David Munford
Accomplished Sales, Business Development and Account Management Professional
- Role
- Mortgage Loan Officer & Insruance Agent at Bespoke Financial
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About David Munford
VALUE PROPOSITION As an accomplished Sales, Business Development and Account Management Professional, I offer expertise in relationship management, finance, compliance, team leadership, training and development. I engage in territory and account portfolio growth, complex analysis and operations development.SUMMARY Solutions development professional providing high work ethics to exceed organizational goals. Investigate and analyze account standings to implement strategies and support stakeholder/customer interests and needs.
Experience
Mortgage Loan Officer & Insruance Agent
Jul 2024 — Present · Cleveland, OH, US
Education
Ursuline College
Bachelor of Arts, Business Management
2013 — 2017
Skills
- Wealth
- Financial Risk
- Disability Insurance
- Credit Analysis
- Long Term Care Insurance
- Prospecting
- Business Development
- Training and Development
- Retirement Planning
- Account Management
- Business Planning
- Team Leadership
- Insurance
- Leadership
- Underwriting
- Loans
- Recruiting
- Iras
- Team Building
- Process Improvement
- Consultative Sales
- Retirement
- Strategic Financial Planning
- Financial Planning
- Mortgage Lending
- Financial Planners
- Coaching
- Health Insurance
- Mortgage Banking
- Customer Service
- Presentation Development/Delivery
- Risk Mitigation
- Lending / Finance
- Solutions Development
- Banking
- Mutual Funds
- 401k
- Needs Analysis
- Territory Growth
- Life Insurance
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