Customer Service Management

**** ******** *****, *******, ** *****

PHONE 770-***-**** • CELL 805-***-**** • E MAIL: *********@***************.***

DAVID L. EDMISTEN

OBJECTIVE

To provide fantastic service and help exceed goals using my mutliple talents

in client relationships, writing, speaking, finance, sales and web marketing.

WHO I AM: A MULTI TALENTED, PASSIONATE AND DRIVEN PERSON WHO LOVES TO SERVE

MY TOP SKILLS:

•CLIENT RELATIONSHIPS BUILDING TRUST AND RETENTION WITH INTEGRITY

•PRESENTATIONS AN ENJOYABLE, SUCCESSFUL PRESENTER WHO ENGAGES THE

AUDIENCE

•A PROVEN LEADER WHO CAN MANAGE AND INCREASE RESULTS

•WRITING EXPERIENCED IN MARKETING, ARTICLES, PR AND TECHNICAL WRITING TO

ACHIEVE BUSINESS GOALS

•FINANCIAL SERVICES 10 YEARS PLUS, INCLUDING FINANCIAL ADVISOR, RELATIONSHIP

MANAGEMENT AND INSURANCE MARKETING

•WEB MARKETING DEVELOPING WORDPRESS BASED WEBSITES AND MARKETING A WEB

BASED BUSINESS

•CUSTOMER SERVICE OUTGOING, ALWAYS WORK HARD TO MAKE THE CUSTOMER HAPPY

AND PROVIDE A WIN WIN

PROFESSIONAL EXPERIENCE

Justopenthebook.com

March 2010 – Present President Cumming, GA

In March 2010, I started justopenthebook.com, an online Christian ministry dedicated to

helping others grow closer to God by opening and studying the Bible. We own the

ministry and have spent the last 6 months developing it. My work includes all web

design, content creation, HTML design, promotion and creating relationships with our

visitors. I create weekly newsletters; interact with visitors by supporting them through

prayer, email and telephone contact. Promotion activities include publishing PR

announcements, web advertising, writing articles for other online publications, frequent

submissions to Christian and church blogs, word of mouth, networking and distributing

literature at live events.

E*Trade Financial, LLC Relationship Manager Alpharetta, GA

October 2009 – March 2010

Responsible for developing and expanding relationships and revenue from high net worth

client base. Managed book of business with over $200 million in assets under

management. Primary duties included acquiring $15 million in new assets per quarter,

expanding penetration with existing clients through asset gathering and introduction of

managed investment portfolios, 98% client retention rate, expand relationship with new

clients and introduce them to suite of products to benefit full range of investment and

cash management and gather additional assets. Daily activities included proactive calls to

new clients and existing client base, discussing investment objectives, preparing

investment plans, responding to high net worth client inquiries and creating opportunities

to capture additional assets and revenue.

Wells Fargo Advisors, LLC

October 2006 – October 2009 Financial Advisor, AAMS Alpharetta, GA

Joined A.G. Edwards training program Oct. 2006, began production March 2007. Moved

practice from Oxnard, CA to Alpharetta, GA in Sept 2008, retained 99% of clients.

Consistently recognized by clients for honesty; clearly explaining financial plans and

investment decisions; frequent, relevant communication; having my client’s best interests

at heart. Assets under management $12 million. My investment philosophy is to do

what’s best for the client, and design strategies that emphasize protection against

downside risk and long term fundamental investing. Primary lines of business were

mutual funds, equities, fee based, bonds and annuities. Primary marketing cold calling,

networking and seminars. Obtained Accredit Asset Management Specialist designation

from the College for Financial Planning in January 2007. Series 7/Series 66 licensed,

passed licensing exams with 90% + scores. Currently securities registered in all 50

states. Life/Health/Variable licensed in CA and GA (licenses no longer active due to later

career change).

AGIA, Inc.

July 1998 October 2006 Supervisor – Unemployment Trust Carpinteria, CA

Oversaw all operations of Unemployment Trust Department, which manages unemployment

insurance for nonprofit employers. Primary duties included management of all business

functions of department; development and execution of all management reports on all areas

of Trust business. Develop strategies and implement planning for new business, computer

system development and procedural improvements. Provide problem solving to clients with

emphasis on client retention. Manage and develop database solutions for reporting. Manage

A/P, A/R, collections. Provide client and aggregate financial analysis and reporting. Hire and

manage work of full department staff. Provide constant analysis of business functions to

upper management.

Accomplishments:

Initiated new collection procedure for deficit accounts. Generated an additional $2 million in

revenue in 10 months

Maintained a 98% client retention rate.

Successfully completed Executive Leadership Training provided by General William C.

Martin of the Initiatives Group.

Promoted to Supervisor from Finance Coordinator in 2002

Promoted to Finance Coordinator from Claims Analyst in 2000

Woodstock’s Pizza

September 1993 March 1998 General Manager Isla Vista, CA

Managed all operations of pizza franchise. Conducted extensive sales and inventory analysis,

product development, marketing, financial forecasting. Worked directly with corporate executives

to develop and improve tracking and reporting on all sales and merchandising activities

Reicker, Clough Pfau & Pyle, LLP

November 1996 December 1997 Office Clerk Santa Barbara, CA

Worked as all around office clerk for corporate law firm. Planned and organized file storage and

inventory. Conducted research, bank deposits and court filings.

EDUCATION

September 1991 August 1995 University of California, Santa Barbara

Santa Barbara, CA

Bachelor of Arts, Law and Society

ACCREDITATIONS

Accredited Asset Management Specialist designation from the College for

Financial Planning

Series 7/Series 66 Licensed

CA, GA Life/Health/Variable (licenses not currently active)

Intermediate Microsoft Access and Excel

Executive Leadership Training

INTERESTS AND ACTIVITIES

Ministry I am actively involved in writing for Christian publications,

attend 3 bible studies, and have run grassroots service projects to help needy

families from our home. We are members at Mountain Lake Church in

Cumming, GA.

High Tech Ministries – actively involved in weekly Grace at Work Bible

Study, actively participate in leadership and networking events. Selected as

one of 30 candidates to participate in Ambassador’s leadership program for

2009, declined due to upcoming birth of our fourth child.

Family I love to spend time with my family. We enjoy home schooling

and creating new adventures for our four children. We are part of the

Forsyth Christian Home educators (FCHE) home school network.

Giving – Beyond our regular tithes and giving, we sponsor 3 foreign

children through Compassion International. We also ran a clothes closet for

needy families from our home during winter 2008.

Health/Outdoors enjoying staying active, playing sports and eating

healthy. Our family enjoys hiking and exploring North Georgia.

Contact this candidate