David Bagley

Head Coach at UPEKKHA, INC.
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Contact Information
us****@****om
(386) 825-5501
Languages
  • English Native or bilingual proficiency
  • Georgian Limited working proficiency
  • Spanish Limited working proficiency

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Credentials

  • DiSC Certified
    Wiley
    May, 2023
    - Oct, 2024
  • Lean Six Sigma Black Belt (ICBB)
    Udemy
    Sep, 2020
    - Oct, 2024
  • Teacher Of English To Speakers Of Other Languages (TEFL)
    The TEFL Academy - Leading EFL Teacher Trainer Provider
    May, 2012
    - Oct, 2024

Experience

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Head Coach
      • Dec 2022 - Present
    • Executive Advisor
      • Jan 2023 - Present

      Since 2023, Stanley Marie has served as stewards to the intricate financial and personal needs of high-net-worth individuals. Our core strength lies in the confluence of family-centric wealth management with robust business strategies, driving our ambition to be an influential leader in the industry. As an Executive Advisor, I've played a pivotal role in charting the company's course from inception to becoming an industry front-runner, and continue to provide executive-level insights and… Show more Since 2023, Stanley Marie has served as stewards to the intricate financial and personal needs of high-net-worth individuals. Our core strength lies in the confluence of family-centric wealth management with robust business strategies, driving our ambition to be an influential leader in the industry. As an Executive Advisor, I've played a pivotal role in charting the company's course from inception to becoming an industry front-runner, and continue to provide executive-level insights and mentorship across the family of companies. Key Responsibilities: - Impart wisdom on business trends, challenges, and opportunities, ensuring the group remains agile, informed, and ahead of the curve. - Ensure operational excellence by streamlining operations across the board, and remaining focused on enhancing efficiency, optimizing resources, and maximizing value delivery to stakeholders. - Act as the bridge between various internal and external stakeholders, ensuring seamless collaborations and mutual growth. Achievements: - Instrumental in the foundational development of Stanley Marie, setting the strategic direction that saw it burgeon from a concept to an enterprise boasting over $30M in annual revenue. - Championed a culture of innovation, leading to the birth and growth of several successful ventures under the Stanley Marie banner. - Spearheaded several industry-wide coalitions, amplifying the voice and influence of Stanley Marie in the broader business ecosystem. This role at Stanley Marie underscores a journey of dedication, vision, and unparalleled expertise. As an Executive Advisor, the overarching goal was always clear – to nurture the seeds of innovation, cultivate enduring partnerships, and steer the ship with unwavering commitment to excellence. Show less Since 2023, Stanley Marie has served as stewards to the intricate financial and personal needs of high-net-worth individuals. Our core strength lies in the confluence of family-centric wealth management with robust business strategies, driving our ambition to be an influential leader in the industry. As an Executive Advisor, I've played a pivotal role in charting the company's course from inception to becoming an industry front-runner, and continue to provide executive-level insights and… Show more Since 2023, Stanley Marie has served as stewards to the intricate financial and personal needs of high-net-worth individuals. Our core strength lies in the confluence of family-centric wealth management with robust business strategies, driving our ambition to be an influential leader in the industry. As an Executive Advisor, I've played a pivotal role in charting the company's course from inception to becoming an industry front-runner, and continue to provide executive-level insights and mentorship across the family of companies. Key Responsibilities: - Impart wisdom on business trends, challenges, and opportunities, ensuring the group remains agile, informed, and ahead of the curve. - Ensure operational excellence by streamlining operations across the board, and remaining focused on enhancing efficiency, optimizing resources, and maximizing value delivery to stakeholders. - Act as the bridge between various internal and external stakeholders, ensuring seamless collaborations and mutual growth. Achievements: - Instrumental in the foundational development of Stanley Marie, setting the strategic direction that saw it burgeon from a concept to an enterprise boasting over $30M in annual revenue. - Championed a culture of innovation, leading to the birth and growth of several successful ventures under the Stanley Marie banner. - Spearheaded several industry-wide coalitions, amplifying the voice and influence of Stanley Marie in the broader business ecosystem. This role at Stanley Marie underscores a journey of dedication, vision, and unparalleled expertise. As an Executive Advisor, the overarching goal was always clear – to nurture the seeds of innovation, cultivate enduring partnerships, and steer the ship with unwavering commitment to excellence. Show less

