David Levine
San Rafael,CA
Summary
Spanning over two decades in the financial services industry, a wealth of experience has been acquired as an Investment Advisor and Financial Planner. Strong background in assisting individuals and businesses in planning for their financial future has enabled a transition of skills. Motivation and organizational abilities, coupled with excellent communication and interpersonal skills, have enabled the solving of problems and a successful track record of helping clients reach their financial objectives. Currently, responsibility is held for managing investments, offering financial advice, and creating financial plans. Expertise and experience can be applied to any industry, and hospitality and business sales knowledge can be utilized to help a young company thrive and succeed.
Overview
29
29
years of professional experience
Work History
Investment Advisor Representative
Lincoln Investment Planning (Bay Area)
06.2018 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives for retirement preparation.
- Advise on asset allocation and manage clients’ investment portfolio.
- Continuously network to build individual client base, mainly by referrals.
- Pursued leads, set appointments and brought in new customers to increase my revenue.
- Reviewed portfolio histories and adjusted plans to optimize performance.
- Developed and maintained strong relationships with clients.
- Contacted potential clients to pursue sales and gather funds.
- Educate clients on financial topics through e-mail marketing.
- Personally manage over $40 million in client assets.
Regional Director & Sales
GLP & Associates, Inc (Bay Area)
06.2011 - 06.2018
- Responsible for starting a sales market team in the Bay area, inclusive of recruiting, hiring, training and mentoring new agents in financial planning for public educators.
- Recruiting: Run career fairs and interview potential new hires.
- In-field Mentoring: Perform sales workshops for new agents and run appointments.
- Planning and budgetary responsibilities directly with the National Sales Manager.
- Quarterly forecasting, reporting, performance & analysis.
- Personally manage over $25 million in client assets.
Financial Advisor
Reserve Financial Agency (Chicago)
06.2005 - 06.2011
- Performed Monthly Workshops with 15-100 public educators in attendance.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Helped clients make informed decisions about financial future.
- Developed positive relationship with each client to maintain long-term accounts.
- Educated clients on various financial matters and provided recommendations on investment opportunities based on individual needs.
General Manager
Caffe De Luca (Chicago)
03.2001 - 06.2005
- Managed daily operations of the restaurant and staff.
- Maintained accurate inventories.
- Managed daily staff preparation meetings.
- Completed weekly R/M walk-throughs.
- Developed and maintained relationships with customers and suppliers.
- Improved marketing to attract new customers and promote business.
- Managed budget, employee reviews, training, and schedules.
- Assisted in recruiting, hiring, and training of team members.
Restaurant Manager
Bistro Zinc (Chicago)
04.2000 - 03.2001
- Promoted a positive atmosphere for an exceptional experience.
- Motivated employees to increase production.
- Accomplished multiple tasks in a fast-paced business.
- Resolved staff member conflicts during busy shifts.
- Developed and maintained relationships with customers and suppliers.
- Controlled costs to keep the business operating within budget and increase profits and retain bonuses.
Mangaer/General Manager
Pacific Rim (Vermont)
09.1997 - 04.2000
- Hired and Trained new employees.
- Managed budget, employee reviews, training and schedules.
- Developed and implemented specials to increase sales and profitability.
- Set clear expectations and created positive working environment for employees.
- Purchased adequate quantities of food, beverages, equipment, and supplies.
- Conducted health, safety, and sanitation process.
- Tracked daily sales transactions and invoices for accurate and updated monthly, quarterly and yearly reports.
Supervisor
Klinger's Bread (Vermont)
08.1996 - 09.1997
- Supervised staff of 3-10 on shift.
- Ordered inventory for front of house.
- Developed and maintained relationships with customers and suppliers.
- Opened and closed location and monitored shift changes.
- Evaluated employees with constructive feedback to improve workplace environment.
- Handled customer complaints, resolved issues.
Assistant Manager
Java Master (Michigan)
09.1994 - 06.1996
- In charge of scheduling and training of staff.
- Managed and motivated employees to improve workplace environment.
- Maximized performance by monitoring daily activities and mentoring my team.
- Monitored cash intake and deposit records.
- Supervised day-to-day operations to meet performance and service expectations.
Education
Bachelor of Science - Business Hospitality Management
CHAMPLAIN COLLEGE
Burlington, Vermont1997
Skills
- Due diligence
- Risk mitigation
- Security knowledge
- Sales proficiency
- Performance plans
- Business Development
- Verbal and written communication
- Investor relations
- Forward-thinking
- Strategic planning
- Self-directed mindset
Additional Information
- Passionate foodie and seasoned sales and management professional. Extensive experience in building brands, businesses and teams for independent restaurants and financial firms. Proven success in generating revenue, launching products/services and gaining market share over competition. Diverse skill set across finance, sales, management, hospitality. Current licenses include insurance, series 6, 65, 66.
Timeline
Investment Advisor Representative
Lincoln Investment Planning (Bay Area)
06.2018 - Current
Regional Director & Sales
GLP & Associates, Inc (Bay Area)
06.2011 - 06.2018
Financial Advisor
Reserve Financial Agency (Chicago)
06.2005 - 06.2011
General Manager
Caffe De Luca (Chicago)
03.2001 - 06.2005
Restaurant Manager
Bistro Zinc (Chicago)
04.2000 - 03.2001
Mangaer/General Manager
Pacific Rim (Vermont)
09.1997 - 04.2000
Supervisor
Klinger's Bread (Vermont)
08.1996 - 09.1997
Assistant Manager
Java Master (Michigan)
09.1994 - 06.1996
Bachelor of Science - Business Hospitality Management
CHAMPLAIN COLLEGE
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