage operations to 800+ agents and funded over $4 billion in volume by positioning the company for IPO readiness through effective sales growth strategies and operational expansion.► Business Sale: Aligned operations with investor expectations to ensure profitability and engaged a buyer to facilitate the successful sale of the company, leading the turnaround from near bankruptcy.► Revenue Growth and Profitability: Transformed a collection business to drive an additional $2 Million in annual revenue and turning the business profitable.► Operational Expansion: Increased revenue from $4.3 Million to $7.6 Million to position the organization for acquisition by a franchisee.► Underperforming Location Turnaround: Led a comprehensive process analysis and improvement initiative turning the failing branch into a revenue-generating unit and boosting overall profitability by 30%.I addition to my experience in fostering inclusive, performance-driven cultures that drastically reduce turnover, enhance employee satisfaction, and boost retention, I also build strong stakeholder relationships and lead teams to deliver measurable outcomes. My extensive expertise in sales growth strategies, financial analysis, and process improvement facilitates consistent operational excellence, compliance, and customer satisfaction.Let's connect to discuss how to drive business success through strategic leadership and operational transformation!
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Vice President Of AdmissionsTrios College Business Technology HealthcareToronto, On, Ca -
General Manager I Director Of Human ResourcesFinancial Debt Recovery Limited (Fdr) 2022 - PresentGreater Toronto Area, Canada► Financial Debt Recovery is a single source provider for all corporate credit and receivable management needs, focused on collection services for accounts at all placement levels. ► Our competitive advantage and vast resources act as an extension of your business with a number of unique services and programs to maximize your recoveries yet still maintain positive debtor/customer relationships. ► FDR was established in March 1991 and is 100% Canadian owned and operated. FDR has been a pioneer in the Canadian Receivable Management Industry being one of the few service providers able to successfully marry the strengths of a Contingency Collection Agency with the dedication and support of a Debt Purchaser. ► Through innovation and technology, FDR is dedicated to deliver the highest standard of service and performance to our clients and their customers. -
Vice President Of SalesPineapple 2020 - 2022Greater Toronto Area, Canada► Scaled operations to 800+ mortgage agents and achieved $4+ Billion in funded volume, supporting IPO readiness with predictable business models.► Doubled mortgage agent count and volume by leveraging strong lender relationships and marketing collaboration.► Recruited, mentored, and led 50 direct reports, improving sales performance through targeted coaching and engagement strategies.► Expanded business by opening new offices in Ottawa and advancing plans for additional locations, ensuring compliance with regulations.► Strengthened partnerships with 20 institutional lenders, boosting customer engagement and driving overall business success. -
Vice President Of Sales And MarketingChild Plan™ 2018 - 2020Greater Toronto Area, Canada► Drove business transformation, leading a struggling company to profitability and facilitating its sale through strategic leadership.► Aligned operations with investor goals and collaborated with internal and external stakeholders to secure a buyer and achieve a profitable sale.► Boosted revenue and client satisfaction by setting sales targets, developing growth strategies, and optimizing team performance.► Reduced costs and improved decision-making by analyzing financial data and working closely with brokers, advisors, and internal teams to meet financial targets. -
Director Of EducationTrading Academy 2014 - 2017Greater Toronto Area, Canada► Critically increased revenue and positioned the organization for acquisition by a Canadian franchisee.► Boosted average tuition and earned recognition as the top center in the company for tuition and ranking 3rd in student attendance.► Streamlined sales processes to enhance profitability, drive efficiency, and empower employees through improved prospecting and referrals.► Recruited, trained, and led a team to achieve top 20% performance across 49 centers by fostering a collaborative and high-performing sales environment.►Transformed a struggling workplace into a thriving, positive culture by hiring, mentoring, and enforcing accountability to drive top performance. -
Director Of SalesRbc Insurance 1999 - 2013Greater Toronto Area, Canada► Significantly raised annual premiums by introducing targeted coaching programs and resolving compliance issues.► Transformed a 15-member sales team within 6 months through strategic coaching, replacing underperformers, and retraining new hires, managing a team of 8 Branch Managers and 100+ Insurance Advisors.► Boosted policy placement ratio from 30/70 to 70/30 by standardizing best practices and revamping client needs analysis, leading to higher retention.► Enhanced collaboration and drove a rise in multi-product sales through tailored advisor pairing and annual reviews, significantly improving client satisfaction.► Partnered with retailers on cross-sales initiatives, recognized at the 2010 Annual National Sales Meeting for improving retention and business consolidation.
David M. Bernardo Skills
David M. Bernardo Education Details
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Marketing
Frequently Asked Questions about David M. Bernardo
What company does David M. Bernardo work for?
David M. Bernardo works for Trios College Business Technology Healthcare
What is David M. Bernardo's role at the current company?
David M. Bernardo's current role is Vice President of Admissions.
What schools did David M. Bernardo attend?
David M. Bernardo attended Sheridan College.
What skills is David M. Bernardo known for?
David M. Bernardo has skills like Insurance, Critical Illness, Leadership, Life Insurance, Disability Insurance, Strategy, Term Life Insurance, Training, Marketing Strategy, Retirement Planning, Sales, Coaching.
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