    • United States
    • Legal Services
    • 1 - 100 Employee
    • Senior Business Advisor
      • Sep 2022 - Apr 2023

      Since 2009, the mission of U.S. LawShield has remained unchanged. We believe in Preserving Freedom for Good™ by educating our 700,000+ members and 6,000+ industry partners in self-defense law; empowering them to handle critical, life-threatening situations with confidence, protecting them from potential injustices in the legal system after acts of self-defense, and challenging the status quo regarding the affordability of legal defense. Our higher purpose is to create a united community of… Show more Since 2009, the mission of U.S. LawShield has remained unchanged. We believe in Preserving Freedom for Good™ by educating our 700,000+ members and 6,000+ industry partners in self-defense law; empowering them to handle critical, life-threatening situations with confidence, protecting them from potential injustices in the legal system after acts of self-defense, and challenging the status quo regarding the affordability of legal defense. Our higher purpose is to create a united community of responsible individuals who believe in liberty and the inalienable right to self-defense. As a Senior Business Advisor at U.S. LawShield, I've spent my tenure championing organizational growth and implementing strategic initiatives that have positioned us as a leading force within the legal defense services industry. Our company mission is deeply rooted in educating, protecting, and defending our clients, ensuring that we are always an unassailable shield in the face of legal adversity. Key Responsibilities: - As a trusted advisor to the Executive team, I provided key insights and made recommendations that informed our strategic decision-making processes, and navigated U.S. LawShield through complex business challenges - Acted as a culture carrier by fostering an environment of continuous learning, integrity, and respect, ensuring our company values are embedded in all aspects of our operations - Guided the decision making process for the purchase of LegalHeat and oversaw the merger of the company's operations with U.S. LawShield Throughout my journey at U.S. LawShield, I have remained dedicated to making a meaningful impact on our company, our team, and our clients. The experience has provided me with a profound understanding of the complexities of our industry and the immense value of a team united by a shared purpose. It is my conviction that these are the cornerstone of a thriving, resilient business, and I look forward to leveraging these insights in my future endeavors.

    • Senior Director of Corporate Strategy
      • Sep 2021 - Sep 2022

      In 2021, David was promoted to the role of Senior Director of Corporate Strategy where he became accountable for leading efforts in strategic planning, business development, and operations management, which contributed to the company's overall growth and enhanced market position. He accepted the challenge to 'Go Fix Sales,' and successfully stabilized U.S. LawShield's revenue channels and prepared its sales team for growth and scalability. This resulted in a sharp increase in year-over-year… Show more In 2021, David was promoted to the role of Senior Director of Corporate Strategy where he became accountable for leading efforts in strategic planning, business development, and operations management, which contributed to the company's overall growth and enhanced market position. He accepted the challenge to 'Go Fix Sales,' and successfully stabilized U.S. LawShield's revenue channels and prepared its sales team for growth and scalability. This resulted in a sharp increase in year-over-year generated annual revenue; from $70M to $130M+. Key Responsibilities: - Successfully captured the vision of the executive leadership team and set the quarterly priorities for Sales, Marketing, and Member Services departments to accomplish U.S. LawShield's annual initiatives - Facilitated client-centric improvements in our services, resulting in increased customer satisfaction and loyalty - Liaised with multiple business units to drive cross-functional collaboration, leading to increased efficiency and innovative solutions Impact & Achievements: - Led a successful restructuring of the corporation by implementing DiSC; TopGrading; the Rockefeller Habits; and Verne Harnish's 'Scaling Up' principles as new best practices - Streamlined business processes and optimized operational efficiencies, leading to $10M in cost savings and improved service delivery by 60% - Influenced the direction and outcomes of high-stakes negotiations, demonstrating effective leadership and strategic acumen - Mentored and developed a high-performing team of professionals, fostering a culture of excellence and continuous improvement As Senior Director of Corporate Strategy, David applied his knowledge and skills for continuous improvement to help foster systemic, progressive change to keep U.S. LawShield ahead of industry trends and the competition. He supplied leadership and was the culture carrier for a company looking to shake off its start-up mentality after more than 12 years of operations.

