David Timoff Email & Phone Number

United States

Clawson, Michigan, United States

• Built and maintained relationships with broker-dealers to execute best price buy/sell trade orders on behalf of clients, collect market color and structure investment securities tailored to client specific portfolio.
• Executed high volume of daily trading across a variety of asset classes.
• Collaborated with portfolio managers to establish investment strategies in relation to each client’s asset liability management position.
• Performed ad hoc projects, such as market research, presentations, running of specific reports.

• Performed budget and forecast analysis.
• Performed data variance analysis and research using Ad Hoc.
• Reported and performed analysis of financial and accounting information.
• Prepared and presented month-end reports for management.

• Selected to coordinate and implement new asset management system/program resulting in 99% accuracy.
• Developed training program to ensure all monthly, quarterly, and midyear training requirements were met and accurately tracked for 96 flying employees.
• Managed training requirements for all employees resulting in 100% uninterrupted flying operations.
• Oversaw division’s $547k budget while ensuring 112 employees were equipped to perform job duties.
• Trained fellow sensor operations on job duties, techniques, and procedures.
• Performed mission planning flight duties in accordance with aircraft technical orders, applicable Air Force Instructions and theater Rules of Engagement.

• Consistently exceeded all sales goals set by management.
• Developed in-depth knowledge of financial products and technology to advise clients accordingly and provide excellent service.
• Developed relationships with clients to encourage repeat business and client referrals.