Banker and Investment Advisor @ (May 2010 - July 2011)
Risk Assitant @ (January 2009 - January 2010)
Financial and Registered Representative @ Sirak Brockett Agency, Ltd. (January 2007 - January 2009)
Account Executive @ (December 2003 - August 2007)
David Munford Education
Ursuline College
Bachelor of Arts (Business Management)
2013-2017
University of Dayton 1994-1996
Hawken Middle School
David Munford Skills
401k
Account Management
Banking
Business Development
Business Planning
Coaching
Compliance
Consultative Sales
Conventional Financing
Credit
Credit Analysis
Customer Service
Disability Insurance
Finance
Financial Planners
Financial Planning
Financial Risk
Health Insurance
IRAs
Insurance
Leadership
Lending / Finance
Life Insurance
Loans
Long Term Care Insurance
Management
Marketing
Mortgage Banking
Mortgage Lending
Mutual Funds
Needs Analysis
Presentation Development/Delivery
Process Improvement
Prospecting
Recruiting
Relationship Management
Retirement
Retirement Planning
Risk Mitigation
Sales
Solutions Development
Strategic Financial Planning
Strategic Planning
Team Building
Team Leadership
Territory Growth
Training
Training and Development
Underwriting
Wealth
Lending
David Munford Summary
David Munford, based in Cleveland, OH, US, is currently a Mortgage Loan Officer and Insruance Agent at Bespoke Financial. David Munford brings experience from previous roles at Smoky Sweet Soul, SoundWorthy "Bringing music to life", Dealer Tire and TruBridge, Inc. David Munford holds a 2013 - 2017 Bachelor of Arts in Business Management @ Ursuline College. With a robust skill set that includes 401k, Account Management, Banking, Business Development, Business Planning and more. David Munford has 2 emails and 2 mobile phone numbers on RocketReach.
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