Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
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David Flesch

Ft. Wright

Summary

Sales-driven professional with a warm demeanor and a commitment to accountability in customer interactions. Builds strong relationships founded on integrity and trust, ensuring dependable service. Employs a meticulous approach to tasks, resulting in high-quality outcomes and client satisfaction.

Overview

30
30
years of professional experience

Work History

SALES & SERVICE ASSOCIATE

THE GARAGE OTR
10.2022 - 12.2024
  • Supervised showroom operations and bicycle sales for electronic bicycle headquarters in Cincinnati.
  • Participated in trade shows and networking events to enhance professional connections and generate leads.
  • Boosted sales revenue by implementing targeted marketing strategies and engaging potential clients.

TAX SERVICES ANALYST

FIDELITY INVESTMENTS
06.2010 - 10.2021
  • Managed daily remittance of high-value tax payments to federal and state jurisdictions.
    Implemented tax filings and reconciliations in compliance with state and federal regulations.
    Served as primary contact and subject matter expert for system upgrades and enhancements.
    Conducted training for new hires alongside updates to policies and procedures.
  • Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.

EMPLOYEE BENEFITS BROKER

SCANLON & ASSOCIATES, INC.
02.2008 - 06.2010
  • Advanced client book of business to four-year value within 24 months.
    Developed and maintained comprehensive benefit packages for local companies.
    Served as Area Director for BNI in Southwest Ohio and Northern Kentucky.
    Acted as Ambassador for Home Builders Association of Northern Kentucky.
  • Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.

VARIOUS POSITIONS HELD

FIDELITY INVESTMENTS
02.1995 - 02.2008
  • Served as Sr. Financial Operations Associate within DC Disbursements from 1999 to 2008.
    Managed financial operations, ensuring compliance with regulatory standards and accuracy in processing.
    Acted as ISDT Service Delivery Specialist, improving service quality and efficiency from 1998 to 1999.
    Supported participant services as Group Representative, enhancing customer satisfaction from 1996 to 1998.
    Delivered mutual fund retail services, addressing client inquiries and resolving issues from 1995 to 1996.
    Processed transactions and maintained records in compliance with internal protocols.
  • Worked effectively in fast-paced environments.

Education

Bachelor of Science - Mental Health/Human Services

NORTHERN KENTUCKY UNIVERSITY
HIGHLAND HEIGHTS, KY

Skills

  • Goal oriented
  • Organization
  • Process improvements
  • Honest and dependable

Hobbies and Interests

Staying active and healthy through diet and exercise, including biking, running, hiking, and camping. Taking frequent bourbon distillery tours throughout Kentucky. Continuous home improvement projects. Spending time with my wife, adult children, granddaughter, friends and our dog. Volunteering with the Brady Scanlon Annual Memorial Ride To Remember.

Timeline

SALES & SERVICE ASSOCIATE

THE GARAGE OTR
10.2022 - 12.2024

TAX SERVICES ANALYST

FIDELITY INVESTMENTS
06.2010 - 10.2021

EMPLOYEE BENEFITS BROKER

SCANLON & ASSOCIATES, INC.
02.2008 - 06.2010

VARIOUS POSITIONS HELD

FIDELITY INVESTMENTS
02.1995 - 02.2008

Bachelor of Science - Mental Health/Human Services

NORTHERN KENTUCKY UNIVERSITY

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David Flesch