David L. Johnson
Houston,TX
Summary
Results-driven, dedicated, customer focused professional with extensive business development experience. Collaborative communicator continually focused on building long-term customer relationships and promoting a team mentality across business lines that drive execution to meet organizational goals.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
29
29
years of professional experience
Work History
Senior Managing Partner
Jazz Investments/Self-employed
04.2020 - Current
- Invested in real estate and financial instruments to optimize personal portfolio performance.
- Purchased property, improved it, and sold it the retail market.
- Found distressed properties that could be sold to other investors or retail buyers.
- Trade Forex and Futures for short-term gains.
Travel Advisor
VacationsToGo
12.2018 - 03.2020
- Answered incoming client calls and emails requesting new travel arrangements or changes to existing itineraries
- Provided exceptional customer service by promptly addressing inquiries via phone, email, or in-person.
- Talked with clients ito determine their ideal vacation by using open-ended questions, and sincere discussions to reveal unique travel needs and expectations.
- recommended destinations, accommodations, and activities based on client interests.
- Advised clients about the necessary travel documents, insurance options, and safety precautions for each destination.
- Resolved travel problems, processed complaints and issued refunds to maintain customer satisfaction.
- Developed strong relationships with clients, leading to repeat business and referrals.
- Maintained detailed records of client interactions, bookings, and payments for easy reference.
- Supervised payments via credit and debit cards and handled sensitive information with professionalism and discreteness.
FINANCIAL ADVISOR
AMEGY INVESTMENTS
01.2009 - 01.2018
- Conversations to determine plan objectives and risk tolerance management including updating clients as the retirement planning environment changes and proactively recommends strategies in light of changing regulation, trends, and best practices and changing economic trends specific life situation and objectives used for trading, creating hypotheticals, and updating client portfolios
FINANCIAL ADVISOR
ZIONS DIRECT/AMEGY INVESTMENTS
01.2006 - 01.2009
- Constructed client investment plans and strategies that provide actionable advice and recommendations regarding a variety of investments including mutual funds, exchange traded funds (ETFs), and fixed income securities
- Trained clients to profitably trade bonds using the Zions Direct computerized trading platform
FINANCIAL ADVISOR
H & R BLOCK FINANCIAL ADVISERS
01.2004 - 01.2006
- Conducted effective sales presentations to clients demonstrating available options and resources to create retirement plans for individuals and businesses
- Created customized investment and retirement strategies utilizing the SunGard Asset Management platform to manage mutual funds, bonds, and annuities
FINANCIAL ADVISOR
UBS/PAINE WEBBER
01.2000 - 01.2002
- Increased assets through client meetings, group presentations, and networking to develop leads and cultivate prospects
- Managed and evaluated client investments on an ongoing basis maintaining high standards of customer service
- Developed team's marketing initiatives, including presentations, seminars, and newsletters resulting in one to two accounts opened per monthly presentations at Chevron's main headquarters in downtown Houston
- Trained team on new technology platform after transferring practice to UBS
FINANCIAL ADVISOR
PRUDENTIAL SECURITIES
01.1997 - 01.2000
- Created and designed retirement plans based on financial needs and goals, provided ongoing investment management and plan evaluation on a scheduled basis
Education
BA - Telecommunications, Business minor
TEXAS TECH UNIVERSITY
Lubbock, TXSkills
- Customer Focused
- Problem Resolution
- Revenue & Profit Growth
- Business Development
- Change Advocate
- Regulatory Compliance
- Sales Planning & Marketing
- Team Training & Leadership
- Consultative Sales
Licenses And Registrations
- FINRA Series 7 and 65
- Series 63
- Registered as an Investment Advisory Representative
- Group One Insurance License
Timeline
Senior Managing Partner
Jazz Investments/Self-employed
04.2020 - Current
Travel Advisor
VacationsToGo
12.2018 - 03.2020
FINANCIAL ADVISOR
AMEGY INVESTMENTS
01.2009 - 01.2018
FINANCIAL ADVISOR
ZIONS DIRECT/AMEGY INVESTMENTS
01.2006 - 01.2009
FINANCIAL ADVISOR
H & R BLOCK FINANCIAL ADVISERS
01.2004 - 01.2006
FINANCIAL ADVISOR
UBS/PAINE WEBBER
01.2000 - 01.2002
FINANCIAL ADVISOR
PRUDENTIAL SECURITIES
01.1997 - 01.2000
BA - Telecommunications, Business minor
TEXAS TECH UNIVERSITY