David Kennedy Whitfield Email and Phone Number
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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
Soleyon Inc.
View- Website:
- soleyoninsurance.com
- Employees:
- 13
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PresidentSoleyon Inc. Oct 2008 - PresentLynnwood, WaFounded 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. -
Alumni Board MemberO'Dea High School Oct 2012 - Dec 2016Greater Seattle Area -
Member Of The Board Of DirectorsIndependent Insurance Agents & Brokers Of Washington Jan 2015 - Jan 2016To represent the best interest of the people in the Independent Agent & Broker of Washington State
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National Advisory CouncilThe Hartford Aug 2013 - Jan 2016To 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. -
TreasurerIndependent Insurance Agents & Brokers Of King County (Iiabkc) Jan 2013 - Jan 2016To 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. -
National Technolgy BoardProgressive Insurance Jan 2011 - Apr 2013To 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 -
Business DevelopmentZurich North America Dec 2005 - Oct 2008Bellevue, WaRepresented 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. -
Business DevelopmentFarmers Insurance Group Of Companies Dec 2005 - Oct 2008Bellevue, WaRepresented 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
David Kennedy Whitfield Education Details
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* Minor In Business Administration -
O'Dea High School
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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