David Jeffries
Medina,OH
Overview
22
22
years of professional experience
Work History
Senior Shipping Clerk
Beckett Manufacturing
05.2021 - 03.2024
- Monitored inventory to maintain sufficient supply levels to meet business and customer needs.
- Rejected damaged items, recorded shortages and corresponded with shippers to rectify issues.
- Optimized storage space usage by efficiently organizing inventory within the warehouse facility.
- Handled high-volume paperwork and collaborated with administrators to resolve invoicing and shipping problems.
- Used fork lift to load and unloaded goods from trucks and containers.
- Inspected incoming and outgoing shipments to identify discrepancies with records.
- Established strong relationships with carriers, enabling prompt resolution of any logistical challenges that arose during transit.
- Communicated with vendor representatives to resolve damaged shipments and item shortages.
- Collaborated with internal departments to verify customer satisfaction and order accuracy.
- Factored shipping procedures, rates and routes in making determinations on best shipping methods for materials.
- Partnered with representatives from different carriers to arrange materials shipments.
- Maintained accurate inventory records, ensuring seamless order processing and shipment tracking.
Finance Manager
Let's Drive Auto
01.2015 - 09.2017
- Maximized revenue generation by upselling a variety of finance and insurance products to customers.
- Maintained contact with established customers to confirm satisfactory experience and encourage repeat and referral business.
- Developed strong rapport with customers and created positive impression of business.
- Met customers on lot and in showroom to discuss available vehicles and options.
- Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
Lease Consultant
MRK Leasing (nka River Capital Finance)
01.2013 - 07.2015
- Worked with manufacturers, vendors, and end-users to provide competitive commercial banking solutions and retail financing plans to complete effective sales transactions.
- Networked to identify potential new clients and expand geographic territories.
- Created and implemented successful sales campaigns to drive leads and increase sales.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Collaborated with cross-functional teams to develop comprehensive financial solutions for complex client needs.
CEO/Owner/Financial Advisor
Estate Funding Consultants/DEP Management
01.2010 - 01.2013
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
- Delivered strategic investment advice for individual and corporate clients.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Networked to identify potential new clients and expand geographic territories.
- Expanded the client base by creating targeted marketing campaigns and networking within the industry.
Financial Consultant
Carl And Smith, Attorneys At Law
02.2005 - 03.2010
- Developed a high-performing sales team through targeted recruitment, comprehensive training, and ongoing mentorship.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Evaluated performance against goals and implemented appropriate development plans.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Assisted clients with estate planning to organize distribution of assets based on client wishes...
Financial Advisor
American Express
02.2002 - 04.2005
- Presented financial plans and investment recommendations to clients.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on potential risks and rewards associated with various investments.
- Enhanced sales through the utilization of persuasive communication skills and thorough product knowledge.
- Opened new accounts and documented personal, demographic, and payment information in system.
- Handled objections skillfully, guiding potential customers towards informed decisions about products or services offered.
Education
Bachelor of Science - Consumer Affairs And Marketing
Ohio State University
Columbus, OHSkills
- Strategic Communication Management Professional
- Deal Closing
- Relationship cultivation
- Objection handling
- Cold calling expertise
Timeline
Senior Shipping Clerk
Beckett Manufacturing
05.2021 - 03.2024
Finance Manager
Let's Drive Auto
01.2015 - 09.2017
Lease Consultant
MRK Leasing (nka River Capital Finance)
01.2013 - 07.2015
CEO/Owner/Financial Advisor
Estate Funding Consultants/DEP Management
01.2010 - 01.2013
Financial Consultant
Carl And Smith, Attorneys At Law
02.2005 - 03.2010
Financial Advisor
American Express
02.2002 - 04.2005
Bachelor of Science - Consumer Affairs And Marketing
Ohio State University