David I.

Matheson
Email: dmf6281a@westpost.net
Licensed in Insurance and Series 6
Bilingual: English and Spanish
Phone: 813-379-8757
Cell: 813-481-5929

PROFILE
A dynamic, results-oriented individual seeking to apply education and work exper
ience in a new growth oriented environment.
EDUCATION
University of Florida 1990-1994
Bachelors in Business Administration- Finance
EXPERIENCE
06/2008-12/2010 Primerica Financial Services
Tampa, Fl.
Financial Representative
*Managed accounts given to me with overall focus on promoting our line of produc
ts to state employees and guide them to having the right benefits in place.
*Build and maintain client bases, keeping current client plans up-to-date and re
cruiting new clients on an ongoing basis.
*Analyzed information obtained from clients to determine the best strategy for c
lient's financial objectives.
*Interviewed clients to determine their current income, expenses, insurance cove
rage, tax status, financial objectives, risk tolerance, and other information ne
eded and then determined and suggested a strategic plan.
*Researched, analyzed, and recommend, strategies to clients to achieve their fin
ancial goals and objectives, including specific recommendations in such areas as
cash management, insurance coverage, and investing planning.
*Explained and documented for clients the types of service that are to be provid
ed, and the responsibilities to be taken by the personal financial advisor.
06/2006- 06/2008 Xpedx Miami, FL.
Sales Consultant
*Provided customer service to all existing accounts, and created new accounts.
*Provided companies with new innovative packaging solutions that increase the ef
ficiency and productivity of a production line, therefore, making the company mo
re profitable.
*Developed, and maintained good personal relations with all accounts, reassuring
that they become repeat customers.
*Forecasted and reported projections, per account, for quarterly sales.
*Analyzed inventory stocked merchandise, in each account, to maximize sales.
*Attended and participate in quarterly sales driven seminars.
*Referred loans to loan committees for approval for any new equipment purchase.
*Submitted applications to credit analysts for verification and recommendation.
*Analyzed applicants financial status, credit, and property evaluations to deter
mine
the feasibility of granting a loan.
Achievements
*Sold $500,000 worth of stretch wrapping, case sealing, and shrink bundling equi
pment.
*Sold $400,000 worth of consumable packaging materials with the primary focus on
ensuring the safety of the package throughout the distribution cycle.
*Provided top accounts with packaging solutions that help eliminate damage goods
in the packaging cycle, totaling a savings of approximately $10,000 to $100,000
yearly depending on the particular account.

1995-2005 Euro Agro Industrial S.A Matagalpa, Nicaragua

Sales/Marketing Manager
*Marketed and sold our seven different coffee grades in conventions throughout C
entral America establishing contacts and making them into clients.
*Developed new contacts that expanded our markets to countries such as Australia
, Japan, Spain, France, Germany, England, Canada, and the U.S.
*Expanded the coffee mills production capabilities from 40,000 quintals to 200,0
00 quintals capturing 35% of the countries production and changing company's exp
orting capabilities by 80% increasing profits revenues from $200,000 to $1,000,0
00 dollars.
*Oversaw coffee being processed to specifically come up with the same seven dif
ferent coffee grades that I marketed in coffee conventions and came up with thei
r individual brand names and logos.
*Responsible for the inspection of the coffee leaving the mill(approximately 1,0
00 quintals per day or four box containers) checking for quality and rejecting a
ny coffee that was not of exportable quality such as fermented coffees or coffee
s that where too small in size.
*Conferenced with agents and discussed methods of detecting inferior coffees.
*Analyzed market information and advice from various brokers on floor to determi
ne a reasonable purchasing price for the day.
*Gave price to coffee agents located in different parts of the country via telep
hone or radio with the intention to buy at lowest possible price to ensure profi
ts on all future sales on a daily basis.
*Negotiated, renegotiated, and administered contracts with suppliers and other b
rokers that sold coffee.
*Monitored shipments to ensure that goods came in on time and resolve any proble
ms related to any late deliveries made.