Dave Walker
Client Concierge at Covenant Wealth Strategies- Claim this Profile
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Bio
Credentials
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Series 63 - Uniform State Law Examination
NASAAMay, 2023- Sep, 2024 -
Series 65 - Uniform Investment Adviser Law Exam
NASAAApr, 2023- Sep, 2024 -
Securities Industry Essentials (SIE)
FINRAFeb, 2023- Sep, 2024
Experience
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Covenant Wealth Strategies
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United States
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Financial Services
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1 - 100 Employee
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Client Concierge
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Jun 2023 - Present
As a Client Concierge of Covenant Wealth Strategies, I strive to provide proactive concierge service by crafting and developing financial plans to support our clients and mission. Would your financial advisor be one of your first five phone calls when there is a change in your life – both good and bad? Have you thought about how you will respond to planned or unplanned changes? Our goal at Covenant Wealth Strategies is be on your First Five™ list because we care and because there is always a financial implication. We take a focused and tailored approach to our comprehensive financial planning process that involves understanding your unique financial objectives and designing a strategy that strives to build and preserve your wealth over the course of your lifetime and events. We work diligently for our clients to earn the opportunity to be a First Five™ phone call. We understand that this position is sustained through exceptional service. We consider it a privilege and honor to be a First Five™. Partnering with you allows us to live our purpose-driven mission and to act as a catalyst for your future. Email me at dave@covenantwealthstrategies.com or call 302.234.5655 to learn more. Show less
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Helping Hands Landscaping LLC
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United States
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Owner
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Apr 2020 - Jan 2023
Built a full service landscaping and lawn care business that generated over $300k in revenue and served roughly 200 clients. I oversaw every aspect of the business - from its strategic plan, to its personnel development, client care, and financials. I sold the book of business at the end of the 2022 season to a new business owner who worked for Helping Hands Landscaping previously, ensuring our clients the same level of care moving forward. Why did HHL grow as quickly as it did? The answer is simple - “We don’t have clients, we have neighbors”; and all of our clients experienced it. What set HHL apart from other companies in our portion of the marketplace was our ability to embody true neighborly care via dealing in the currency of trust as we worked to deliver “peace” as the product. We told all of our clients that we weren’t at their house to do something they couldn’t. Rather, we were there so that they could put their energy into the other things that matter - primarily the relationships around them. Our client retention rate was nearly 90% - and in a volatile marketplace like the Green Industry, that’s pretty impressive. We constantly told our team that our clients are our neighbors, and ever neighbor deserves to cared for. Show less
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Willowdale Chapel
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United States
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Religious Institutions
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1 - 100 Employee
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Service Planner and Team Development
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Aug 2009 - Jul 2022
I worked directly with and reported to the Senior Leadership team and the Board of Directors to establish weekly gatherings (hosting 1000+ people on average) that achieved the organizations mission, exemplified the values, and catalyzed new goals and objectives. In my tenure I grew the team of volunteers from 25 to 125 and built a staff team to see out the mission and to continue to increase our standard of excellence. I worked closely with our volunteers to build a healthy culture of development. My team provided opportunities for volunteers to gain knowledge, experience and coaching. We also designed, installed, and maintained over $1m worth of production systems while developing a team of volunteers to use these systems on a weekly basis. In my final years I took on the role of rebuilding our High School outreach team. I was brought in to earn the trust of the end user, to build a team aligned with the vision, and to create constructs that enabled us to successfully fulfill that mission. In this role I was accountable to the Senior Leadership team as well as the Board of Directors. In my time we sharpened our end goal and improved the strategy. Show less
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Education
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2006 - 2009
Eastern University
Bachelor's degree, Theology/Theological Studies
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