David Johnson

• Assisted clients in identifying financial goals and developing tailored investment strategies.
• Supported the creation of comprehensive financial plans that align with client needs and objectives.
• Learned to analyze market trends and economic indicators to inform investment decisions.
• Coordinated client meetings, ensuring clear communication of financial concepts and recommendations.

Obtained the Series 7, 66, and state insurance licenses in the fourth quarter 2007. Graduated from the Merrill Lynch New Advisor Training Program in May 2010.

Worked with the Publishers of Pensions & Investments and Investment News magazines. Wrote business plans to launch conferences and custom publishing projects.

• Led cross-functional teams to drive organizational strategy and enhance operational efficiency.
• Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
• Collaborated with senior management to develop strategic initiatives and long term goals.

• Increased advertising revenue by developing and implementing strategic sales plans tailored to client needs.
• Provided exceptional customer service, consistently resolving issues promptly and professionally to maintain high client satisfaction.
• Enhanced client relationships through consistent communication and prompt resolution of concerns, resulting in repeat business.

Created an average of 20 special advertising sections annually. Responsible for generating incremental advertising revenue. Extensive business travel in North America, Europe, and Asia.

• Managed client relationships, ensuring alignment with business objectives and fostering long-term partnerships.
• Oversaw contract negotiations, securing favorable terms that met both client needs and company goals.
• Increased client satisfaction by building strong relationships and addressing their needs promptly.

Worked in New York corporate office and was Business Week Magazine Circulation sales to corporations, trade associations, hotels, and airlines.

• Developed and executed regional sales strategies to enhance market penetration and revenue growth.
• Established strong relationships with key clients, driving long-term partnerships and loyalty.
• Implemented training programs for sales personnel to improve product knowledge and selling techniques.
• Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.

• Achieved departmental goals by developing and executing strategic plans and performance metrics.
• Improved marketing to attract new customers and promote business.

• Directed sales strategies to enhance revenue and market share within designated territory.
• Mentored and trained sales team, fostering a collaborative environment focused on achieving targets.