David Precourt

Experience

• 

  Baked by Yael

  Jan 2016 - Jun 2016

  Cashier and Baker

  As a cashier, I oversaw front of house duties, handled monetary contributions, and built customer service skills. As a baker, I learned how to make bagels and cake pops, and maintained a clean kitchen environment.

• 

  Silver New American Brasserie

  Jun 2018 - Jan 2019

  Food Runner

  As a food runner, I performed duties under pressure, served hundreds of customers on weekends, gained teamwork experience by effectively interacting with servers and expediters, and created an inviting atmosphere.

• 

  National Association of Real Estate Investment Trusts

  Jun 2019 - Jan 2020

  Intern

  As an intern at NAREIT, I answered phone calls, processed checks for accounts receivable, managed deliveries to the office, and collaborated with the investor outreach department.

• 

  High Sierra Pools, Inc.

  Jul 2020 - Jul 2022

  Lifeguard

  As a lifeguard I gained CPR and Pool/Spa Operator Certification, and maintained a safe and fun environment for patrons.

• 

  Carlino's Market

  Nov 2021 - May 2022

  Cashier

  As a cashier, I efficiently ring up groceries and bag them while ensuring the customer is satisfied with their experience. I also stock shelves, take inventory, and unload trucks filled with shipments of items.

• 

  Vanguard

  Jul 2022 - now

  Performed needs assessments for clients and prospects to uncover financial goals which can be met through a relationship with an investment advisor or a self-directed approach. Provided education about Vanguard products and services to clients and prospects. Facilitated the onboarding process of signing clients up for advisory services and setting up appointments with Vanguard’s CFPs. Worked in a clerical role with the Foundational Services department helping clients restore account access, find tax forms, and establish beneficiaries and check writing. Currently working in the Change of Ownership department assisting clients with estate settlement, gifting funds, creating accounts, and transferring assets due to death or divorce.

  • Senior Sales Consultant

    Jun 2024 - now

  • Client Relationship Associate

    Jul 2022 - now