DAVID PISTOTNIK
West Hollywood,CA
Summary
Interested in a position as a financial advisor, private banker or wealth advisor. I have a proven 30 year highly successful background in private mortgage banking, sales and management.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual Wealth Management
Los Angeles, California
05.2024 - Current
- Completed 30 day training program for new Financial Representatives.
- Organized meetings with potential clients to discuss their financial goals and objectives. Meetings set through daily calling of self created database. 10 new clients in 1st 90 days.
- Obtained California life, disability and long-term care licensing. Also passed SIE, Series 7 and series 63 exam in 1st 90 days.
Branch Sales Manager Private Mortgage Banking
Wells Fargo Home Mortgage
Beverly Hills, CA
12.2009 - 09.2023
- My office partnered with private bank by referring mortgage clients who were qualified private bank candidates. My sales team received referrals from private bank to handle their mortgage needs.
- Resolved customer complaints to maintain high level of satisfaction.
- Recruited team of 12-20 loan officers and did regular sales management activities so that they could maximize their productivity. Consistently had lowest turnover of any office in division
- Monitored active loans from origination to funding to ensure an excellent customer experience
- Interfaced with processing and underwriting daily to make sure files were being presented and decisioned accurately to ensure efficiency and best possible customer experience.
- Active originator as well as manager from 2009 to 2016.
- Office funded over $1 billion in total loan volume in 8 out of 13 years as manager.
Regional Sales Manager
Chase Home Mortgage
Beverly Hills , CA
06.1989 - 07.2008
- Was a top producing loan officer from 1989-1995. From 1995 to 2008 was a branch manager and Regional Manager that led a mortgage sales force of 80-100 loan officers
- Successfully managed a P&L and was consistently ranked as one of the top branches/regions nationwide based on net income.
- Developed excellent credit skills and able to efficiently analyze financial statements for most complex borrowers.
- Recruited and trained many top producing loan officers in the industry
Education
MBA - Business Administration And Management
Pepperdine University
Malibu, CA06.1995
Bachelor of Science - Business Finance
Cal State Univ Northridge
Northridge, CA06.1986
Skills
- Debt management
- Wealth Management
- Cash Flow analysis
- Sales expertise
- Investment strategies
- Financial Planning
- Relationship Building
- Risk Analysis
- Tax planning
- Credit analysis
- Investment advice
- Continuous professional development
Certification
- California life, disability and long term care
- SIE, Series 7 and series 63
Timeline
Financial Representative
Northwestern Mutual Wealth Management
05.2024 - Current
Branch Sales Manager Private Mortgage Banking
Wells Fargo Home Mortgage
12.2009 - 09.2023
Regional Sales Manager
Chase Home Mortgage
06.1989 - 07.2008
MBA - Business Administration And Management
Pepperdine University
Bachelor of Science - Business Finance
Cal State Univ Northridge
- California life, disability and long term care
- SIE, Series 7 and series 63
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