David Ovadia
AeroLeads people directory · profile

David Ovadia Email & Phone Number

Director of Strategic Solutions | Business Expert | Former NonProfit President l Strategic Planner l Community Advocate l Relationship Builder at Advocate Capital, Inc.
Location: Chula Vista, California, United States 14 work roles 1 school
1 work email found @bofifederalbank.com 12 phones found area 415, 619, 719, and 510 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 12 phones

Work email d****@bofifederalbank.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Director of Strategic Solutions | Business Expert | Former NonProfit President l Strategic Planner l Community Advocate l Relationship Builder
Location
Chula Vista, California, United States
Company size

Who is David Ovadia? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David Ovadia is listed as Director of Strategic Solutions | Business Expert | Former NonProfit President l Strategic Planner l Community Advocate l Relationship Builder at Advocate Capital, Inc., a with 92 employees, based in Chula Vista, California, United States. AeroLeads shows a work email signal at bofifederalbank.com, phone signal with area code 415, 619, 719, 510, and a matched LinkedIn profile for David Ovadia.

David Ovadia previously worked as Director of Strategic Solutions at Advocate Capital, Inc. and President at Eastlake Little League (Non-Profit Organization). David Ovadia holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from University Of Phoenix.

Company email context

Email format at Advocate Capital, Inc.

This section adds company-level context without repeating David Ovadia's masked contact details.

{first_initial}{last}@bofifederalbank.com
86% confidence

AeroLeads found 1 current-domain work email signal for David Ovadia. Compare company email patterns before reaching out.

Profile bio

About David Ovadia

As a seasoned banking professional with over 25 years of experience, I have honed my expertise across various sectors of the financial industry. Currently serving as the Director of Strategic Solutions, I specialize in identifying innovative approaches to drive growth, enhance customer experiences, and streamline operations. Throughout my career, I have cultivated a deep understanding of banking practices, credit solutions, and financial strategies that empower businesses and individuals alike. My passion lies in bridging the gap between financial institutions and their clients by crafting tailored solutions that address unique challenges and opportunities.

Listed skills include Marketing Management, Mis, Financial Accounting, Start Ups, and 28 others.

Current workplace

David Ovadia's current company

Company context helps verify the profile and gives searchers a useful next step.

Advocate Capital, Inc.
Advocate Capital, Inc.
Director of Strategic Solutions | Business Expert | Former NonProfit President l Strategic Planner l Community Advocate l Relationship Builder
nashville, tennessee, united states
Employees
92
AeroLeads page
14 roles

David Ovadia work experience

A career timeline built from the work history available for this profile.

Director Of Strategic Solutions

Current

Nashville, Tennessee, United States

Design and implement strategic plans to drive revenue growth and expand market reach for key clientsOversaw cross-functional teams to optimize processes and enhance efficiency, leading to a 15% increase in productivity.Conducted comprehensive market research and analysis to identify trends and opportunities, guiding strategic decision-makingPartnered with senior leadership to develop innovative solutions that aligned with business goals and objectives

Dec 2022 - Present

President

Eastlake Little League (Non-Profit Organization)

Chula Vista, California, United States

As President of Eastlake Little League, I would oversee all aspects of league operations, ensuring a positive and enriching experience for our young athletes. My role involved managing league finances, coordinating events, and fostering relationships with community partners and sponsors. I also work closely with volunteers, coaches, and parents to maintain a safe and supportive environment, where sportsmanship and personal growth are at the forefront. My goal was to cultivate a love for the game while promoting teamwork, discipline, and respect, making Eastlake Little League a place where players thrive both on and off the field.

Oct 2017 - Jul 2023

Senior Home Lending Advisor

San Diego, California, United States

Cultivated relationships with high-net-worth clients to provide personalized mortgage solutions tailored to their financial goals and needs. Implemented innovative marketing strategies to generate leads and increase client base, resulting in a 20% growth in loan applications. Advised clients on complex financial transactions, including refinancing options and home equity loans, leading to a 15% increase in overall loan volume. Collaborated with underwriters and loan processors to ensure timely and accurate processing of loan applications, resulting in a 95% approval rate for mortgage loans.

