Business Development Social Media
Resume:
SOFTWARE SKILLS
Microsoft Office Suite
Docushare – Document Repository
Dunn & Bradstreet Software
- Avenue Database
- Executive Workbench
- Zephy
Social Media Platforms
WebEx (Virtual Meeting Software)
MOLIS Database
Coachable, process and results focused
team player and leader with 19 years of
sales and management experience. An
MBA graduate with experience in
business development, negotiations,
customer service, sales and marketing.
Committed to excellence with a winning
attitude and good business acumen. A
track record of delivering on
commitments and helping others succeed.
SUMMARY
4527 Tyrone Avenue
Sherman Oaks, CA 91423
*********@*****.***
CONTACT
DAVID E. GARNETT
iAM SOLUTIONS, LLC 2014 – PRESENT
Director of Business Development
Business Development – work with small business clients that wanted to go to the next level or operational different aspects of their business.
Researched profile for the Executive Coaches financial situation to take advantage of the changes. Developed new marketing ideas for their Minority Online Information Services (MOLIS) Database. Identified candidates for the company’s “greatest Stories Never Told” video series Worked with the President to update and relaunch the MOLIS Database. BANK OF AMERICA MERRILL LYNCH 2008 – 2014
Compliance Manager
Assisted and ran various offices in the compliance area in the san fernando valley offices of Merrill Lynch.
Ran quarterly audits and meetings for the relationship managers. Reviewed, approved or denied new client accounts.
Filed critical reports on office compliance with sarbanes oxley. Assessed risk across the all 3 areas of the company in the product, compliance and operations areas. DUN AND BRADSTREET 2006 – 2008
Relationship Manager
Negotiated contracts with Credit, Marketing and Supply areas of client companies. under my book Forecasted sales for upcoming quarters in Saleforce.com. Coordinated team around needs and goals of clients.
Increased my book of business 119% year over year. Demonstrated DNB products to showcase value to clients. that aided in closing sales. GNETT COMMUNICATIONS 2005 – 2006
Founder and President
Developed entrepreneurial presentations for NFL and Coke. Built out part of iAM Solutions website with Knowledge Nodes. Helped present at the 1st Annual Howard University ELI Conference on Entrepreneurship. 2001 – 2004
TCW INVESTMENT MANAGEMENT COMPANY – Los Angeles,
CA Internal Wholesaler, Assistant Vice President
Responded to informational requests and operational issues from financial advisors and wealth managers in a high volume call center; trained new employees in call center functions/procedures. Made 10-20 outbound calls per day to financial advisors within the existing distribution platforms; Actively sought new business opportunities based on lead generation and relationship development efforts at annual professional conferences (Schwab IMPACT, Financial Planning Association, and Morningstar).
Processed Advisor information data for Avenue Database. Produced various Zephyr reports. per client requests. Prepared detailed quantitative reports and presented findings to a wholesaler team of 4 for stocks in numerous domestic and international equity portfolios. Created annual personal and group business plans for the mutual funds business area. Contributed to the development of marketing literature requests from financial advisors, fund distributors, and investment professional organizations.
PROFESSIONAL EXPERIENCE
Helped raise assets in the TCW Galileo Funds complex from $1 billion to $6 billion over a 2-year period by spearheading internal wholesaling efforts as a senior member of the marketing team. Series 24 licensed.
Achievements
MERRILL LYNCH – Beverly Hills, CA 1997 – 2000
Financial Consultant, Associate Administrative Manager Made investment recommendations and executed buy and sell orders. Researched core investments for client base and developed investment philosophy. Ran client investment goal meetings and created financial blueprints for client objectives. Reviewed client portfolios on a semi-annual basis. Reviewed new account forms for suitability.
Reviewed emails and faxes for compliance adherence. Prepared for yearly audit with SEC.
Handled customer complaints and coordinated resolutions. Made 20-30 cold and warm calls a day for clients.
Series 7, 65 and 63 licensed.
Achievements
1993 – 1997
NFL Players Association Representative;.
NATIONAL FOOTBALL LEAGUE
Linebacker
Denver Broncos and Minnesota Vikings Started in 3 games; 3 playoff appearances. Achievements
PROFESSIONAL EXPERIENCE
2007
1993
Fully Employed MBA Program
UCLA Anderson School of Management – Los Angeles, CA BA, Political Science
Stanford University – Palo Alto, CA
Received national and regional awards and recognition in academics and athletics EDUCATION
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