David T.

About David T.

Systematic Senior Sales Professional, who has a proven track record of success in increasing Treasury Management and Financial Revenues, while building and maintaining successful business partnerships. • Detail oriented Professional that applies analytic abilities to complete any task at hand. • Steadfast innovator that implements creative solutions to thoroughly meet and exceed deadlines while successfully networking, coaching and conquering company goals.

Experience

1. Senior Financial Consultant

   Melissa Gillis Care

   Jul 2012 — Present · Fort Bend County, TX, US

   Diligently collaborated with several organizations on multiple projects, including finance, marketing, budgeting and raising funds from a variety of non-traditional methods. • Tenaciously markets services through continuously networking, following up and asking for referrals from current clients. • Energetically attends, participates and prospects at all community and networking functions. • Proactively responds to inquiries that came through developing promotions. • Thoroughly assesses clients\' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning while mindfully evaluating risk tolerance.• Creates, implements and develops innovative financial strategies by guiding client to establish financial goals while effectively matching goals to situation with appropriate financial plans.

Education

• University of Houston

  BS