David Capek Email & Phone Number
Personal Risk Specialist @ USI Insurance Services
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David Capek Location
- Irvine, CA, US
David Capek Work
- 2026 -now Personal Risk Specialist @
- 2024 -2026 Surety @
- 2022 -2024 VP of Mortgage Lending @
- 2019 -2022 Vice President, Sr. Private Bank Wealth Management Lending Officer @
- 2015 -2018 Vice President, Sr. Wealth Management Lending Officer at Bank of America NMLS 960083 @
- 2014 -2015 Producing Sales Manager and Senior Mortgage Consultant @
- 2013 -2014 Retail Loan Officer @ EverBank
- 2012 -2013 Loan Officer @ Bank of America
- 2011 -2012 Sales Manager @
- 2009 -2011 Major Account Manager @
- 2002 -2008 Mortgage Banking Director @
- 2000 -2002 Valuation and Advisory Service Analyst @
David Capek Education
- University of Arizona 1999-2001
David Capek Skills
- Sales Management
- Cold Calling
- Sales
- Account Management
- New Business Development
- Strategic Planning
- Business Development
- Contract Negotiation
- Real Estate
- Team Building
- Customer Service
- Sales Process
- Marketing
- Budgets
- Process Improvement
- Customer Retention
- Leadership
- Direct Sales
- Executive Management
- Customer Satisfaction
- Retail
- Selling
- Training
- Finance
- Sales Presentations
- Time Management
- CRM
- Sales Operations
- Forecasting
- Operations Management
- B2B
- Banking
- Mortgage
David Capek Summary
- David Capek, based in Irvine, CA, US, is currently a Personal Risk Specialist at USI Insurance Services. David Capek brings experience from previous roles at Acrisure, OriginPoint and Bank of America. David Capek holds a 1999 - 2001 University of Arizona. With a robust skill set that includes Sales Management, Cold Calling, Sales, Account Management, New Business Development and more. David Capek has 3 emails and 6 mobile phone numbers on RocketReach.
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