David Westfall Location
- Cypress, TX, US
David Westfall Work
- 2022 - now Dealer Consultant @
- 2020 - now Director Consultant @
- 2015 - now President @
- 2014 - 2015 CTS Account Management Supervisor - AVP @
- 2012 - 2014 Corporate Trust Administrator @
- 2010 - 2011 Client Services Supervisor @ Invesco Aim
- 1996 - 2010 Supervisor @
David Westfall Education
- Stephen F. Austin State University
B.S. of Geography and Political Science (Geography)
1993 - 1996 - Stephen F. Austin State University
Bachelor's degree (Geography)
1993 - 1996
David Westfall Skills
- Mutual Funds
- Investments
- Call Centers
- Financial Services
- Risk Management
- Securities
- Asset Management
- Process Improvement
- Business Analysis
- Call Center
- Project Planning
- Financial Analysis
- Customer Relations
- Project Management
- Entrepreneurship
- Sales
- Business Development
- Business Process Improvement
- Cost Reduction
- Customer Relationship Management (CRM)
- Cost Management
- Direct Sales
- Sales Process
- Microsoft Outlook
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Customer Service
- Leadership
- Management
- Team Building
- Teamwork
- Coaching
- Supervisory Skills
- Problem Solving
- Time Management
- Client Services
- Team Leadership
- Team Management
- Relationship Building
- Cold Calling
- English
- Corporate Actions
- GPS Tracking
- Geographic Information Science
- Networking
- Customer Focus
- Vendor Relations
- Self-starter
- Organization Skills
- Microsoft Office
- Customer Satisfaction
- Geography
- Cash Flow
- Houston
- Training and Development
- Closed End Funds
- Searches
- Forecasting
- Explore
- Negotiation
- Self Starter
- Mentoring
- Series 6
- Excel
- Staff Management
- Guidelines
- Outlook
- Operations Management
- Hearing
- Home
- Proposal Writing
- Training
- Corporate Trust
- Direct Mail
- Self Directed
- Series 26
- Distribution Center Operations
- Financial Statements
- Research
- Vendor Relationship Management
- Finra Series 6
- Word
- Eager
- Dealing
- Recruiting
- Analysis
- Cypress
- Promoting
- GPS devices
- Customer Relationship Management
David Westfall Summary
- David Westfall, based in Cypress, TX, US, is currently a Dealer Consultant at Proguard Automotive, Inc.. David Westfall brings experience from previous roles at BNI Global, Global Locator Systems of Texas, llc, Wells Fargo and BNY Mellon. David Westfall holds a 1993 - 1996 B.S. of Geography and Political Science in Geography @ Stephen F. Austin State University. With a robust skill set that includes Mutual Funds, Investments, Call Centers, Financial Services, Risk Management and more. David Westfall has 4 emails and 1 mobile phone numbers on RocketReach.
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