David Coleman

District Leader @ District Leader

Phone Number encrypt_section

Education

San José State University

Master of Science - MS, Experimental Psychology 1979-01-01 - 1982-01-01

Connecticut College

Bachelor of Science (B.S.), Zoology and Psychology (pre-med) 1972-01-01 - 1976-01-01

Work Experience

Iconic Financial Services

Current

Iconic Financial Services

Symmetry Financial Group

Current

Symmetry Financial Group

Collaborative Strategies Inc.

Current

Collaborative Strategies Inc.

Collabworks, Inc.

2017-10-01 - 2024-12-01

Collabworks, Inc.

Self-employed

1989-09-01 - 2024-12-01

Self-employed

Confabb.com

2006-12-01 - 2007-04-01

Confabb.com

Sophia's Garden Foundation

2007-01-01 - 2007-01-01

Sophia's Garden Foundation

Oracle

1987-04-01 - 1988-06-01

Oracle

Skills

Written Communication Online Data Entry Typing Data Entry Computer Literacy Communication Problem Solving Organizational Leadership Contact Centers Qualitative Research Office 365 Customer Support Cameras Business Management Sales Presentations Online Marketing Collaborative Problem Solving Account Management Interpersonal Skills Broadband Access

Summary

After 35 years running a consulting company, at 70 I got my insurance license, and now am testing for my Securities licenses. I passed my SIE and am studying for my Series 6. I should be licensed by the end of the summer and able to provide financial advise along with life insurance services. I am also building a team in the Modesto (CA) area, so if you are interested please contact me.

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