May 2021 - Dec 2022

Assistant Home Lending Advisor

Ps Capital Real Estate

Newport Beach, California, United States

Assisted home lending advisor in preparing loan applications, ensuring accuracy and completeness for timely processing. Conducted market research to identify potential clients and develop strategies to expand customer base. Collaborated with team members to provide excellent customer service, addressing inquiries and concerns in a timely and professional manner. Managed confidential client information and documents in compliance with regulatory guidelines to protect sensitive data.

Apr 2019 - May 2021

Business Development Officer, Fvp

Brea, California, United States

Spearheaded strategic initiatives to identify new business opportunities and cultivate key partnerships, resulting in a 30% increase in revenue within the first year. Negotiated complex contracts and agreements with potential clients, consistently exceeding monthly sales targets by 20%. Led cross-functional teams to develop innovative marketing strategies and drive brand awareness, resulting in a 15% increase in market share. Implemented data analytics tools to track market trends and customer preferences, enabling data-driven decision-making and improving overall business performance.

Oct 2018 - Apr 2019

Business Development Officer Lead

San Diego, California, United States

Developed and implemented strategic sales plans to drive revenue growth and expand market share within assigned territory. Cultivated and maintained relationships with key accounts to ensure customer satisfaction and loyalty. Conducted regular sales meetings and training sessions to educate sales team on product offerings and sales strategies. Achieved and exceeded sales targets by proactively identifying new business opportunities and closing deals with prospective clients.

Apr 2016 - Oct 2018

Chief Financial Officer

Chula Vista, California, United States

Directed financial planning and analysis initiatives, resulting in a 15% increase in company profitability over a fiscal year. Implemented cost-saving measures that led to a 20% reduction in operating expenses. Oversaw the development and implementation of internal controls, resulting in a successful audit with zero findings. Spearheaded the company's financial reporting process, ensuring accurate and timely reporting to senior management and stakeholders.

Dec 1992 - Jul 2017

Territory Sales Executive

San Diego, California, United States

* Prospecting - Responsible for visiting prospects on a regular basis as well as follow-up on leads given ;* Negotiating - Responsible for proposing long term partnership and value proposition of Western Union;* Gathering documents needed to enroll the agent, providing all departments with the right information in duetime (credit, sales support...)* Activating agents - software installation, training ;* Training CO w/ BSA, USA Patriot Act, Dodd-Frank, CFPB and other anti-money laundering laws ;* Delivering results according to company's ambition ;* Reporting - responsible for reporting activity according to team's rules ;* Proficiency in MS Office Suite* Proficiency in SalesForce.com

Sep 2013 - Apr 2016

Director, Sales And Purchasing

Alekey, Inc

San Diego, California, United States

* Lead purchasing, financial management, inventory management, sales, business development, and strategicplanning for this high-volume of key card business.* Negotiated a 3-year purchasing contract with US largest manufacture of plastic cards to become exclusivebuyers for distribution in Mexico.* Achieved sustained growth for business average of 78% year-on-year growth for 3 consecutive years. ;* Redesigned Web Page to give business a new look. ;* General Accounting experience with QuickBooks Premier. ;* Working in general accounting, recording journal entries & reconciling accounts. ;* Knowledge of financial reporting* Proficiency in MS Office Suite* Proficiency in SalesForce.com

Jan 2008 - Sep 2013

Branch Manager & Operations Manager

Your Money Store

Chula Vista, California, United States

* Responsible for total profit & loss responsibility for location. Managed pre-approval of all mortgage andconsumer loan portfolios brokered through this branch, as well as hiring, training, personnel issues, andcustomer relations.* Responsible to motivate all staff to reach monthly and quarterly goals. ;* Responsible for interviewing, hiring, counseling, performance reviews and termination of staff; recommendingsalary changes, job promotions and set work hours and job functions* Experience working with credit bureaus; and credit or other risk scoring methodology ;* Taught customer to sign up to online banking to make payments on their mortgages ;* Responsible learning FHA/VA Guidelines* Learned to Process various types of loans ;* Managed 45 loan officers (25 in house loan officers / 20 offsite loan officers) ;* Managed 18 loan processors

