David Lynch
Wesley Chapel,FL
Summary
Financial advisor with a solid background in investment strategy, client engagement, business development, and sales. Known for driving growth through effective relationship management, financial analysis, and strategic planning. A proven track record of exceeding client expectations and scaling business operations. Looking to transition into a private equity investor relations role, leveraging expertise in sales and client service to support firm growth and investor satisfaction.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Advisor
Edward Jones
12.2022 - Current
- Develop customized financial plans for a diverse clientele, focusing on retirement planning, estate strategies, and wealth management solutions.
- Build and maintain strong client relationships by providing clear financial guidance and ensuring open communication to address client concerns and evolving goals.
- Specialize in analyzing portfolios, advising clients on insurance products, and managing financial resources to align with long-term client objectives
Chief Executive Officer
Drop 'N' Go Laundry Xpress
01.2022 - Current
- Founded and built a profitable wash-dry-fold hub, tripling initial profits through effective marketing, team management, and strategic operations.
- Established and led a dedicated team, enhancing service efficiency and customer satisfaction, resulting in substantial business growth.
- Oversee all business functions, including financial oversight, client engagement, and day-to-day operations, creating a high-demand laundry service for local clients.
Adjunct Professor
Valencia College
07.2018 - Current
- Instruct a wide range of business courses, including Strategic Planning and Decision-Making, Marketing, Organizational Behavior, and Management Theory and Practice, teaching 2-4 classes per semester.
- Engage students with real-world applications of finance and management principles, drawing from professional experience to enrich lectures and class discussions.
- Develop dynamic curricula, including hands-on projects, case studies, and interactive assignments, to cultivate critical thinking and practical skills essential for business careers.
New Home Sales Consultant
Lennar
02.2020 - 08.2022
- Achieved top-tier sales performance by building rapport with clients and guiding them through the new home buying process, enhancing customer satisfaction and trust.
- Exceeded monthly sales quotas by identifying client needs and matching them with Lennar’s home offerings, resulting in high customer retention and referrals.
- Facilitated end-to-end transactions, managing contract documentation, financing options, and closing processes to ensure smooth and efficient client experiences.
Senior Financial Analyst
Verizon
12.2015 - 03.2017
- Conducted detailed monthly and yearly compensation analyses, coordinating efforts to streamline data management processes, increasing operational efficiency by 25%.
- Led compliance tracking initiatives within compensation plans, optimizing reporting accuracy and reducing errors by 90%.
- Established trend analysis procedures for tracking financial performance and delivering actionable recommendations to executive leadership.
IT Financial Analyst
TracFone Wireless
10.2014 - 12.2015
- Managed cost analyses and budget tracking for various carriers and vendors, delivering insights that informed cost-saving strategies.
- Developed and implemented a travel and expense reporting system, reducing process time by 50%.
- Supervised a budget of over $10 million, maintaining strong relationships with more than 50 vendors and acting as the primary point of contact for internal and external stakeholders.
Financial Analyst Intern
Brookfield Asset Management
01.2014 - 10.2014
- Produced financial data reports and managed budget variance analyses using Hyperion, supporting strategic decision-making.
- Collaborated on database construction and data processing, enabling more accurate forecasting and financial tracking.
- Analyzed large datasets to support investment decisions, ensuring compliance with financial procedures and company standards.
Loan Processor
PHH Mortgage
05.2012 - 07.2013
- Successfully closed over 15 loans per month, exceeding $20 million in total loan closures, contributing significantly to monthly targets.
- Addressed an average of 50 customer product inquiries per month, resolving issues and maintaining high levels of customer satisfaction.
- Developed a streamlined mortgage application process through targeted client questioning, accelerating loan processing times.
Education
Master of Business Administration (MBA) in Management -
Nova Southeastern University
01.2015
Bachelor of Science in Finance - undefined
University of Central Florida
01.2011
Skills
- Client Relationship Management
- Investment Strategy & Analysis
- Sales & Business Development
- Financial Reporting & Compliance
- Stakeholder Engagement & Communication
- Operational Management & Growth
- Sales follow-up
- Making insurance decisions
- Planning for retirement
Certification
- Series 7 & Series 66 (FINRA, 2023)
- Life Insurance & Annuity (Florida, 2017)
- Real Estate License (Florida, 2015)
Community Service
- Partnered with local organizations, including the YMCA, to host financial literacy workshops, showcasing a commitment to community engagement and investor education.
- Organized back-to-school events focused on family financial planning, emphasizing education savings strategies and investment options.
Timeline
Financial Advisor
Edward Jones
12.2022 - Current
Chief Executive Officer
Drop 'N' Go Laundry Xpress
01.2022 - Current
New Home Sales Consultant
Lennar
02.2020 - 08.2022
Adjunct Professor
Valencia College
07.2018 - Current
Senior Financial Analyst
Verizon
12.2015 - 03.2017
IT Financial Analyst
TracFone Wireless
10.2014 - 12.2015
Financial Analyst Intern
Brookfield Asset Management
01.2014 - 10.2014
Loan Processor
PHH Mortgage
05.2012 - 07.2013
Bachelor of Science in Finance - undefined
University of Central Florida
- Series 7 & Series 66 (FINRA, 2023)
- Life Insurance & Annuity (Florida, 2017)
- Real Estate License (Florida, 2015)
Master of Business Administration (MBA) in Management -
Nova Southeastern University
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