DAVIDGALLACHER

**** ******** **. *** *****, CA **117

858-***-**** ad4r4x@r.postjobfree.com

QUALIFICATIONSSUMMARY

Sales Management ~ Training ~ Strategic Planning

Accomplished management professional with 20 years of career progression in sales operations.Proven effective leader skilled in development and oversight of high-performing,multi-disciplined,and quality-orientedteams.Adeptproblemsolver,employingcreativityandinnovationtoovercomechallenging and complex issues across employees, processes, and costs. PROFESSIONALEXPERIENCE

Travel & Leisure,Sales Tour Guide, 2022 - 2023

Responsibilities:

● Efficiently and effectively communicate the benefit of traveling more extensively with existing clients who have ownership with Wyndham Destinations

● Achieved the ranking of number 1 in volume of sales per contact within the first six months. OMNI CAPITAL,Commercial Loan Specialist, 2021

Responsibilities:

● Created systematic tracking template to effectively create 400+ touches a day with prospective clients.

● Created and utilized effective text campaigns to reach out to potential clients looking to borrow anywhere from 50k to 1Mil+.to help support and grow their business

● Worked with clients to help fund short term working capital loans and long term equipment loans depending on their needs.

● Fostered ongoing client relationships with companies that needed additional funding through great customer service and continued follow up based on their specific needs. LPL FINANCIAL,Director of Sales & Marketing,2007– 2019 DBA: Tidemark Financial Partners, SD Biotech Advisors Accomplishments:

● Five Star Wealth Manager award winner 2012, 2015, 2016, 2017, 2018, 2019

● Successfully raised 5 Million in new assets in the first 12 months of the foundation of SD Biotech Advisors

● Successfully raised over 25 Million in new assets in the first 3 years of the foundation of SD Biotech Advisors

● Founded, developed and ran the SDSU Financial Advisor Internship program Responsibilities:

● Managed a highly effective sales team, including training and development of interns and new associates

● Worked with a team of financial advisors to form a boutique firm within LPL Financial where we were responsible for the acquisition of new client accounts and assets

● Successfully transitioned our office to on-line client management systems using CRMs such as Redtail and Saleforce to enhance client interaction and touches and increase sales productivity

● Developed a semester-long curriculum and training program for our Intern Training Program. During the course of the semester the students were taught the basics of financial planning and the framework of building a practice. We also included a curriculum teaching them how to set new appointments utilizing a call script for the advisors.

WELLS FARGO ADVISORS,Financial Advisor,2003 – 2006 Accomplishments:

● Successfully transitioned from Morgan Stanley with a 90% retention ratio of existing clients

● Created framework and implemented the beginning stages of what would become the Financial Advisor Internship Program.

● Crystalized business plan to almost exclusively target the San Diego Biotech and Pharmaceutical industry for new business opportunities

Responsibilities:

● Managed client’s investment portfolios by providing one-on-one service to client education to understand their assets, expenses and long-term as well as short-term investment goals to devise a personalized financial plan

● Create a needs based analysis for each prospective client to identify appropriate sales opportunities

● Worked with local professionals and companies to give financial planning seminars to their employees and clients. The average seminar had between 40-60 attendees and generated over 500k in new assets under management per seminar over a two year period MORGAN STANLEY,Financial Advisor,2002 – 2003

Accomplishments:

● Hired into the Morgan Stanley Training Program after the presentation of a business plan focusing on new client acquisition. The target markets in San Diego was multifaceted focusing on Defense Contractors, Biotech and Pharmaceutical Company employees, and individuals in life transitions such as change of job or divorce

● Developed relationships with multiple divorce attorneys in San Diego to provide financial guidance to their clients

● Created a turnkey 401k Rollover Program working with local headhunters and attorneys utilizing QDRO’s to capture money in motion

EDUCATION

UNIVERSITY OF NEW HAMPSHIRE,Political Science

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