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

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