Dillon Massie Email & Phone Number

United States

Fort Myers, Florida, United States

At MDS, I’m responsible for helping financial professionals optimize and streamline their investment operations and technology solutions by delivering:➥ Trade Settlements, Portfolio Accounting, Automation, & Custom Engineering➥ Reconciliation & Processing, Performance, Reporting, Billing, Cost Basis, & Data➥ Outsourcing, Middle- & Back-Office Operations, IT, Cloud Hosting, & Best Practices➥ Digital Transformation, Business Intelligence (BI), Consulting, & Process Improvement MDS was founded on January 16th, 2004 as a US-based financial technology & outsourced operations provider. Since opening 20+ years ago, we have served 1000+ firms and grown into a workplace of 30+ employees that currently serve 120+ firms which represents a combined $550+ Billion in AUM. Services & Solutions: Outsourcing, middle-office and back-office operations, co-sourcing, investment operations, managed services, staff augmentation, technology & strategy consulting, portfolio accounting, daily reconciliation & processing, custom application & software development, private cloud & application hosting, SaaS, custom report writing, automation, streamlining processes, Advent upgrades & custom reporting- SSRS/REPLANG, client reporting, DTCC trade settlements, performance, GIPS composite maintenance, billing, invoicing & revenue management, pricing, corporate actions, security master, data, cost basis, fees, statements, funds, implementations, conversions, migrations, integrations, training, onboarding, regulatory compliance, account administration, operational review, system analysis, troubleshooting, project management, support & maintenance.We serve all types of firms in the investment management industry such as: wealth managers, RIAs, family offices, asset managers, institutional managers, private markets, broker-dealers, banks, trusts, fund managers, investors, financial advisors, breakaways, startups, foundations, financial planners & more.239-337-9288 www.mdsolutionsllc.com

Cape Coral, Florida, United States

Cape Coral, Florida

Cape Coral, Florida

BRITech is one of the largest global FinTech services and solutions provider with over +3.5T AUM and 500+ clients within 22 different countries. MD Solutions is the exclusive provider of BRITech's Pivolt Web-Based Cloud Hosted SaaS Investment Management Platform in both the US and Canada market. BRITech is a comprehensive end-to-end and fully integrated solution for today's financial professional that's modular, streamlined, flexible, and affordable. BRITech Pivolt is a Web-Based Cloud Hosted SaaS Investment Management Platform that can be used as an entire suite or as a modular solution that can be seamlessly integrated with your current line of solutions using its rest API.With over 25 years of industry experience, it makes MD Solutions an easy choice for companies that want to optimize their financial operations and technology solutions needs: We currently service and support over 125 firms that together represent over 1 Trillion in AUM. In 2019 BRITech led Banking CIO Outlook’s list of Top 10 Wealth Management Solution Companies.1-239-337-9288 info@mdsolutionsllc.com www.mdsolutionsllc.com dillon.massie@mdsolutionsllc.com www.britech.global/en dmassie@britech.global

Fort Myers, Florida Area

I continued selling commercial lines of insurance with the fourth largest insurance broker in the US by focusing on clients’ critical initiatives, values and goals while thoroughly absorbing industry, company and product knowledge.I was responsible for: ➥ Implementing various inside, outside, B2B, and direct sales strategies ➥ Perfecting different prospecting techniques such as cold calling, drop-ins, lead generation software, referrals➥ Meeting sales quotas and building a book of new clientele➥ Attending networking events to acquire new clients and close transactions➥ Preparing premium quotes, completing risk management reviews & handling claim submissionsI began building a large clientele and surpassing new business and client retention sales goals by:➥ Providing excellent customer service and being very responsive to client calls/emails 24/7➥ Presenting proposals to boards and C-level individuals in different industries➥ Negotiating premiums with carriers and receiving quotes through numerous different carriers (25+)➥ Completing risk management and current policy reviews to make sure clients are fully covered Gulfshore Insurance is the SE USA partner of Acrisure Insurance which is one of the top 5 largest insurance company’s in the US as a multi-billion dollar company. Gulfshore combines risk management consulting with insurance placement to give your company the full scope of coverage for different industries, locations, and unique options. Its uniquely qualified and highly experienced advisors are dedicated to providing insurance and risk management solutions specific to your industry. Our specialized teams can equip your business with a customized risk management plan, insurance program and other solutions designed to meet the unique challenges of your industry and your business.

Fort Myers, Florida

I moved into B2B sales in the insurance industry and began course work to earn my 2-20 license. To get an in-depth understanding of the space, I had the opportunity to shadow:➥ Top producing health, life, personal and commercial lines insurance agents➥ OSHA safety inspectors, stockbrokers, financial advisors, investment bankers, consultants, insurance boards and analysts ➥ Account managers, client service and marketing reps, insurance carriers, claims adjusters, underwriters, certified risk managers, employee benefits and billing/collections departmentsSince 1982 Five County Insurance has served customers with the insurance coverage, strength and financial security they need at home, work or on the road. We are a family-owned and operated insurance agency representing over 20 of the nation’s top carriers.

Fort Myers, Florida Area

In my first sales roles, I was store manager and then promoted to district lead sales and talent manager, positions I held for over seven years. I count among my accomplishments:➥ Earning Top 1% rank in overall division sales among over 1K associates➥ One of the Top 5 highest average dollar sales in the division➥ Directly Managed over 30 employees ➥ Surpassing all sales and revenue goals all four consecutive quarters, year after year➥ Exceeding individual and stores sales goals by over 50% annuallyAs the lead sales and talent manager for our district, I was in charge of recruiting, interviewing, hiring and training all new employees.For more detailed information regarding my responsibilities in this role, please request my resume.