Donald Stevens Email & Phone Number

Temecula, Ca

As a bartender I stock the bar, open and close, and work with the kitchen. We provide specialty cocktails and many different local wines for our customers. It is a fast paced environment and requires attention to detail, excellent customer service skills, and accuracy. We offer our clients Italian food from the restaurant and specialty alcohols from our extensive alcohol list.

Riverside County, California

Insurance Nerd Agency is an insurance agency devoted to helping investors and small/medium sized businesses succeed by assisting them with loss prevention measures and appropriate insurance products to meet the risks faced by the company. Through diligent and persistent online marketing through search engines and social media marketing, we were able to grow from a single agent in a temporary office to an agency with over 15 locations and 64 employees in the Metro Detroit area. Our specialty is providing insurance products for risk management needs of individuals and companies.We achieve this by gathering data, looking for potential risks, suggesting coverages, offering appropriate coverage at the lowest rate, and servicing the ongoing changing needs of the client Insurance Nerd Agency accomplishes this ideal for its clients through a variety of methods: We help our clients improve their revenues and margins, we help them to protect their investments, investors, and the potential loss of revenue due to a hazard present in the business model. We train our staff to sell effectively, we put strategic partnerships together called centers of influence, and we coach leaders in loss mitigation while assessing opportunities. Our experience in management, marketing, business development and sales helps us to create solutions quickly and produce tangible results for the client. Insurance Nerd Agency has represented clients all over the US, Canada and Internationally. We have clients in more than 40 countries by utilizing a virtual office environment for the client and the insurance carriers we represent. We had to develop risk analysis and implementation in a virtual environment to address our clients unique needs while giving ourselves the competitive advantage. We offer business coverages for property, liability, business continuation, bonds, business interruption, group benefitsWe offer personal insurance coverage for property, liability, and bonds.

Dearborn, Mi

Partner of family business providing boutique bookkeeping and business services like tax advise, tax preparation, and assisting in establishing corporations and partnerships by filing with local and state government agenciesI worked for my father who started his practice in 1956He was city councilman for the city of Dearborn (Home of Ford Motor Company)He grew his business from his reputation and excellent serviceWe offered bookkeeping and accounting services for individuals, self-employed, 1120, 1120S, and 1065 returnsWe were a bookkeeping and tax service for small businesses, contractors, and high income householdsWe would work onsite at clients offices/homes or from my officeSome of our services and responsibilities include Accounts Receivable/Payable, In-house Payroll Processing, Sales Tax Returns, Monthly, Quarterly, and Year End Financial Statements, Custom Reports for Executives, Bank Account Reconciliation, P/L Journal Entries, Data Entry, General Office Management, Customer and Vendor Management, Executive Letter Writing, Regulatory Interface, Human Resources Compliance Management, CPA Interface, financial planning, estate planning, key man policies, investment advice, personal protection products like life insurance and annuities, business continuation plans, and more.

Southfield, Mi

My responsibilities were to train and assist Farmers agents in my district on how to provide financial planning services and solutions to their clients.We would train agents in basic and advanced financial planning concepts to help insurance clients, investors, and business customers invest and protect their assets through value based selling, cross selling, and discount incentives.Used complex software to identify the needs and opportunities of clients and to prepare complex solutions while using charts, graphs, and sales language to help simply our solutions to a format that could be understood and approved by the client.Managed a district of 15 agencies to meet sales goals and recruitment efforts of the company on a district, state, and national level.Trained agents in risk analysis and helped present creative solutions to meet the needs of our clients through insurance and investment products.

Greater San Diego Area

We would work with company executives, professionals, public figures, small/mid size companies, nonprofits, and families on helping them meet their financial goals and protect their assets.I was licensed to offer insurance products such as life, health, property and casualty, and investment solutions. While working with Prudential we would work with company executives, professionals, public figures, small/mid size companies, nonprofits, and families on helping them understand their financial goals and give them well thought out solutions to help them achieve those goals. At Prudential we offered many financial products and as a registered investment advisor we were able to participate in our clients financial success by offering an annual fee to manage customer assetsThe incentive was that as the assets grew, so did the amount paid on the fee to the advisorIt was a mutually beneficial arrangement that provided a partnership of shared financial interest so our clients could be confident that we had their best interests at heart. We also used advanced product knowledge and advanced financial concepts to network and grow our base of professional high net worth clients. Some programs I would offer are full financial planning and solutions, estate planning, key man insurance, business continuation insurance, company benefits and retirement accounts, mortgage protection, life stage planning, budgeting, and life, health, and property casualty insurance. My own practice was focused on women because I felt there were many opportunities with helping women with financial planning because they were mostly neglected by my peersAt the time it was believed that women were too fearful to invest and didn't have a lot of capitalIt provided a great opportunity to build and grow my practice as I had very little competition and loyalty from my clients because I took their needs seriously who would refer me to other teachers, nurses, doctors, lawyers and many business executives.

I worked for multiple department head positions in our storeWhen I was the head of the pro desk our department was responsible for developing one-on-one relationships with our commercial clientsI had to manage staff and schedule, perform disciplinary actions, reward performing staff, order inventory, manage in store inventory, and create displays to move slow or promoted productsWe suggested and sold products to contractors who were industrial, commercial and other construction professionalsWe would actively grow our client base by marketing our current customers and also visiting job sites to inform companies of all of the services we offeredWe would achieve this by creatively and proactively pursuing new business and utilizing multiple prospecting tools to make contact with new customersKey responsibilities for this position included providing outstanding service and advice to customers through the sharing of product knowledge and services offered by the storeWe had to have full working knowledge of all store departments and products and services offered by those departmentsWe would also develop and maintain professional customer relationships, paying special attention to customers' needs and solutionsWe would work with contractors by using proprietary software to assist contractors on job bidding by offering material inventory needs, man hours, labor/wage recommendations, and built in profitability to help contractors make successful bids so we could sell them our inventoryWe would also read blueprints so we could offer and order custom doors, windows, and other products that would meet the needs of the customer

I joined the Navy my junior year of high school a year before entering serviceI began my training in Great Lakes, and from there I was assigned to Naval Hospital Newport Rhode Island. I was given many different responsibilities and assignments due to my willingness to learn In Naval Hospital Rhode Island I worked in the fiscal department approving budgets and researching cost savings inventory by looking for alternatives or bulk discount pricingWe would combine department orders to achieve lower costs to the base. My goal was to keep each department at or below budget without reducing quality of care. I would research orders to ensure orders met minimums and discount thresholds. We would combine orders and split budgets to find cost savings. After that assignment I was deployed to the United Nations in Zagreb, Croatia where I worked in a field hospital in the emergency room and a patient ward. We treated Peacekeepers and the local population to support the United Nations goal of peace and stability. The Navy then sent me to Jacksonville, NC for training to work with the Marine Corps. I was then assigned to 1st Marine Division in Camp Pendleton where I worked as the Preventive Medicine Representative for over a thousand Marines where I was personally responsible to make sure Marines were immunized for deployment and also identifying and treating communicable diseases. I also prescribed medication and performed minor surgical procedures for the Marines in my unit. We were deployed to Okinawa, Tokyo, and Darwin Australia. Honestly, the best four years of my lifeI'm am grateful my country let me serve because I benefited more from my service in the military than the military and our nation benefited from my service.