David Robertson
Los Angeles, CA
e: david@davidrobertson.co
p: 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, 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
- Partnered 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