Dennis Bavin
Vista,CA
Summary
Results-driven finance professional with 15 years of experience in strategic planning, budgeting, sales management, and data analysis. Known for exceptional motivation, going above and beyond to add value, and possessing strong people and leadership skills. Proven track record in managing and developing teams of advisors, buying books of business, as well as successfully running a wealth management practice. Passionate about golf and enthusiastic about contributing to Callaway Golf's continued success as the Director of Finance.
Overview
16
16
years of professional experience
Work History
Wealth Management Advisor
WestPac Wealth Partners
03.2023 - Current
- Provide comprehensive wealth management solutions to high income and high net worth physicians and private practices.
- Assist clients in mitigating risks by recommending suitable insurance products.
- Implement tax-efficient strategies for clients' investment portfolios, based on their goals, concerns, risk tolerance, and time horizon.
- Streamlined operations and prioritized tasks, increasing revenue by 50%.
Financial Advisor
MassMutual Pacific Coast
03.2019 - 02.2023
- Advised specialty physicians on cash flow management and true own occupation disability insurance coverage.
- Educated clients on various financial matters and provided professional recommendations on investment and insurance products based on each clients' individual needs.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Added 150 new specialty physician clients to book of business.
Assistant Agency Manager
AXA Advisors
08.2017 - 02.2019
- Played a vital role in supporting the agency manager, ensuring the smooth operation of the agency. Prepared sales reports, tracked performance metrics, and provided insights to the agency manager.
- Educated financial advisors, helping them identify potential clients.
- Ran client meetings, handled diverse client needs and expectations, maintained high levels of client satisfaction, and effectively resolved any issues that arose.
- Managed approximately 20 financial advisors, helping them grow their businesses more efficiently.
Financial Consultant
AXA Advisors
08.2008 - 04.2016
- Provided comprehensive financial planning, insurance planning, and investment advisory services for a diverse group of clients.
- Designed and managed investment portfolios based on clients' risk tolerance, time horizon, and financial goals.
- Created custom retirement plans to ensure clients have sufficient income during their retirement years.
- Wrote over $100,000,000 of life insurance death benefit and brought in over $10,000,000 of premium and assets under management.
Education
Bachelor of Arts - Business Administration
Point Loma Nazarene University
San Diego, CA08.2008
Skills
- Cash Flow Management
- Financial Accounting
- Proficient at QuickBooks
- Proficient at Mondaycom
- Proficient at NetSuite
- Financial Reporting and Analysis
- Risk Management
- Communication
- People Leadership
- Data Measurement and Analysis
- Financial Planning
- Merger and Acquisition (M&A) Analysis
Timeline
Wealth Management Advisor
WestPac Wealth Partners
03.2023 - Current
Financial Advisor
MassMutual Pacific Coast
03.2019 - 02.2023
Assistant Agency Manager
AXA Advisors
08.2017 - 02.2019
Financial Consultant
AXA Advisors
08.2008 - 04.2016
Bachelor of Arts - Business Administration
Point Loma Nazarene University
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