    • Head of Government Affairs
      • Sep 2020 - Sep 2021

      As Head of Government Affairs, David was asked to develop and lead a department that would organize government relations as carefully as other business functions of the organization, and work in a collaborative and integrated fashion with business-unit leaders to capture value. He created an internal entity that excelled at economic analysis and stakeholder engagement, not just at lobbying and industry-group participation. By having staff dedicated to handling tasks such as identifying issues… Show more As Head of Government Affairs, David was asked to develop and lead a department that would organize government relations as carefully as other business functions of the organization, and work in a collaborative and integrated fashion with business-unit leaders to capture value. He created an internal entity that excelled at economic analysis and stakeholder engagement, not just at lobbying and industry-group participation. By having staff dedicated to handling tasks such as identifying issues, developing positions, and gathering compelling benchmarks, the newly established Government Affairs Department was able to anticipate a much broader range of possible regulatory outcomes. Most notably, these efforts kept U.S. LawShield ahead of the growing national trend to repeal concealed carry permit laws. In a time where the self-defense insurance industry began to shrink for the first time in years, U.S. LawShield maintained growth and best industry standards. David aligned company objectives with department goals through strategic planning sessions with the executive team (annually) and department leaders (quarterly). His ability to orchestrate activities across the business kept the newly formed department from losing touch and becoming disconnected from important business issues. David directed the ongoing monitoring and analysis of proposed legislation, emerging issues, and trends to determine potential impact on the organization. And in addition to being responsible for advising the executive team on legislative trends and opportunities that impact the business, David was also charged with building talent and accountability to ensure the departments' longevity and success.

    • Senior Project Manager
      • Aug 2016 - Dec 2021

      Bull City Works (BCW) provided clients with consulting and coaching services to successfully address their political- and business-specific challenges in pursuit of mandated objectives. The company was started with the purpose of helping people and business reach the best version of themselves, and would go on to successfully service clients in 20+ states. BCW specialized in (1)eliminating obstacles to gain the required stakeholder support necessary to positively-effect project initiatives;… Show more Bull City Works (BCW) provided clients with consulting and coaching services to successfully address their political- and business-specific challenges in pursuit of mandated objectives. The company was started with the purpose of helping people and business reach the best version of themselves, and would go on to successfully service clients in 20+ states. BCW specialized in (1)eliminating obstacles to gain the required stakeholder support necessary to positively-effect project initiatives; (2)communicating insights and recommendations to guide decision-making, and effectuate positive change management and growth; and (3)coaching others how to leverage the power of purpose, alignment and accountability to grow dynamic businesses and campaigns focused on people; strategy; execution; and cash. As an owner, David directed brand strategy, business development, and ensured BCW was a disciplined organization. He provided direction and was the culture carrier with an emphasis on social responsibility and the customer experience. David was responsible for setting annual and quarterly priorities of the company, and managing the finance; technology; facilities; and additional operational functions of the business. As an operator, David filled the role of Sr. Project Manager and was the lead liaison between clients and BCW and its' project teams. He was responsible for training, managing, and motivating the project teams, as well as resolving team conflicts. David ensured projects remained in-scope and met budgetary, scheduling, and quality requirements. Show less Bull City Works (BCW) provided clients with consulting and coaching services to successfully address their political- and business-specific challenges in pursuit of mandated objectives. The company was started with the purpose of helping people and business reach the best version of themselves, and would go on to successfully service clients in 20+ states. BCW specialized in (1)eliminating obstacles to gain the required stakeholder support necessary to positively-effect project initiatives;… Show more Bull City Works (BCW) provided clients with consulting and coaching services to successfully address their political- and business-specific challenges in pursuit of mandated objectives. The company was started with the purpose of helping people and business reach the best version of themselves, and would go on to successfully service clients in 20+ states. BCW specialized in (1)eliminating obstacles to gain the required stakeholder support necessary to positively-effect project initiatives; (2)communicating insights and recommendations to guide decision-making, and effectuate positive change management and growth; and (3)coaching others how to leverage the power of purpose, alignment and accountability to grow dynamic businesses and campaigns focused on people; strategy; execution; and cash. As an owner, David directed brand strategy, business development, and ensured BCW was a disciplined organization. He provided direction and was the culture carrier with an emphasis on social responsibility and the customer experience. David was responsible for setting annual and quarterly priorities of the company, and managing the finance; technology; facilities; and additional operational functions of the business. As an operator, David filled the role of Sr. Project Manager and was the lead liaison between clients and BCW and its' project teams. He was responsible for training, managing, and motivating the project teams, as well as resolving team conflicts. David ensured projects remained in-scope and met budgetary, scheduling, and quality requirements. Show less

