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Regional Sales Business Development

Location:
Carlsbad, CA
Posted:
February 11, 2024

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Resume:

David C. Kauffman

**** ******* ******* ********, ** 92009 805-***-**** ad3jyv@r.postjobfree.com

Results driven strategic leader with expertise in business development. Consistent top performer in broad operational areas including servicing clients and managing employees. Advise senior management on strategic direction with full accountability for financial exposure through risk management, cash management, and federal compliance. Strong business acumen, exceptional ethics, and adherence to GAAP and SEC reporting requirements. Engaging and detailed communicator for one- on-one negotiations and to gain group consensus. Strong project management skills, adapts quickly to changes, and continually stays current on industry direction and news. Possesses a relentless work ethic.

AREAS OF EXPERTISE

Capital Fundraising Full P&L Accountability Asset Development Debt & Equity Financing Seed Capital Financial/Pro Forma Analysis Strategic Planning Corporate Governance Board Chair/Member PROFESSIONAL EXPERIENCE

Allegiant Financial 2020-Present

Fleet Executive

This is a fun and complex job. The Fleet Executive plays many roles – Salesperson, Finance person(Underwriting and dissecting credit reports, bank statements, tax returns, P&Ls, and Balance Sheets), Vendor Development and Vendor Relations with truck dealerships to offer their product to my contractors and prospects, Developed relationships with contractors to source and finance trucks. I travel the country representing Allegiant by performing presentations at industry trade shows. I attempt to make 100 dials each day. Top 3 producers every month. 18 sales people. Thor Motor Coach 2014-2020

Regional Sales Manager

Continued with all my Regional Sales Trainer Responsibilities. Added the responsibility of increasing wholesale sales and retail sales for Thor Hurricane, Thor Axis, and Thor Gemini Lines. Helped with customer resolution, when problems occur. Helped with dealer resolution, when problems occur. Number one in the nation is wholesale sales. Number one in the nation in retail sales. Thor Motor Coach

Regional Sales Trainer

Trained Sales Representatives at dealers on Thor Motor Homes. Attended RV Shows and educated consumers on motor homes and helped consumers understand the benefits of Thor Motor Homes, compared to our competitors. Covered a territory from Alaska to Mexico, including Central and Western Canada and six western states. Built a sales training program for future trainers. Mossy Nissan, Kearny Mesa, CA 2012-2014

Finance Manager

Assist customers with obtaining vehicle loans. File DMV Paperwork. Create and maintain bank relationships to secure consumer financing. Offer customers an array of back-end products to help protect the customers investment and the physical appearance of their vehicle. Average back end gross revenue was $1352 per copy.

Sales Consultant

Matched consumer needs/wants with the Nissan Product Line. Average customer survey score was 955 out of 1000. Averaged 17.125 units per month in a store with twenty salespeople that sold 180 units per month – always top two producers.

Astrum Investment Management (AIM) 2011-2012

Head of Investor Relations/Board Member

Cultivated strong relationships with HNW Investors to align continued growth and profitability. Hosted monthly conference calls for current investors and prospects to update on property acquisition, fund raising and overall performance of the fund.

David Kauffman & Company, Investment Management, Carlsbad, CA 2006-2011 President & CEO

Direct client relationship management with over 100 high net worth clients and corporations. Build and tailor investment portfolios around financial goals accomplished by using real estate, stocks, bonds, mutual funds, and insurance products. Muti year President Club honors from mutual fund companies, REITs, and insurance companies.

Assistant Vice President – Wells Fargo Investment Services, Fallbrook, CA 2002-2006 Financial Consultant – Bank of America Investment Services, Fallbrook, CA 2000-2002 Vice President/COO/Board of Director – Next Advisors, Inc., Los Angeles, CA 1999-2000 Producing Manager – Washington Mutual Investments, Los Angeles, CA 1996-1999 Financial Consultant – Dean Witter Reynolds/Morgan Stanley, Canton, OH 1993-1996 Dispute Resolution Arbitrator – Carlsbad, CA 2000-2012 Participate in securities resolution as the industry expert between investors, securities firms and registered representatives. Cases have ranged from$8k to $10mm in value. Utilized extensive knowledge of banking, SEC Reporting, disclosures, financial markets, and financial instruments. PROFESSIONAL AFFILIATIONS

Rotary Club of Fallbrook

Served on the board for more than 5 years, including serving as President in 2007-2008. From July 2009

– July 2012, I served as an Assistant District Governor, and oversaw the activity of three Rotary Clubs. Active member from 2001-2013.

MEDIA

Interviewed by national newspapers and a guest on live radio shows as an Investment Expert on topics from the growth of startup businesses to the GM Bail Out. EDUCATION

Edinboro University of Pennsylvania, Edinboro, PA

B.S. Business Administration, 1993



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