David Simula Email & Phone Number

Sacramento, California Area

It was my privilege and responsibility to inspire, empower and appreciate the Wealth Advisors and Financial Advisors at SAFE. As the SAFE Financial Services Sales Manager I was also responsible for the design, development and management of the industry's next great Licensed Branch Employee Program.

Sacramento, California Area

Inspiring, Empowering and Appreciating are the ingredients I used to help those who help others set and pursue their financial goals in a retail bank environment. My responsibilities included all sales management functions for 100 Licensed Private Bankers and Licensed Branch Bankers for Northern California and the Pacific Northwest before being recruited.

With an award winning, fifteen year, tested and proven system and tools, guided by seasoned specialists, we helped firms understand and adhere to the Five Principles of Peak Platform Performance. With a unique focus on financial institution Platform Branch staff, Associate Advisors and Licensed Branch Employees (LBEs), EPIC Platforms excelled in designing.

When BBVA Compass purchased Guaranty Bank in 1999, I became the Regional Investment Platform Manager. I founded EPIC Platforms in 2011.

Promoted to manage five Regional Investment Sales Managers, 100 bank branch advisors and licensed branch employees and the California Guaranty Bank Investment Sales Program. Helped lead Guaranty to national recognition and the BISA Program of the Year Award.

Austin, TX

Recruited by my Program Manager from First American Bank, I trained, coached, motivated and provided sales management for 35 bank branch advisors and licensed branch employees for the Central Texas Region and Guaranty Bank Call Center.

Austin, Texas

Helped people and businesses set and achieve their financial goals using a variety of investment and insurance solutions with a consultative sales process in bank branch settings.

Austin, Texas Area

Helped people and businesses set and achieve their financial goals using a variety of investment and insurance solutions and financial planning with a consultative sales process.