David Bernauer Email & Phone Number

Gilbert, Arizona, United States

Wauconda, Il

Senior consultant implementing Oracle's Taleo ATS system for clients and managing data via the Taleo Connect Client (TCC).

Northbrook, Il

Fully licensed Financial Advisor providing retirement planning, investment advice, and support for a highly successful practice with over 300 clients and $200 million in assets under management.• Consistently produced over $100,000 Gross Dealer Concession (GDC).• Increased client satisfaction by providing fantastic, personalized service to every client.• Achieved a National Social Security Advisor (NSSA) designation.• Conducted initial and on-going meetings with clients to discuss their goals, needs and wants so we could create a roadmap to achieve their success.• Delivered reports, analysis, education, and recommendations of client’s assets.• Implemented all of the investment transactions to accomplish the clients’ roadmap by utilizing stocks, ETF’s, mutual funds, UIT’s, REIT’s, BDC’s, annuities.• Coordinated meetings with wholesalers to discuss and understand their products in order to help determine merit, fees, and possible best fit for clients.• Traveled to national sales and marketing events and worked on teams to share marketing ideas.Securities and advisory services offered through Madison Avenue Securities, Inc. Member FINRA (www.finra.org) and SIPC (www.sipc.org), and a Registered Investment Advisor.

Maitland, Fl

Performed interviews to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.• Retained almost all of the clients from the previous Broker/Dealer.• Performed first consultation and data gathering to determine the needs of the prospect and determine subsequent steps.• Hosted and presented at lunch and dinner seminars on topics including stocks, exchange traded funds (ETF’s), mutual funds, annuities, and oil and gas programs.• Invested retirement assets for clients by placing trades and filling out paperwork for other investments.• Coordinated regular portfolio reviews with clients to evaluate the performance of the investments and keep them educated.

Sanford, Fl

Created a gourmet ice cream and coffee destination. Passion and hard work was validated by compliments we received on a daily basis.• Created an ‘experience’ for customers by greeting and serving them in a fun and friendly manner.• Out of 30 different entrants, Won “Best Dessert” at 2011 Taste of Sanford competition.• Crafted new ice cream flavors. o Infused ice creams such as Fruity Pebbles and Krispy Kreme. o Creative ideas such as chocolate chili pepper, bananas foster and chocolate wine ice cream.• Networked with the local Chamber of Commerce to create exposure for the store. Learning from and working with other local business owners and utilizing their expertise was very valuable.• Worked with 3 local restaurants to provide regular and specialty flavors for their menu.• Created a 3 year business plan to start a wholesale distribution business.

Lake Mary, Fl

Obtained Series 7, Series 63, and Life/Health/Annuity Licensures.• Performed first interviews and data gathering with prospects.• Created and implemented internal systems to streamline customer service, office management and compliance.• Assisted senior advisor with follow-up for clients and paperwork processing.• Co-host on weekly 1 hour local radio show where we discussed and received calls about investments and the stock market.• Special guest on National investing radio show discussing individual stocks.

Managed a group of developers working on multiple aspects of the public safety 911 real-time dispatch client server system. Project management of design documentation for new features and modifications, maintenance, implementation, and cross functionality with other teams.Key Results :• Developed business specifications and modified the system to meet client needs.• Implemented Federal and State mandate for password and security requirements. By coordinating with other teams, the changes were integrated into the base product while maintaining backward compatibility.• Project manager and lead developer on a $5M project with the Wisconsin State Highway Patrol. Worked with executives and senior management along with the State of Wisconsin management team to map objectives and timelines.• Hired, mentored, performed annual performance reviews for an 8 person team.• Built strong customer relationships, credibility, and managed expectations by communicating possible issues early.• Lead team of 8 that created and implemented Federally mandated 911 information transfer requirements.• Co-ordinated with the quality team to help develop comprehensive procedures and scenarios for functional, regression, integration, performance, and user acceptance testing (UAT) to verify the requirements were met.• Improved efficiency by implementing new processes and procedures saving time, money, and resources.• Real-time interface development with radio networks, GPS data, 911 information, State & Federal queries and responses, atomic clock data, and alarm systems.• Installed servers, interfaces, and tested new features with clients and verified accuracy while on site.• Provided internal assistance for support representatives to help resolve client issues (24x7).• Presenter at the Annual National User’s Conference – 13 years.