David Winfrey

David Winfrey

Air Defense Artillery Officer

Followers of David Winfrey241 followers
location of David WinfreySan Antonio, Texas, United States

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  • Timeline

  • About me

    Financial Counselor at Army Support Activity

  • Education

    • Georgia Southern University

      1989 - 1991
      MBA Marketing

      MBA

    • Virginia Tech

      1971 - 1976
      Bachelor of Science (B.S.) Business Administration and Management, General

      Activities and Societies: Phi Sigma Kappa, Performing Arts, Won Best Actor award for "Transformations" as Senior.

  • Experience

    • US Army

      Aug 1977 - Jun 1989
      Air Defense Artillery Officer

      Key Assignments:Company Commander, Basic Combat Training, Fort Jackson, SC. Commanded a basic training company of two officers and 17 enlisted personnel to conduct training for approximately 1,200 basic training soldiers per year. Accomplishments: Incorporated innovative training techniques to improve training scores. The best example: qualified 98% of women soldiers with the M16 rifle at a time where average qualification of women’s companies was less than 60%. Scored 98% at the end of cycle “Super Bowl”. This was the highest score of any company in the Brigade. Developed a detailed plan to reduce injuries, this resulted in a graduation rate of 93% of women when the average graduation rate for women was 78%. 03/1987-06/1988, Battalion Executive Officer, Basic Combat Training, Fort Jackson, SC. Executive Officer for a Battalion of 14 officers and 106 Enlisted Cadre that trained approximately 5,500 new male and female soldiers per year. Key investigator for allegations of soldier infractions and misconduct. Oversaw key administrative and training functions. Accomplishments: Changed the competition from Company vs. Company to allow each company to compete against a Standard Goal. In the last training cycle of the year, every company within the battalion met the Honor Cycle Standard. Completed the Special Combat Arms Training Course, which allowed officers of other branches to complete the Infantry Advanced Officer course. Led professional development of 14 officers within the battalion. 03/1983 to 12/1984 Director of Training, Patriot Missile Division, Fort Bliss, TX. Conduced the transition for the entire Patriot missile instruction from Raytheon to the US Army. Recruited, evaluated and trained new instructor staff Show less

    • ADT

      Jun 2006 - Jul 2010

      Met with existing customers, evaluated existing security systems, and conducted a detailed needs analysis to determine what new equipment and what new services will improve the service to the customer. Recommended security upgrades to equipment and services to existing customers. Resolved any existing problems with either service or billing to increase customer retention. AS THE MOST SENIOR EMPLOYEE WITH THE BROADEST EQUIPMENT EXPERIENCE, routinely assisted new team members both with equipment knowledge and the use of the ADT computer Customer Tracking Software, including both the Administrative software and the Mastermind program with records any recent account activity. Helped new team members develop individual development plans (IDP).KEY ACHIEVEMENTS: Sold over 170% to goal in 2009. Retained over 200 Customer accounts. Adapted a new keypad presentation to incorporate police and fire recommendations for presentation by the entire sales team. Completed ADT Six Sigma Training, awarded “Blue Belt”, specifically working on customer retention. Show less

      • Existing Business Representative

        Jun 2008 - Jul 2010
      • Project Specialist, Federal Services Division

        Jun 2006 - Jun 2008
    • Soldier for Life - Transition Assistance Program for Wounded Warriors

      Feb 2011 - Jun 2015
      Transition Career Counselor

      Counsel small groups in Preseparation Briefings to begin the Transition planning process for soldiers and family members. Counsel large groups (+100) with conducting the preseparation checklist counseling for Fort Sam Houston medical students. Working with the Soldier and Family Assistance Center (SFAC) to provide transition services to the Wounded Warriors assigned to Fort Sam Houston.Primary Instructor for both the Advanced Resume Writing and Successful Interviewing classes. In order to have maximum student participation, developed a combination of written and verbal exercises to be used along with the lecture.Conduct student critiques and solicit comments for all briefings and lectures to insure quality and encourage constant improvement.Represent ACAP at the Fort Sam Houston Newcomer’s Extravaganza.Represent ACAP at the Welcome Center during in-processing.Started an ACAP outreach program with the San Antonio Chamber of Commerce. This outreach effort includes attending ribbon-cutting ceremonies for new businesses and a wide variety of Chamber Events. Most recently worked with the Chamber of Commerce and Toyota to discuss military recruitment, attended the Texas Energy Alliance Meeting to coordinate jobs in energy sector for soldiers. KEY ACHIEVEMENTS: Started Outreach Program to employers. Improved all key business goals as measured by Serco and the US Army, resulting in the Fort Sam Houston ACAP office winning Program Managers award in June 2012Class attendance up 80% from the previous year.Won Serco Excellence Award in October 2011, for improving the Resume and Interview classes, improving attendance for the senior military personnel, and consistent excellent comments on the Interactive Customer Evaluations. Show less

    • MOSES DSG#3

      Jan 2013 - Jan 2013
      Virtual World Volunteer

      My experience with virtual worlds and education started with "Stagecoach Island", a virtual world sponsored by Wells Fargo to teach banking principles to middle school. Since that time I have been highly involved and interested in the use of virtual worlds for training and education. I was very excited to be able to join the MOSES project as a volunteer as they explore using virtual worlds for military training. My article for Hypergrid Business on Moses appears at::http://www.hypergridbusiness.com/2013/07/5-lessons-in-virtual-training-from-the-latest-moses-test/ Show less

    • Army Support Activity

      Jun 2015 - now
      AFCPE® Accredited Financial Counselor®

      Financial Counselor for the Wounded Warriors of Fort Sam Houston.My goals: to increase assistance to caregivers.In Jan 2016 a financial presentation to Operation Homefront families.In December 2015, I was the key presenter for"Financial Planning for Military Caregivers" a nation-wide webinar given by Texas A&M Extension Service

  • Licenses & Certifications

    • Certified Personnel Consultant

      National Association of Personnel Consultants
      Jul 1992
    • AFCPE Accredited Financial Counselor

      AFCPE® (Association for Financial Counseling and Planning Education®)
      Feb 2016
  • Honors & Awards

    • Awarded to David Winfrey
      Speaker, AFCPE National Conferene AFCPE Nov 2022 Gave Virtual Presentation "Ebenezer Scrooge, anyone can change." How to encourage your clients to change financial habits.
    • Awarded to David Winfrey
      Guest Panelist for USAA Educational Foundation at AFCPE Conference - Nov 2017 I was invited to be a guest panelist to speak about Financial Education and Military Financial Readiness.
    • Awarded to David Winfrey
      Helping Wounded Warriors FTC Sep 2017 I was featured on the Federal Trade Commission Web Site.https://www.consumer.ftc.gov/blog/2017/09/helping-wounded-warriors#comments
    • Awarded to David Winfrey
      Guest Panelist for the FTC Military Consumer Financial Workshop Federal Trade Commission Jul 2017 I was a guest panelist for the Federal Trade Commission's Military Consumer Financial Workshop held in San Antonio at Trinity University.
    • Awarded to David Winfrey
      Speaker, AFCPE National Conference, 2016 AFCPE Nov 2016 I gave the breakout session, "Your Financial Battle Buddy" in the main ballroom during the AFCPE national Conference held in Louisville, Kentucky in November 2016