David A. Callahan
Worcester,MA
Summary
Dynamic Broker Consultant and Non-Profit Executive with a proven track record at Sttom.org, adept in client management and negotiation. Leveraged portfolio management and teamwork to exceed client expectations and drive results. Known for exceptional communication and problem-solving skills, consistently achieving significant improvements in client satisfaction and operational efficiency. Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence. Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
25
25
years of professional experience
Work History
Broker Consultant
Self Employed
04.2003 - Current
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.
- Arranged for inspections and surveys of sold properties.
- Discussed financial options with clients and provided informed suggestions.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Networked to identify potential new clients and expand geographic territories.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Responded via telephone and email to questions regarding licensing, commissions, website logins and website navigation.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Completed training programs to remain updated and further develop proficiency of important industry information.
- Prepared contracts and related documentation according to strict standards.
- Worked with clients and finance companies to find optimal solutions for financing.
- Educated clients on various investment options, empowering them to make informed decisions about their financial futures.
Non Profit Executive
Sttom.org
08.1999 - 10.2007
- Assessed and analyzed departmental budgets to find ways to minimize expenses and optimize profits.
- Reported issues to higher management with great detail.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Trained and guided team members to maintain high productivity and performance metrics.
- Identified trends and assessed opportunities to improve processes and execution.
- Collaborated with stakeholders to develop actionable strategies that aligned with corporate goals and objectives.
- Interviewed, recruited and trained new onboarding candidates.
- Assisted in recruiting, hiring and training of team members.
Education
PhD - Educational Leadership And Management
Southern Theological Seminary
Louisville, KYMaster Of Education - Administration And Leadership
Liberty University
Lynchburg, VA05.1995
BA - History Education
Liberty University
Lynchburg, VA05.1989
Skills
- Client management
- Negotiation expertise
- Portfolio Management
- Industry Awareness
- Software aptitude
- Teamwork and Collaboration
- Problem-Solving
- Excellent Communication
- Computer Skills
- Team Leadership
- Know Your Customer
Technical Expertise
Proficient MS Office and Google Suites; HTML, JAVA, FLASH. and AUTOCAD.
Timeline
Broker Consultant
Self Employed
04.2003 - Current
Non Profit Executive
Sttom.org
08.1999 - 10.2007
PhD - Educational Leadership And Management
Southern Theological Seminary
Master Of Education - Administration And Leadership
Liberty University
BA - History Education
Liberty University
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