John Davis Email & Phone Number

I love working with people who want to improve their relationships with friends, family and/or customers. At SendOutCards you can choose or create an awesome card, insert a message with your own handwriting and signature, click "Send" and the company prints the card, stuffs it into an envelope, adds a real stamp and mails the card for you at a small fraction of what you would spend for the same card purchased at a store.

I participate in an amazing networking group. We have been meeting in San Diego for over 25 years! The group has about 30 members, each represents a different business category and conflicts of interest are not allowed. If you are looking for a networking group that boasts active members who are positive, successful, committed business owners, LeTip of Greater San Diego would be a great choice.We meet on Wednesday mornings at the King's Inn, Hotel Circle South, in San Diego beginning at 7:01am and ending at 8:30am. Breakfast is free for your first attendance. Come, check us out!

San Diego Memorial Society is a nonprofit, nonsectarian association dedicated to a consumer's right to choose meaningful after-death arrangements without emotional or financial exploitation.

Scopeware failed. Too bad, it was an awesome information management system.

I assisted Chandler team members to upgrade software and the company’s computer network; integrate intelligent fax boards into their process; expand access while simplifying record keeping and storage systems; incorporate the Internet into daily operations; expand collaboration among Chandler team members; use remote virtual private network access to gain entry into company systems when employees were away from the office; create a company website; move monthly reporting from expensive print-and-mail documents to low-cost e-mail attachments; automate delivery instructions sent to brokers so they arrive within seconds of executing a security trade; embrace personal digital assistants, cell phones, home computer systems, digital cameras and laptop computers. The company saved hundreds of thousands of dollars in direct costs and the number of staff went from eight employees to six even as the assets under company management grew by hundreds of millions of dollars during my tenure.

I invested trust assets and managed distributions of income and principal. My specialty was working with difficult beneficiaries--people with mental disorders, drug addictions, criminal records and other challenges. Living trustors were able to enjoy personal relationships with the beneficiary (often their offspring) without interjecting pleas for financial assistance into the dynamic of the connection. At the same time, I was able to assert a mature and firm influence to structure and stabilize the beneficiary’s behavior. For decedent trustors I often became a surrogate overseer for the beneficiary. In other situations I distributed trust assets to charitable organizations and insured that the trustor’s wishes were followed.

Life insurance sales with Northwestern Mutual Life, commercial real estate sales, Ralph Hogan Real Estate Services, securities Registered Representative with Design Capital, Inc., Single Premium Life Specialist with Financial Resources, Inc.

Top producing multiline insurance agent, Life Millionaire, CLU and ChFC professional designations, officer of professional organizations including the Tri-City Chapter of the National Association of Estate Planners and the American Society of CLU ChFC.

Clu, Chfc, Life Insurance, Financial Planning

Bs, Communications, Debate, Insurance

Activities and Societies: I served as the ASU Representative to the National Student Leadership Conference, and was elected President.

Aa, Communications, Debate

My passion at Phoenix College was participating in speech tournaments, especially debate. I made quarter finals at Nationals in debate.