David Monk

David monk

bookmark on deepenrich
location of David MonkCharlotte, North Carolina, United States
Followers of David Monk234 followers
  • Timeline

  • About me

    Planning Coordinator and Advisor

  • Education

    • East carolina university

      2013 - 2018
      Bachelor of science - bs hospitality administration/management

      Activities and Societies: Phi Gamma Delta, The Pirate Club, and Intramural Sports.

  • Experience

    • Lexington barbecue

      Jun 2018 - Oct 2020
      Operations manager

      I oversaw daily operations, leading to a sustained 8% annual growth in sales. I was instrumental in implementing key performance metrics, developing forecasting tools, and managing costs, which significantly reduced labor and food expenses. My strategic initiatives included integrating catering into our business model, boosting monthly revenue by 5% and achieving notable sales increases in catering services. I also fostered community engagement and ensured swift, positive responses to customer feedback, contributing to enhanced local reputation and profitability. Show less

    • New york life insurance company

      Dec 2020 - Feb 2022
      Agent

      I consulted with clients to develop tailored financial solutions that focused on wealth building and protection. I successfully prospected clients and managed relationships through various platforms, including phone, email, and LinkedIn, using Salesforce to manage the pipeline. My efforts generated over $7M in Whole Life protection in less than 18 months, surpassing office averages. I also collaborated closely with underwriting and claims departments to optimize sales projections and client satisfaction. Show less

    • Pelora advisors

      Apr 2022 - Jun 2024
      Client associate/paraplanner

      I specialized in crafting personalized financial plans and strategies for high-net-worth clients. My responsibilities included financial analysis, client relationship management, and the effective use of tools like eMoney, Advisor 360, and Envestnet to align financial goals. I ensured diligent follow-through with underwriting processes and maintained proactive communication with clients to adapt to their evolving financial needs. Additionally, I organized client appreciation events, enhancing service delivery and client engagement. Show less

    • Sparta wealth partners

      Sept 2024 - now
      Planning coordinator and advisor
  • Licenses & Certifications

    • Series 63

      Finra
      Apr 2024
    • Series 6

      Finra
      Sept 2023
    • Insurance agent, property & casualty

      North carolina department of insurance
    • Insurance agent, accident, health, life, variable life & variable annuities

      North carolina department of insurance
    • Sie

      Finra