Objective:

To contribute towards the achievement of unsurpassed growth and recognition for a dynamic company in the services industry through my multi-disciplined skills, extensive experience and entrepreneurial spirit.

Experience:

1998 Sep. – Present:

                        Senior Vice President of New Business Development

- iDaS – information Development & Solutions  (contract position)

p       Development of all national marketing, advertising, and sales initiatives

p       Supervised product design and development consistent with market research

p       Research, development, and Implementation of E-Commerce strategies

p       Web page design and implementation - basic

p       Establishment of strategic alliances with industry related firms and professionals

p       Managed services of 2 account representatives

1998 Feb. – Aug.:

            Director & Senior Estate Planning Consultant   - 6 month contract

- The Estate Planning Group Inc.  - a division of Fortune Financial Estate Planning Inc.

p       Seminar presentations on Estate Planning & Tax Efficient Investing

p       Professional’s Panel member for Estate Planning Seminars

p       Developed detailed estate & investment planning marketing plan & materials

p       Conducted client interviews

p       Comprehensive analysis of needs

p       Preparation & presentation of comprehensive estate & investment plans

p       Establishment of strategic alliances with CA firms, law firms, and other financial advisors

1995 - 1998:

            Vice President of Operations

                       - Fortune Financial Estate Planning Inc., Transfinancial Canada Inc. & Pride Financial Group Ltd.

p       Developed a national infrastructure for the delivery of insurance & estate planning training & support services for 500 sales representatives across the country

p       Consulted with five major insurance companies to develop a unique & specialized support & distribution system for the sale of insurance products nationally

p       Created the position of Case Designer, a unique estate planning service

p       Established operations procedures for the marketing & processing of Segregated Fund business through the Life Insurance arm of a Securities & Mutual Fund dealership

p       Assisted in developing “wire trades” capabilities & procedures between Insurance companies, Mutual Fund companies and a Securities & Mutual Fund dealership

p       Oversaw the transfer of contracts & business from two insurance brokerage firms as they were amalgamated into a third

p       Managed the services of five Estate Planning Consultants and 4 Investment Planners

p       Efficiently managed a staff of seven including department managers

p       Conducted client interviews & presentations and taught the process as well

p       Designed & presented proposals to clients and taught the process as well

p       Sales training and management

Michael R. David, BA, MA                                                                                         Tel: (416) 680-7810

                        Director of Marketing

p       Developed & executed detailed marketing plan for an entire company division

p       Developed several Estate Planning power point seminar presentations

p       Researched consumer & market demands and trends

p       Researched & developed extensive marketing material on Estate Planning

p       Implemented comprehensive training programs

p       Taught unique marketing concepts

p       Organized services distribution systems in conjunction with targeted marketing initiatives

p       Established a centralized resource center for 500 sales representatives

p       Staffed the resource center with an Estate Planning Lawyer, Accountant, Investment & Insurance specialists

p       Managed a 1-800 line for insurance quotes, marketing assistance & case advice

p       Analyzed case studies

p       Prepared comprehensive Estate Planning solutions proposals

                        Brokerage Director & Divisional Sales Manager

p       Recruited, trained & managed twelve Insurance Planning specialists

p       Developed effective recruiting programs

p       Established comprehensive training programs from beginner’s level to advanced

p       Developed unique Insurance Planning concepts

p       Taught marketing & planning concepts specific to Estate Planning

p       Implemented effective marketing strategies

p       Established productive contacts with advertising agencies

p       Conducted client interviews, proposal design & presentations

1994 - 1995

                        Insurance Planning Specialist

                                    - Metropolitan Life Insurance Company of Canada

p       Established a comprehensive network of centers of influence

p       Effectively developed & managed a dynamic client base

p       Developed personal marketing plan

p       Established a high level of professionalism

p       Developed new approaches to unique Insurance Planning concepts

p       Implemented effective marketing & prospecting strategies

p       Participated in numerous training development programs

1992 - Present

                        Property Management & Real Estate Development

- Bellamy Property Management, Stolovi Enterprises

  River Plate Investments & Adeen Enterprises

p       Complete, comprehensive property administration

p       Tenant relations, full occupancy

p       Building maintenance & planning

p       Real Estate planning & development

p       Rent Review & legal matters

p       Lowered costs & increased revenues

Michael R. David, BA, MA                                                                                      Tel: (416) 680-7810

Computer Knowledge:

p       Windows ® O/S 3.x ®, 95 ®  & 98 ®

p       MS Office Suite ®  – Word ®, Excel ®, Power-Point ®, etc.

p       Corel Office Suite ®  – Word Perfect ®, Draw ®, etc.

p       Spreadsheets, Lotus 1-2-3 ®, etc.

p       Internet navigation, basic web page development & publishing

Volunteer Work:

p       Member of the Development & Management committees of a Non-Profit Housing Corporation

p       Treasurer for a Charitable Organization and ran numerous fund raisers

p       Ongoing involvement with Non-Profit & Charitable Organizations in fund raising etc.

p       Teacher for after school & Sunday school ethnic & cultural classes

p       Instructed a study group in Business Ethics at Hebrew University, Jerusalem

p       Program Coordinator for summer camps

Education – Certificates, Degrees & Studies:

p       Studies in E (electronic/web) Commerce

p       Studies in Marketing

p       Certified Financial Planner (CFP) - enrolled

p       Canadian Securities Course (CSC) - enrolled

p       Investment Planning & Management courses - various Mutual Fund Co’s.

p       Agency Management studies - LUAC, various Insurance Carriers

p       Life Underwriter’s Association of Canada’s Training Course

p       Build Your Business - intensive Insurance Planning course, Metropolitan Life Co.

p       Certified Property Manager (CPM) – Ryerson University

p       Real Estate Certificate – Ryerson University

p       Demographic studies - various institutional publications

p       Masters in Theological Studies (minor in Economics) - Ohr Tmimim Institute for Advanced Studies

p       Bachelors in Business Administration - Ohr Tmimim Institute for Advanced Studies, Israel

Hobbies & Interests:

p       New developments in the field of electronic commerce & computer technologies

p       Economic & Demographic changes that affect our economy

p       New and developing trends in marketing and product development

p       Pursuit of further specialized knowledge in the financial services industry

p       Web and Graphic Design

p       Creative writing and teaching

p       NLP studies, Psychology, and new scientific developments in the fields of Biology   and Physics

References from professionals, peers, past employees(ers), and clients

are available upon request.

                  Home