David Robertson
Los Angeles, CA
david@davidrobertson.co
805-558-1568

Highlights:
19 years sales experience across different industries and disciplines
Open minded and self-accountable
Completed first Marathon October 2018
Top performer and award winner at multiple companies
Not afraid to cold call to raise funds or generate prospects
Able to manage a territory or work inside sales

Skills:
Expert level at: Salesforce, Encompass, Optimal Blue, Velocify
Intermediate skill level: Microsoft Office, investment knowledge, sales (always learning), prospecting
Beginner skill level: HTML, CSS, Javascript, Google Analytics, Wordpress

Education/Licenses held:
Cal Poly San Luis Obispo, B.S. Business graduated year 2000, finance concentration, Economics Minor
Series 7/66 Registered Investment Advisor (expired)
NMLS Mortgage License #251943 licensed in: AZ,CA,OR,TX,VA

Experience:
CIVIC Financial Services 2019-Current
Account Executive
Prospected for broker business
Worked with fix and flip investors
Email marketed existing Realtor list

PennyMac Loan Services, LLC 2017-2019
Senior Account Executive Inside Sales
Helped homeowners save money or consolidate debt through refinancing
Consistent top funder in my group
Emphasized quality of file and very high pull-through

LenderFI 2016-2017
Loan Originator Inside Sales
Originated refinances through LendingTree Leads
Helped train new hires with Encompass training and sales training
Consistent top funder

Bank of America 2015-2016
Loan Originator, Outside Sales
Self-sourced purchase deals through realtors
Helped branch with refinances and HELOCs

Wells Fargo 2014-2015
Private Mortgage Banker, Outside Sales
Partnered with Realtors to generate purchase deals
Helped borrowers go to conventional loans from FHA

PennyMac Loan Services, LLC 2012-2014
Senior Account Executive, Inside Sales
Helped homeowners save money or consolidate debt through refinancing
Consistent top funder in my group
Emphasized quality of file and very high pull through

Techees 2010-2012
Senior Technical Recruiter
Used LinkedIn, cold calling and networking to attract top software engineers
Worked with LinkedIn Recruiter, ATS JobVite, and Boolean search techniques
Worked with Thumbtack, Palantir, Box, and many pre IPO startups
Learned computer programming languages to better assess candidates

Transamerica 2008-2009
Internal Wholesaler
Partnered with External wholesaler Florida territory
Provided sales solutions to brokers, financial planners, and CFP’s

Lehman Brothers 2005-2008
Account Executive
Started at ground floor of wholesale division
Went from 0 to funding 1 billion/month within two years!
Employee #3 of inside sales division grew to 30 employees helped train new hires

Jackson National 2004-2005
Wholesaler
Managed Colorado and Kansas territory
Fixed and Fixed Indexed Annuities

Extras:
Love spending time with my daughters and son
Enjoy blogging at davidrobertson.co
Bicycle enthusiast
Recreational runner