Nancy Davila

** *********** ****

Old Bethpage, NY 11804

aduvfj@r.postjobfree.com

H: 516-***-**** C: 516-***-****

Summary

Prospecting and marketing business to business sales to new and existing clients. Networking and cross selling products to maximize referrals into new accounts.

Inside sales and marketing to potential members of publishing, products and services.

Secondary Market Bond Insurance strategist and manager with expertise in the municipal and corporate bond market trading, negotiated, and competitive new issues, taxable and tax-exempt.

Familiar with all securities operations and the absolute need for accuracy in verbal and written communication. Skilled at analyzing spreads among various domestic and international market sectors to capitalize on the highest possible ROE from the financial guarantor’s perspective.

Documented and executed thousands of secondary market insurance transactions with the trading community with whom I have extensive contacts. Additional expertise includes managing an in-house tax- exempt total return portfolio and providing insurance quotes for competitive sales.

Professional Experience

Massie Tax Credits May 2021 – Aug 2022

Tax credit Advisor

As Tax Credit Advisory, I was responsible for reaching prospective new clients to educate and execute sales of various tax credits for MASSIE. Worked as Salesforce Administrator for the sales team and with Zoominfo researching new sales leads.

Service Corp International (Neptune Society) Oct 2020 – May 2021

Preneed Counselor

Selling preneed cremation services and products to prospective clients.

Better Business Bureau April 2018 - 2020

Business Development Specialist

Call upon business owners to interview for possible accreditation, review benefits and determine if the business has the proper credentials.

The Expert Network 2016 - 2018

Senior Director

Calling upon industry thought leaders to gather interview- based information to create biographical success stories for top doctors, lawyers, wealth managers and CEO’s.to showcase their compelling story. Sell member services including social media, branding, reputation management and networking to enhance their continued success.

Aflac NY, Garden City NY 2012 – 2020

Independent Sales agent

Business to business sales incorporating Aflac programs as a company benefit. Prospecting new and existing clients to best meet their needs, servicing the accounts and summarize product updates.

NAPW 2014 - 2015

Membership Coordinator

Introduce, market and sell the company’s products and networking services to prospective members by representing value to enhance future career goals.

Benchmark Bond Ratings, Garden City NY 2011

Sales and Marketing Director

Launch and market a start-up private municipal credit assessment company. Gain market intelligence by surveying market participants, arranging group presentations and attending networking events.

Ambac Assurance Corp, New York, NY 1989 – June, 2009

First VP, Secondary Market Sales 2006 – June 2009

Uncovered competitor’s pricing strategies and market opportunities to best structure Ambac’s $450 billion insured portfolio. Relayed insurance premiums on new issue competitive sales, priced, and quoted secondary market transactions. Solicited competitor bids on new issue sales to record data for market intelligence database.

·Produced $40 million in secondary market insurance premium sales vs. a $20 million budget by utilizing 90% of market spread and capitalizing on timing and market opportunities.

·Sought after by bond industry leaders as a Subject Matter Expert to clarify insurance policies and procedures as well as credit decisions.

·Produced 30% increase in pricing and return on new issue sales by providing market intelligence and bond pricing comparisons.

·Generated significant new revenue by developing and maintaining relationships in previously untapped markets including domestic and international corporate bonds and special assessment bonds.

·Increased client base and enhanced corporate recognition by following up with existing customers and soliciting new business and providing excellent client service.

VP, Secondary Market Sales 1989 – 2006

Gathered and integrated secondary market intelligence data to be utilized in sales pricing reports. Collaborated with the tax-exempt senior portfolio manager as a buyer of municipal bonds identifying pricing opportunities in the market. Conducted meetings with clients in conjunction with industry conferences and company sponsored events.

·Recommended entrance into a previously untapped sector by insuring $100 million Florida Windstorm bonds in the secondary market. Successfully negotiated a 100% increase of a competitor’s new issue price, which opened lucrative new business opportunities on disaster recovery bonds.

·Grew secondary market sales 1,000% by interacting and maintaining client relationships throughout the United States and overseas, to promote bond insurance protection.

·Achieved ranking of the second largest bond insurance company among seven competitors.

Drexel Burnham Lambert Inc., New York, NY 1987 – 1989

AVP, Negotiated Municipal Underwriter

Worked with bankers in promoting new business to issuers by providing general market intelligence and current pricing levels. Priced and marketed negotiated senior managed issues. Marketed all syndicate inventory to regional offices and coordinated with the retail desk.

UBS (formerly Paine Webber Inc.), New York, NY 1978 - 1986

AVP, Municipal Underwriting

Represented firm at competitive bid meetings. Ran bidding scales, set up accounts, and placed newspaper ads. Distributed marketing material to sales force, handled orders, allotted bonds, and accrued for profit and losses. Monitored daily inventory and paid out designated sales.

Education

Grace Institute Business School, New York, NY – Accounting coursework

Bronx High School of Science

Certifications

Former Series 55 Health, Life & Accident License

Former NASD/NYSE Series 7 Registration

Computer Skills

Microsoft Office, Financial Research databases such as Bloomberg, Salesforce, Zoominfo

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