    • Political Organizations
    • Nevada State Advisor
      • Sep 2019 - Jan 2020

      As Nevada State Advisor, David advised senior campaign staff on public policies and supported state outreach initiatives. He assisted the campaign with developing and maintaining media relationships. David worked with the Political Director to create and execute strategy and tactics that resulted in the candidate receiving the 3rd most endorsements in the state of Nevada. As Nevada State Advisor, David advised senior campaign staff on public policies and supported state outreach initiatives. He assisted the campaign with developing and maintaining media relationships. David worked with the Political Director to create and execute strategy and tactics that resulted in the candidate receiving the 3rd most endorsements in the state of Nevada.

    • Nevada State Director
      • Feb 2019 - Sep 2019

      As Nevada State Director, David was one of the original staff members responsible for securing the endorsements and poll numbers necessary to thrust Marianne Williamson on the Democratic debate stages as the first non-political candidate to do so since Rev. Jesse Jackson in 1984. He built the national field program, its standard operating procedures and training materials. During the transition of national campaign managers, David stepped in for the interim to ensure continuity of operations… Show more As Nevada State Director, David was one of the original staff members responsible for securing the endorsements and poll numbers necessary to thrust Marianne Williamson on the Democratic debate stages as the first non-political candidate to do so since Rev. Jesse Jackson in 1984. He built the national field program, its standard operating procedures and training materials. During the transition of national campaign managers, David stepped in for the interim to ensure continuity of operations and provide stability to the campaign at-large. He was an advisor to the candidate and was accountable for press releases on issues of education; healthcare; and public health. Show less As Nevada State Director, David was one of the original staff members responsible for securing the endorsements and poll numbers necessary to thrust Marianne Williamson on the Democratic debate stages as the first non-political candidate to do so since Rev. Jesse Jackson in 1984. He built the national field program, its standard operating procedures and training materials. During the transition of national campaign managers, David stepped in for the interim to ensure continuity of operations… Show more As Nevada State Director, David was one of the original staff members responsible for securing the endorsements and poll numbers necessary to thrust Marianne Williamson on the Democratic debate stages as the first non-political candidate to do so since Rev. Jesse Jackson in 1984. He built the national field program, its standard operating procedures and training materials. During the transition of national campaign managers, David stepped in for the interim to ensure continuity of operations and provide stability to the campaign at-large. He was an advisor to the candidate and was accountable for press releases on issues of education; healthcare; and public health. Show less

    • Education Management
    • 200 - 300 Employee
    • Director of Education
      • Aug 2015 - Nov 2016