Jan 2006 - Jan 2008

Senior Mortgage Loan Officer

Liberty West Mortgage

San Diego, California, United States

* Managed pipeline of loan applications for 4 mixed-use developments. Ensured compliance. ;* Experience working with credit bureaus; and credit or other risk scoring methodology ;* Learned to Process various types of loans

Jan 2005 - Jan 2008

Assistant Financial Center Manager & Avp

Imperial Beach, California, United States

* Instrumental in driving growth and profitability for office generating $17M/month in equity loans. ;* Oversaw 24 employees and daily operations. ;* Directed underwriting, expense controls, customer service and sales, recruiting, staffing, training, goal-setting,regulatory compliance, quality control, budgeting, loss prevention, and security.* Led team to Best Turnaround: 600% year-on-year improvement in revenues and referrals. ;* Responsible for interviewing, hiring, counseling, performance reviews and termination of staff; recommendingsalary changes, job promotions and set work hours and job functions* Responsible that the branch was in BSA compliance. Looked at SAR, CTR, and AML reports to make surethey were done accurately.* Primarily responsible for risk management of deposit products and services at branch level.

Jan 2002 - Jan 2004

Personal Banker & Avp

First National Bank Of San Diego

San Diego, California, United States

* Led business development, customer service, and sales, including development of large Hispanic market.* Trained employees to cross-sell banking and investment products and aggressively pursue sales goals.

Jan 2000 - Jan 2002

Branch Manager & Avp

San Diego, California, United States

Branch Manager / AVP .Personal Banking Officer. Assisted branch management and assistant with developing sales strategies andmotivating employees.* Twice won Golden Coach Award. ;* Twice recognized as Branch Customer Service Champion.Agent and New Accounts Officer. Led team of tellers in cross-selling of bank products and services.* Golden Coach Award for top sales performance in state.

Jan 1995 - Jan 2000
Team & coworkers

Colleagues at Advocate Capital, Inc.

Other employees you can reach at advocatecapital.com. View company contacts for 92 employees →

1 education record

David Ovadia education

FAQ

Frequently asked questions about David Ovadia

Quick answers generated from the profile data available on this page.

What company does David Ovadia work for?

David Ovadia works for Advocate Capital, Inc..

What is David Ovadia's role at Advocate Capital, Inc.?

David Ovadia is listed as Director of Strategic Solutions | Business Expert | Former NonProfit President l Strategic Planner l Community Advocate l Relationship Builder at Advocate Capital, Inc..

What is David Ovadia's email address?

AeroLeads has found 1 work email signal at @bofifederalbank.com for David Ovadia at Advocate Capital, Inc..

What is David Ovadia's phone number?

AeroLeads has found 12 phone signal(s) with area code 415, 619, 719, 510 for David Ovadia at Advocate Capital, Inc..

Where is David Ovadia based?

David Ovadia is based in Chula Vista, California, United States while working with Advocate Capital, Inc..

What companies has David Ovadia worked for?

David Ovadia has worked for Advocate Capital, Inc., Eastlake Little League (Non-Profit Organization), Jpmorganchase, Ps Capital Real Estate, and Lendistry.

Who are David Ovadia's colleagues at Advocate Capital, Inc.?

David Ovadia's colleagues at Advocate Capital, Inc. include Lynne Cushing, Robert Mohr, Shirley Johnson, Michael Moore, and Brenda Ramirez.

How can I contact David Ovadia?

You can use AeroLeads to view verified contact signals for David Ovadia at Advocate Capital, Inc., including work email, phone, and LinkedIn data when available.

What schools did David Ovadia attend?

David Ovadia holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from University Of Phoenix.

What skills is David Ovadia known for?

David Ovadia is listed with skills including Marketing Management, Mis, Financial Accounting, Start Ups, Inventory Management, Retail, Sales, and Strategic Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the David Ovadia you were looking for.

View similar profiles