DAVID B. EVANS

***** *** ****** *** *** Antonio, Florida 33576

863-***-****- adxygs@r.postjobfree.com

SENIOR-LEVEL FINANCIAL SERVICES PROFESSIONAL

Investment Operations Financial Management Banking & Mortgage Processes Highly accomplished and results-driven Senior-Level Financial Services Professional with a stellar career history managing and supporting a broad array of finance operations for high profile corporations. Particular aptitude in investments, financial sales, mortgages, account management, and brokerage operations. Exceptional organizational and detail-oriented skills driven towards applying versatile skills and experience to meet business objectives for growth and continuous improvement. Innate ability to interpret complex financial data and prepare clear and accurate reports for informational, auditing, and operational use. Exemplary leadership and communication skills and excels in demanding environments.

Financial Planning & Analysis

Market Growth & Expansion

Asset Management

Client/Investment Education

Portfolio/Account Management

Strategic Business Planning

New Business Development

Risk Management/Mitigation

Client Relations

Wealth Management

Leadership & Training

Problem Resolution

P ROFESSIONAL E X P E R I ENCE

GOHEALTH, San Antonio Florida 2022-present

• Analyze current Medicare plan and determine benefits/savings that they are not realizing

• Sell Medicare Advantage, Medicare Supplement and Prescription Drug Plans to seniors.

• Assist clients in obtaining Low Income Subsidies and enrolled in Medicaid.

• Team leading production in plans sold and call quality. E*TRADE/MORGAN STANLEY, Tampa Florida and Alpharetta, Georgia 2020-2021

• Relationship Manager/Executive Services, Stock Plans

• Refer clients to Platinum RM’s for Lines of Credit, Wrap Accounts, Financial Planning

• Maintain relationships with Bankers. Mortgage. Investment and Wealth Management to further client needs.

• #1 in the company for perfect client surveys

WELLSFARGO ADVISORS, Auburndale, Haines City, Cypress Garden & Downtown Lakeland 2017-2020

• Built a $35 million book in 2 years with no client pipeline

• Recruited to create and present monthly best practices for Licensed Bankers in our regions Affluent Lab

• Introduced flip chart sales to Customer Connection weekly meetings

• Trains bankers and Licensed Bankers how to position bringing in an FA. Train on Benefit Statements. BB&T INVESTMENTS, Lakeland FL 2016-2017

• Financial Advisor for a 10 branch bank Circuit in Central Florida

• Coached bank partners to have a holistic fact finding discussion to discover outside assets

• Frequent role play exercises to position myself as a value added partner

• 2016 First semi-annual review and final year graded “Exceeds Expectations”- 2017 “Exceeds Expectations

• Increased a $45 Million annuity book to a well diversified Managed Money focused $70 Million PNC INVESTMENTS, Pittsburgh, PA 2011 – 2016

Financial Advisor

Utilized extensive financial expertise to anticipate and meet all clients’ needs across 10 PNC branches. Supported 600+ clients and 80 advisory accounts.

Opened new brokerage/IRA accounts, serviced existing client accounts, and provided financial planning advice.

Achieved #1 ranking in revenue for the Alternative Channel with $575K+ in 2015 and $409K+ in 2014.

Awarded 2014 Advisor Direct Financial Advisor of the year. CLIENT NAME Resume, Page 2

Educated branch partners to secure qualified investment referrals to gain existing bank client share of wallet and increase branch revenue.

PNC BANK, Monroeville, PA 2009 – 2011

Licensed Financial Sales Consultant

Assisted customers in identifying current and long term life events.

Proactively became the expert on the Virtual Wallet suite of products and certified as a Workplace Champion. Coached and motivated Teller and Platform staff to confidently refer potential investment customers to appropriate personnel.

SIERRA PACIFIC MORTGAGE, Pittsburgh, PA 2008 – 2009 Pennsylvania Branch Manager

Fostered and cultivated mutually beneficial relations with top-notch Mortgage Brokers.

Trained Loan Officers in the optimum structuring and creation of documentation that align with company guidelines and risk management procedures.

Present company mortgage products and programs to Brokers with an emphasis on value-added selling.

WASHINGTON MUTUAL, Pittsburgh, PA 2002 – 2009

Successfully increased market share, growing a $3M territory to $11M+ per month.

Account Manager – Western/Central Pennsylvania and Eastern Ohio

Recruited and trained 2 successful Account Managers into region.

Spearheaded implementation of annual sales training seminar to teach optimum sales strategies.

Recipient of a prestigious award at 2005 National Sales Meeting. Additional professional experience as a Preferred Broker Representative & Retail Sales Representative EDUCATION & C REDENTIALS

Bachelor of Arts, Economics & Political Science, University of Pittsburgh, Pittsburgh, PA Memberships: University of Pittsburgh Alumni Association United Professional Sales Association Mensa USA Series 7, 6, 63, 65, & PA Insurance Licenses

MENSA U.S.A.

Contact this candidate