David Vance Email & Phone Number

Washington D.C. Metro Area

• Served as senior advisor and manager responsible for major trust fund totaling over $100M• Managed performance of employees/managers and prepared presentations and reports for the board and executive leadership• Assisted members as main fiduciary providing benefits for airline pilot members • Advised committee of pilots that were trustees of fund, managing expectations, designing benefits, and interpreting performance .• Negotiated and customized programs to suit specific group of clients, often covering a variety of risks and benefits • Directed staffing, training, and performance evaluations to develop and improve program offerings and price• Directed, coordinated, and reviewed activities in sales and marketing• Ensured proper documentation and filing in compliance with federal and industry standards• Served on board for Captive Insurance Company of the Air Line Pilots Association demonstrating risk management skillset• Participated on board for Investment Committee of Air Line Pilots Association

Washington D.C. Metro Area

• Managed 20 high-skilled professionals including lawyers, CFA, actuaries, and MBA, for increased productivity and resolution of complex issues• Progressive leadership and direction of retirement and insurance offerings and benefits at professional association• Designed & negotiated retirement and insurance plans for 30,000 airline pilots at 40 different airlines• Negotiated large programs and contracts with various service providers• Lobbied on capitol hill for employee benefit and tax legislation • Organized seminars for association members and internal staff educating on retirement and insurance offerings and plans

Washington D.C. Metro Area

• Directed the hiring, training, or performance evaluations of sales staff and oversee their daily activities• Led marketing association and insurance plans for employee benefits to members of major market associations• Developed and evaluated marketing strategy, based on knowledge of establishment objectives, market characteristics, and cost and markup factors• Directed and coordinated marketing activities to promote services, working with sales representatives• Used sales forecasting and strategic planning to ensure the profitability of products and services, analyzing business developments and monitoring market trends

Jackson, Michigan Area

• Managed team performance of investment managers and trustees of retirement plans and employee stock ownership plans• Served as Certified Employee Benefits Specialist for organization• Hired and developed money managers certified as CFAs• Led team of managers and oversaw fund investment performance.

Washington D.C. Metro Area

Negotiated collective bargaining of retirement and insurance benefits for airline pilots requiring extensive cost/benefit analysis .

Hartford, Connecticut Area

Group Benefits School Graduate

East Coast

OCS and Basic School Graduate