David Withee Email & Phone Number

Orlando, FL, US

Orlando, Florida Area

J.P. Morgan Private Bank provides advice and solutions to wealthy individuals and families, institutions, and foundations & endowments regarding investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Orlando, Florida Area

In the Private Wealth Management group, I work exclusively with high-net-worth clients, providing comprehensive wealth management services including customized banking, investment advisory, credit/lending, and financial planning needs. My clients are individuals and families who want assistance in not only growing their wealth, but protecting it through.

Orlando, Florida Area

Provide consulting services to companies on matters including Strategic Planning, P&L & Operations Management, Financial Analysis, and Marketing Strategy, Planning, & Execution,

Orlando, Florida Area

Responsible for developing marketing strategy for Bernstein's investment and wealth planning advice for affluent individuals and families, privately-held businesses, and non-profits. Enhanced Bernstein’s presence in Orlando market by developing strategic partnerships with select attorneys and CPA’s. Frequent guest speaker on financial topics such as.

Central Florida

• Led operation to 300% increase in revenue and 270% increase in profit over six years by developing strong client CEO relationships and building an organization to support future growth. Hired, coached, and trained.
• Increased sales of ancillary service products by 93%, which generated $3.1 million in additional revenue and increased customer penetration, resulting in multiple company awards.
• Initiated strong, sustainable relationships with key executives and C-level decision makers of large client companies
• Top 3 of 39 operating Groups in net profit per unit since promotion and maintained ranking even during economic downturn through expense reduction strategies
• Grew market share by 8.6% post-recession through detailed market analysis and execution of sales plan
• Instituted comprehensive training program which resulted in the highest customer satisfaction scores in entire company (95%)P&L & Operations Management

Greater New Orleans Area

• Responsible for the achievement of sales production targets for inside & outside direct sales teams. Also responsible for developing training program, managing new product roll-outs, coaching/ride-alongs, and personnel.
• Coached, trained, and led three salespeople who received top national awards
• Personally closed new multi-million dollar accounts in addition to key account management
• Designed and developed customized training program which resulted in 11% improvement in closing ratios and 16% increase in customer retention
• Negotiated pricing terms with vendors which resulted in 18% higher profit per car
• Chosen to lead training sessions for sales team at National Sales Meeting four years to share personal sales best practices