      At Sylvan, we were focused on building academic confidence, igniting intellectual curiosity and inspiring a love for learning — all of which make a big impact in school and in life. As Director of Education, David optimized the sales process and customer experience from pre-sale to post-sale. He worked with the franchise owner on annual and multi-year strategic planning goals. David expanded the company's core-business capabilities and strategies to improve revenue streams. He successfully led… Show more At Sylvan, we were focused on building academic confidence, igniting intellectual curiosity and inspiring a love for learning — all of which make a big impact in school and in life. As Director of Education, David optimized the sales process and customer experience from pre-sale to post-sale. He worked with the franchise owner on annual and multi-year strategic planning goals. David expanded the company's core-business capabilities and strategies to improve revenue streams. He successfully led a state-wide initiative to restructure the operations of eleven (11) Sylvan locations, two (2) of which went on to become Top 20% revenue generating Sylvan locations in the mid-Atlantic region. Show less At Sylvan, we were focused on building academic confidence, igniting intellectual curiosity and inspiring a love for learning — all of which make a big impact in school and in life. As Director of Education, David optimized the sales process and customer experience from pre-sale to post-sale. He worked with the franchise owner on annual and multi-year strategic planning goals. David expanded the company's core-business capabilities and strategies to improve revenue streams. He successfully led… Show more At Sylvan, we were focused on building academic confidence, igniting intellectual curiosity and inspiring a love for learning — all of which make a big impact in school and in life. As Director of Education, David optimized the sales process and customer experience from pre-sale to post-sale. He worked with the franchise owner on annual and multi-year strategic planning goals. David expanded the company's core-business capabilities and strategies to improve revenue streams. He successfully led a state-wide initiative to restructure the operations of eleven (11) Sylvan locations, two (2) of which went on to become Top 20% revenue generating Sylvan locations in the mid-Atlantic region. Show less

    • Director of Operations
      • Jan 2015 - Jun 2015

      Dribble Delights is a small business that provides award winning hypoallergenic baby foods and toddler formulas in addition to a range of e-products. As Director of Operations, David had a dual focus on strategy development for the long-term success of the business, as well as leading key areas of Dribbling Delights laboratory operations. He built consensus and led through influence, and executive level presence to manage complex stakeholder relationships. David also managed relationships with… Show more Dribble Delights is a small business that provides award winning hypoallergenic baby foods and toddler formulas in addition to a range of e-products. As Director of Operations, David had a dual focus on strategy development for the long-term success of the business, as well as leading key areas of Dribbling Delights laboratory operations. He built consensus and led through influence, and executive level presence to manage complex stakeholder relationships. David also managed relationships with logistics carriers, partnering with them to ensure positive customer experience and timely product delivery.

    • Food Scientist
      • Oct 2013 - Dec 2014

      As a food scientist, David conducted research and development of hypo-allergenic baby food and toddler formulas, and represented the business at trade-shows and conventions. He also assumed the role as Head Sports Nutritionist for Garnock RFC, a contract David secured on behalf of the company. David introduced sports science to the club and supported their run to a regular season championship in 2014. He also created advocacy and learning materials for the U18 student-athletes within their… Show more As a food scientist, David conducted research and development of hypo-allergenic baby food and toddler formulas, and represented the business at trade-shows and conventions. He also assumed the role as Head Sports Nutritionist for Garnock RFC, a contract David secured on behalf of the company. David introduced sports science to the club and supported their run to a regular season championship in 2014. He also created advocacy and learning materials for the U18 student-athletes within their player development system. David was member of the Dribble Delights team that received the Scottish Edge Award for 'Best New Small Business in Scotland'.

    • United States
    • Individual and Family Services
    • 1 - 100 Employee
    • Regional Field Director
      • Jan 2012 - Sep 2013

      The Campaign for Working Families, Inc. (CWF) is a 501(c)(3) non-profit organization committed to helping working families and individuals achieve economic empowerment by providing free tax preparation, resource building and asset development. David worked to increase the economic viability of low income working households so that they could plan for stable, secure futures and could participate fully in civic and community life by leading the organization's flagship campaign in Northwest… Show more The Campaign for Working Families, Inc. (CWF) is a 501(c)(3) non-profit organization committed to helping working families and individuals achieve economic empowerment by providing free tax preparation, resource building and asset development. David worked to increase the economic viability of low income working households so that they could plan for stable, secure futures and could participate fully in civic and community life by leading the organization's flagship campaign in Northwest Philadelphia. He played an active role during tax season 2011 when CWF successfully partnered with the Coalition for Healthy Families and Workplaces to engage 1,500 families through a postcard campaign in support of earned sick time legislation. David often represented CWF at conventions, city council meetings, and university expos delivering updates around ongoing initiatives, campaigns and advocacy efforts.

