Cfp David Jamison Email & Phone Number | My consistent history of meeting or exceeding sales targets and achieving high levels of retention stems from my focus on being a loyal team member that puts the client’s needs first. I am just as committed to helping clients and peers achieve their objectives as I am to meeting my own goals. Due to my efforts, I have been recognized as a top performer, granted numerous awards and accolades, and given additional responsibility to support strategic business initiatives. The key to my success has been my ability to leverage a consultative sales approach and effective branding message to understand needs, recommend solutions, build trusted relationships, and deliver an exemplary client experience. My greatest reward is seeing customers benefitting from my expertise. In each of my roles, I have evolved as the subject matter expert on complex financial products and the go-to-guy when a challenge comes up on a Friday afternoon. I have an exceptional ability to comprehend multifaceted problems, cultivate relationships with key stakeholders, and achieve multiple goals. I am a self-directed leader with a proven track record of building, coaching, mentoring, and motivating teams in quickly learning, presenting, and executing offerings. I pride myself in creating effective business development strategies for myself and my team and then celebrating the successful executions. I have been recognized by leadership, peers, and clients for my customer focus, positive-attitude, unquestionable work ethic, and determination, and willingness to support clients, businesses, and teams in achieving results.

Cfp David Jamison

My consistent history of meeting or exceeding sales targets and achieving high levels of retention s...
Greater Orlando, Greater Orlando, United States

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Cfp David Jamison’s Email jamisond@att.net

Cfp David Jamison’s Phone Numbers

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Cfp David Jamison’s Location Greater Orlando, Greater Orlando, United States

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Work Experience

National Life

Principal

2018-03-01 00:00:00 - 2019-02-01 00:00:00

Independent Financial Planning Services

Personal Financial Advisor

2015-01-01 00:00:00 - 2018-03-01 00:00:00

Tiaa

Wealth Management Advisor

2013-07-01 00:00:00 - 2014-09-01 00:00:00

Usaa

Wealth Manager/Relationship Manager

2011-05-01 00:00:00 - 2013-06-01 00:00:00

Prime Financial Services

Account Executive

2008-01-01 00:00:00 - 2011-05-01 00:00:00

Vanguard

Financial Planner

2004-05-01 00:00:00 - 2008-01-01 00:00:00

United States Air Force

Non-Commissioned Officer

1987-06-01 00:00:00 - 2000-06-01 00:00:00

Jamison Financial Services

Financial Planner

1995-03-01 00:00:00 - 2000-05-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Cfp David Jamison

Cfp David Jamison is located at
Greater Orlando, Greater Orlando, United States

Cfp David Jamison is a My consistent history of meeting or exceeding sales targets and achieving high levels of retention stems from my focus on being a loyal team member that puts the client’s needs first. I am just as committed to helping clients and peers achieve their objectives as I am to meeting my own goals. Due to my efforts, I have been recognized as a top performer, granted numerous awards and accolades, and given additional responsibility to support strategic business initiatives. The key to my success has been my ability to leverage a consultative sales approach and effective branding message to understand needs, recommend solutions, build trusted relationships, and deliver an exemplary client experience. My greatest reward is seeing customers benefitting from my expertise. In each of my roles, I have evolved as the subject matter expert on complex financial products and the go-to-guy when a challenge comes up on a Friday afternoon. I have an exceptional ability to comprehend multifaceted problems, cultivate relationships with key stakeholders, and achieve multiple goals. I am a self-directed leader with a proven track record of building, coaching, mentoring, and motivating teams in quickly learning, presenting, and executing offerings. I pride myself in creating effective business development strategies for myself and my team and then celebrating the successful executions. I have been recognized by leadership, peers, and clients for my customer focus, positive-attitude, unquestionable work ethic, and determination, and willingness to support clients, businesses, and teams in achieving results.

Cfp David Jamison currently works in the

No Languages Available

Cfp David Jamison has prior
experience in the following industries:
National Life | Independent Financial Planning Services | Tiaa | Usaa | Prime Financial Services | Vanguard | United States Air Force | Jamison Financial Services

Cfp David Jamison has the following professional experience:
National Life | Independent Financial Planning Services | Tiaa | Usaa | Prime Financial Services | Vanguard | United States Air Force | Jamison Financial Services