DAVID SPENCE
Baltimore,MD
Summary
Demonstrated leader and entrepreneur with strong background in financial and customer services. Exceptional interpersonal communication and creative problem-solving skills. Passion for connecting people and organizing community endeavors. Fundraising entrepreneur as the founder of ShaveDaveBmore. Thrives in team building, events logistics, design, and management. Seeking a position in a mission organization that would capitalize on honed skills for the benefit of others.
Overview
18
18
years of professional experience
Work History
FINANCIAL ADVISOR
Edward Jones
07.2019 - 04.2024
- Created and fostered strong relationships with clients, building trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Managed 17 million dollars in assets for 130 households.
- Constructed and serviced portfolios aligned with clients' long term financial goals.
- Assisted clients with budgeting and cash flow management.
- Worked with performance leaders and colleagues to develop best practices.
FOUNDER
ShaveDaveBmore
04.2011 - 09.2022
- Conceptualized and built a fundraising brand; Founded in 2011 to raise money for Red Cross Relief in Japan after the Tohoku Earthquake and Tsunami event. Continued with six more over the years raising funds for The National MS Foundation, Hamilton-Lauraville Main Street, The Baltimore Restaurant Relief Fund,(BRRF) and Baltimore-Odesa Sister Cities Committee (BOSCC).
- Established a successful charity by identifying recipient needs and developing innovative ways to donors.
- Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for raising money for various causes.
- Organized a streaming only event during COVID which included building a digital production team to raise money for the BRRF.
- Built a team and produced a live and streamed variety show to raise money for Ukraine through the BOSCC in 2022.
OPERATIONS MANAGER
CapFin Tax MD, LLC dba Jackson Hewitt
09.2017 - 06.2019
- Managed largest Jackson Hewitt Franchise in Maryland
- Formed and managed branch teams for 32 offices in five counties, with 100+ employees and 25 managers reporting directly to me;
- Processed $180,000 bi-weekly payroll
- Implemented marketing and development plans
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Developed and maintained relationships with external vendors and suppliers.
- Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
- Analyzed and reported on key performance metrics to senior management.
- Oversaw facility maintenance, ensuring optimal functionality of equipment and infrastructure at all times.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
GENERAL MANAGER
Modern Cook Shop
05.2016 - 09.2017
- Managed staff of 40 employees
- Made weekly schedule considering restaurant needs and employee desires to maintain premium customer service,
- Created pars and maintained balanced inventory for retail and onsite products.
- Maintained restaurant website.
- Worked with clients, vendors, and staff to organize and execute special events.
- Elevated and maintained beverage program including training staff and managing vendor relationships.
- Developed and implemented marketing strategies to increase sales and profitability.
- Formulated policies and procedures to streamline operations.
- Handled problematic customers and assisted employees to maintain excellent customer service.
- Managed purchasing, sales, marketing and customer service operations efficiently.
- Reconciled daily revenue and reported to owners.
OWNER/OPERATOR
Bartenders
11.2005 - 11.2015
- Owned and operated a a small restaurant with an average gross annual revenue of $500,000.
- Worked with graphic designer to create a brand that would appeal to the neighborhood atmosphere that we envisioned.
- Developed a food menu that was manageable, diverse, and high quality featuring Original Pizza, Sandwiches, Steamed Shrimp, and Daily Specials.
- Developed an award winning wine and beverage program that grew to a well known and extensive craft beer , craft spirits, and eclectic whiskey collection.
- Created and maintained strong relationships with vendors creating specialized experiences for our customers.
- Managed permitting, payroll , and inventory.
- Managed day-to-day business operations.
- Provided exceptional customer service to ensure repeat business.
Education
High School Diploma -
Severna Park High School
Severna Park, MDSkills
- Strong Interpersonal Skills
- Team Builder
- Skilled Marketer
- Fundraiser
- Exceptional Customer Service
- Problem Solver
- Relationship building and management
- Client Relations
- Critical Thinking
- Client Needs Assessment
Volunteer Experience
Leadership
- ShaveDaveBmore
- Second Saturday Hiking Group
Participant
- BOSCC (Baltimore-Odesa Sister Cities)
- SURJ Baltimore
- Second Chance
- The Loading Dock
- Baltimore Tool Bank
- Mr. Trash Wheel
- Volunteering Untapped
- Habitat for Humanity
- Helping Up Mission
- Rotary Club
- Hamilton-Lauraville Main Street
- House of Ruth
Registrations
- Series 7
- Series 66 (combined 63 and 65)
- Life Insurance
- MD Tax Preparer
Software
- Microsoft Excel, Word, Power Point
- WordPress
- Google Suite
- Zoom
- Proprietary CRMs (Edward Jones, Jackson Hewitt)
- Trello
Timeline
FINANCIAL ADVISOR
Edward Jones
07.2019 - 04.2024
OPERATIONS MANAGER
CapFin Tax MD, LLC dba Jackson Hewitt
09.2017 - 06.2019
GENERAL MANAGER
Modern Cook Shop
05.2016 - 09.2017
FOUNDER
ShaveDaveBmore
04.2011 - 09.2022
OWNER/OPERATOR
Bartenders
11.2005 - 11.2015
High School Diploma -
Severna Park High School
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