    • Field Organizer
      • Jan 2011 - Dec 2011

    • Georgia
    • Education Administration Programs
    • 1 - 100 Employee
    • English Second Language Specialist
      • Aug 2012 - Jan 2013

      As an ESL-specialist, David was first responsible for supporting the English department of an Ozurgeti regional public school - their development, long-term strategic planning, and classroom performance - and teaching English classes for grades 9-12. However, David's advanced fluency in Qartuli created an opportunity for him to work on a larger, national initiative with Project Harmony International. This new position expanded his role in the country, and David began working in deeper… Show more As an ESL-specialist, David was first responsible for supporting the English department of an Ozurgeti regional public school - their development, long-term strategic planning, and classroom performance - and teaching English classes for grades 9-12. However, David's advanced fluency in Qartuli created an opportunity for him to work on a larger, national initiative with Project Harmony International. This new position expanded his role in the country, and David began working in deeper collaboration with the Ministry of Education and Science of Georgia to solidify English as its official second language. His new responsibilities included: • Motivating support for the TLG program among key stakeholders in the Western-regions of the country; • Introducing education programs to regional schools; supporting their implementation; and evaluating in-class performance of both, teachers and students; • Monitoring emerging government activities that would have potentially impacted our policy-making efforts; • And working with elected officials and educators to develop comprehensive education reform to support the TLG program. David went on to be named Honorary Ambassador by then-President Mikhail Saakashvili for his "...ability to rise to any challenge throughout the project … strong work ethic and dedication to the success of Georgian teachers and students … creative approach, new ideas and methods that helped to significantly increase foreign language proficiency in Georgia … and work to advance and preserve Georgia and Georgian culture." Show less As an ESL-specialist, David was first responsible for supporting the English department of an Ozurgeti regional public school - their development, long-term strategic planning, and classroom performance - and teaching English classes for grades 9-12. However, David's advanced fluency in Qartuli created an opportunity for him to work on a larger, national initiative with Project Harmony International. This new position expanded his role in the country, and David began working in deeper… Show more As an ESL-specialist, David was first responsible for supporting the English department of an Ozurgeti regional public school - their development, long-term strategic planning, and classroom performance - and teaching English classes for grades 9-12. However, David's advanced fluency in Qartuli created an opportunity for him to work on a larger, national initiative with Project Harmony International. This new position expanded his role in the country, and David began working in deeper collaboration with the Ministry of Education and Science of Georgia to solidify English as its official second language. His new responsibilities included: • Motivating support for the TLG program among key stakeholders in the Western-regions of the country; • Introducing education programs to regional schools; supporting their implementation; and evaluating in-class performance of both, teachers and students; • Monitoring emerging government activities that would have potentially impacted our policy-making efforts; • And working with elected officials and educators to develop comprehensive education reform to support the TLG program. David went on to be named Honorary Ambassador by then-President Mikhail Saakashvili for his "...ability to rise to any challenge throughout the project … strong work ethic and dedication to the success of Georgian teachers and students … creative approach, new ideas and methods that helped to significantly increase foreign language proficiency in Georgia … and work to advance and preserve Georgia and Georgian culture." Show less

    • Environmental Chemist II
      • Sep 2010 - Mar 2011

      As an environmental chemist, David completed air quality control research using HPLC and air chromatography to provide a summary of air pollution data for national security purposes. He provided data analysis and support to the Air Quality System database ensuring ambient concentrations of criteria air pollutants at monitoring sites met local, state, and federal guidelines. As an environmental chemist, David completed air quality control research using HPLC and air chromatography to provide a summary of air pollution data for national security purposes. He provided data analysis and support to the Air Quality System database ensuring ambient concentrations of criteria air pollutants at monitoring sites met local, state, and federal guidelines.

Education

  • University of Glasgow
    Master of Medical Science, Human Nutrition
    2013 - 2015
  • Drexel University
    Bachelor of Arts - BA, Sociology
    2008 - 2013
  • Drexel University
    Bachelor of Science - BS, Biological Sciences, Organismal & Physiological
    2008 - 2013
  • Drexel University
    Certificate, Social Responsibility in Business
    2008 - 2013
  • Drexel University
    Minor, Human Nutrition
    2008 - 2013

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