David Gonzalez, Cfp® , Cima® Email & Phone Number

Washington, DC, US

Supported a team of advisors that focused on clients in the UHNW space; tasks included, but not limited to, assisting with security selection, portfolio construction, weekly reports on money markets, and utilizing Emoney to input data for client meetings. In addition, worked on administrative tasks such as client tax payments, account openings, alternative.

Was a part of Retirement Plan Services Core Market, selling record keeping solutions to Intermediaries for plan sizes ranging from $0MM-$50MM in assets. Daily tasks involved working in tandem with 2 external partners to build relationships with advisors within the territories, prospecting potential new clients, generating proposals, and working closely.

Managed a book of business with over 500 households containing an aggregate total of $1.2 billion in AUM. Providing services that range from account maintenance to conducting strategic conversations to uncover new opportunities within the book. Along with working in tandem with a Senior Investment Counselor to bring in new money, meet sales metrics, and.

Worked on the Select Client Services team which dealt with processing brokerage transactions as well as basic maintenance for high value clients with accounts holding 250k or more in AUM.

Worked as a Special Plans associate, I would assist participants with information regarding retirement accounts spanning from qualified to non-qualified plans. As well as maintaining a good relationship with the participants by initiating rollovers, withdrawals, and exchanges in their accounts.

Baltimore, Maryland Area

Worked with the Retirement Benefits Group which specializes in offering 403(b) or 457(b) retirement plans to educators. As well as the ability to offer risk management products and investment products to suit the educators needs.

Ocean City, Maryland

Helped implement a CRM system within the firm and was tasked to look at different financial products to help streamline operations. Was shown day to day activities within a financial planning firm such as trading of securities, managing client's IRA and retirement accounts, and analyzing information to create a financial plan.

Columbia, Maryland

Inspected soils and concrete using various hazardous materials on job sites (Concrete 1 and Soils 1 certified, WACEL). Developed professional communication skills, working in tandem with project managers to give accurate advisory information to clients.

Frederick, Maryland

Inspected soils and concrete using various hazardous materials on job sites (Concrete 1 and Soils 1 certified, WACEL). Developed professional communication skills, working in tandem with project managers to give accurate advisory information to clients.

Urbana, Maryland

Taught children (ages 5-10) basic engineering concepts in an after-school program