David Tasillo
Client Account Manager with 22 years experience, specializing in client relationships and strategic growth. Delivering exceptional service.
- Role
- Client Account Manager at Ameriflex
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About David Tasillo
Seasoned professional with a knack for crafting and executing strategic sales plans, consistently surpassing revenue targets. I excel at assembling high-performance sales teams and spearheading market expansion initiatives. My expertise lies in analyzing market trends and competitor activities, allowing me to spot opportunities for robust business growth.In the financial industry, my comprehensive background includes streamlining mortgage processes, conducting meticulous financial assessments, and offering expert guidance on a range of mortgage products. I am meticulous in shepherding clients through the entire loan application and approval journey, boasting an in-depth understanding of current market trends, lending regulations, and diverse mortgage programs.My track record is marked by the successful establishment and nurturing of strong client relationships. I am adept at comprehending clients\' financial aspirations and tailoring strategies to meet their unique needs. As a refined communicator, I seamlessly collaborate with clients and internal teams, ensuring a harmonious and effective partnership. Let\'s connect and explore how we can achieve success together!
Experience
Client Account Manager
Sep 2025 — Present · Charlotte, NC, US
Education
Western Carolina University
Bachelor of Business Administration (BBA), Accounting and Business/Management
2001 — 2005
Western Carolina University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
2001 — 2005
Skills
- Microsoft Excel
- Microsoft Office
- Sales
- Banking
- Risk Management
- Credit
- Customer Service
- Financial Analysis
- Strategic Planning
- Management
- Team Building
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