David Meree
Moncks Corner,SC
Summary
Results-driven Financial Specialist with Transamerica, adept at analyzing financial data to enhance investment strategies and client satisfaction. Proven expertise in strategic financial planning and compliance, coupled with strong communication skills. Successfully implemented tax strategies, optimizing liabilities while ensuring adherence to regulations, and improved product sales through personalized client engagement.
Professional technician with high standards and focus on achieving results. Skilled in troubleshooting, repair, and preventive maintenance for variety of systems and equipment. Strong team collaborator who adapts to changing needs and ensures reliability. Known for problem-solving abilities, mechanical aptitude, and effective communication skills.
Overview
23
23
years of professional experience
Work History
Financial Specialist
Transamerica
Summerville, SC
05.2024 - Current
- Analyzed financial data to support investment strategies and decision-making processes.
- Reviewed compliance documentation to ensure adherence to regulatory standards and company policies.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Implemented tax planning strategies to minimize liabilities while ensuring full compliance with local, state, and federal regulations.
- Improved client satisfaction by providing personalized financial advice and solutions tailored to their unique needs and goals.
- Developed queries and performed analysis to optimize business intelligence.
Maintenance Technician
Westrock
North Charleston, SC
08.2003 - 08.2023
- Conducted routine maintenance on machinery to ensure operational efficiency.
- Diagnosed equipment failures and implemented timely repairs to minimize downtime.
- Trained junior technicians on safety protocols and best practices in equipment maintenance.
- Led initiatives to enhance workplace safety standards, ensuring compliance with industry regulations.
- Operated varied hand and power tools to complete repairs.
- Completed daily, weekly, and monthly checklists on building equipment to maintain records of scheduled maintenance procedures.
- Improved equipment functionality by conducting regular maintenance checks and repairs.
Education
High School Diploma -
Berkeley High School
Moncks Corner, SCIndustrial Maintenance -
Trident Technical College
Charleston, SCSkills
- Financial services
- Product sales
- Strategic financial planning
- Insurance products
- Investment strategies
- Preventive Maintenance
- Safety awareness
- Machine lubrication
- OSHA
- Lockout and tagout procedures
- Troubleshooting skills
- Proficient in software
- Clear communication
Timeline
Financial Specialist
Transamerica
05.2024 - Current
Maintenance Technician
Westrock
08.2003 - 08.2023
High School Diploma -
Berkeley High School
Industrial Maintenance -
Trident Technical College