David Kennedy Whitfield

David Kennedy Whitfield Email and Phone Number

Small Business Owner Insurance | Driving Business Excellence, Organizational Effectiveness & Profitability @ Soleyon Inc.
kirkland, washington, united states
David Kennedy Whitfield's Location
Kirkland, Washington, United States, United States
David Kennedy Whitfield's Contact Details

David Kennedy Whitfield work email

David Kennedy Whitfield personal email

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David Kennedy Whitfield phone numbers

About David Kennedy Whitfield

Small Business Owner in Insurance and Real Estate. I am a results-driven Small Business Owner with 10+ years of experience of running a small business. I founded Soleyon Inc. in 2008 and have started my career with investments in Multi-Family Real Estate in 2015.My background includes successful experience in entrepreneurial roles as President of Soleyon Insurance Partners and Agency Owner for Zurich Financial Services.Equally strong in preparing balance sheets, expense reports and profit and loss statements; identifying risks, predicting trends, and proposing solutions to manage challenges and mitigate risks.For example, as President of Soleyon Insurance Partners, I developed the company’s highly robust financial and business model, laying the foundation for rapid, multimillion-dollar growth.Additionally, I drove a dramatic increase in business profit by implementing a LEAN management strategy, along with zero based budgeting to maximize customer value.MY EXPERTISE INCLUDES:* Project Management* Risk Evaluation & Assessment* Financial Research & Analysis* Reporting & Documentation* Quantitative & Statistical Analysis* Market Assessment/ Trend Analysis* Strategic Planning & Management* Team Building, Mentoring & Training* Accounts Payable & Receivable* Quality, Cost & Performance Improvement

David Kennedy Whitfield's Current Company Details
Soleyon Inc.

Soleyon Inc.

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Small Business Owner Insurance | Driving Business Excellence, Organizational Effectiveness & Profitability
kirkland, washington, united states
Employees:
13
David Kennedy Whitfield Work Experience Details
  • Soleyon Inc.
    President
    Soleyon Inc. Oct 2008 - Present
    Lynnwood, Wa
    Founded the company to offer a wide range of personal and business financial services to different clients based on their financial needs.* Established the company single-handedly during financial crisis, and grew it from zero to over 30+ members, $15M in sales and $2M in gross profit within 7 years.* Positioned the company as:- Puget Sound Business Journal Fastest Growing Business in the State of Washington for 2012 – 2013.- Puget Sound Business Journal Fastest Growing Company of the Eastside of Washington for 2012 – 2013.- Premier Financial Partner by The Hartford Company since 2010.
  • O'Dea High School
    Alumni Board Member
    O'Dea High School Oct 2012 - Dec 2016
    Greater Seattle Area
  • Independent Insurance Agents & Brokers Of Washington
    Member Of The Board Of Directors
    Independent Insurance Agents & Brokers Of Washington Jan 2015 - Jan 2016
    To represent the best interest of the people in the Independent Agent & Broker of Washington State
  • The Hartford
    National Advisory Council
    The Hartford Aug 2013 - Jan 2016
    To work with the Head Corporate Management Team with The Hartford Group of Insurance Companies to help them understand the needs of the businesses & people representing their products in the field and to help with ideas on technology upgrades, compensation, marketing, sales, cross-selling, retention of clients and so much more. It was a wonderful experience.
  • Independent Insurance Agents & Brokers Of King County (Iiabkc)
    Treasurer
    Independent Insurance Agents & Brokers Of King County (Iiabkc) Jan 2013 - Jan 2016
    To manage the investment portfolio of the IIABKC, which is the King County Chapter of the Independent Agent and Broker of King County. I also served in other positions as well, my favorite besides treasure was putting together a internship program with Washington State University in the Risk Management Program of Business School, it was a wonderful experience.
  • Progressive Insurance
    National Technolgy Board
    Progressive Insurance Jan 2011 - Apr 2013
    To work with Progressive Insurance to give feedback and test new technology and ideas to upgrade the sales and retention process for the organization through Progressives Award Winning websites, For Agents Only and their Consumer Website
  • Zurich North America
    Business Development
    Zurich North America Dec 2005 - Oct 2008
    Bellevue, Wa
    Represented different companies for Zurich to offer business and personal financial services, and insurance products to its customers. * Turned around the agency from zero customers to over 500 within 2 years and recorded over 90% customer retention.
  • Farmers Insurance Group Of Companies
    Business Development
    Farmers Insurance Group Of Companies Dec 2005 - Oct 2008
    Bellevue, Wa
    Represented different companies for Zurich to offer business and personal financial services, and insurance products to its customers. * Turned around the agency from zero customers to over 500 within 2 years and recorded over 90% customer retention.

David Kennedy Whitfield Skills

Insurance Commercial Insurance Property And Casualty Insurance General Insurance Umbrella Insurance Customer Service Casualty Liability Underwriting Brokers Leadership Term Life Insurance Legal Liability Life Insurance Agents Workers Compensation Small Business Professional Liability Claim Training D&o Commercial Lines Retirement Planning Risk Management Motorcycle Employee Benefits Health Insurance Start Ups Retirement Homeowners Accident Reinsurance Claims Management Financial Risk Employment Practices Liability Long Term Care Inland Marine Captives Excess Disability Insurance Enterprise Risk Management Surety Bonds Medicare Universal Life Fixed Annuities Coverage Long Term Care General Liability Umbrella Claims

David Kennedy Whitfield Education Details

Frequently Asked Questions about David Kennedy Whitfield

What company does David Kennedy Whitfield work for?

David Kennedy Whitfield works for Soleyon Inc.

What is David Kennedy Whitfield's role at the current company?

David Kennedy Whitfield's current role is Small Business Owner Insurance | Driving Business Excellence, Organizational Effectiveness & Profitability.

What is David Kennedy Whitfield's email address?

David Kennedy Whitfield's email address is da****@****yon.com

What is David Kennedy Whitfield's direct phone number?

David Kennedy Whitfield's direct phone number is +120646*****

What schools did David Kennedy Whitfield attend?

David Kennedy Whitfield attended Washington State University, O'dea High School.

What are some of David Kennedy Whitfield's interests?

David Kennedy Whitfield has interest in Children, Economic Empowerment, Civil Rights And Social Action, Education, Science And Technology, Human Rights, Arts And Culture.

What skills is David Kennedy Whitfield known for?

David Kennedy Whitfield has skills like Insurance, Commercial Insurance, Property And Casualty Insurance, General Insurance, Umbrella Insurance, Customer Service, Casualty, Liability, Underwriting, Brokers, Leadership, Term Life Insurance.

Who are David Kennedy Whitfield's colleagues?

David Kennedy Whitfield's colleagues are Stephan Tyler Eide, Alex Mcgall, Kim Peters, Tom Whitfield, Megan Rudikoff, Taylor Beck, Sandra Johnson.

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