DS Goldsmith

                     Turning Ideas into Profits

Profits Don’t Just Happen

DAVID S. GOLDSMITH

46206 Mill Creek Ave. ♦ Alpharetta, GA 30022 ♦ (770) 740-0345 ideas@dsgoldsmith.com



Seasoned Vice President professional with extensive experience in delivering and developing initiatives that generate increased value, service, profits and sales.  Proven ability to manage and implement strategies to diverse cultural settings/organizations.  Specialized in merger and turn-around planning and implementing strategies leading to greater integration, profits and sales.  Used principles of change management in developing various plans of action.


* Relationship Management       *Change Management

*Marketing & Sales Management                        *Managing Strategies

*Business Development                                       *Facilitation Management


  1. Bullet       BUSINESS EXPERIENCE


UBS Global Asset Management, Atlanta, Georgia – Vice President Sales & Marketing,

Two Years (Was Hired To Turn Their Division Around)

Analyzed our corporate culture, products, profit margins and customers to formulate a corporate wide strategy and execution process. 

Established an asset manager outsourcing program.  Resulted in cost savings and improved product quality and performance.

Created and customized product and marketing workshops around the personal needs of our customers. 

Achieved largest percentage sales increase in company’s history, 80.43%.  Achieved results by customizing marketing strategy with a razor sharp product, service and customer focus. 

Managed key line (Branch Managers). 

Managed relationships that led to more productive exchange of data that helped better understanding of customer needs.


Merger Duties Paine Webber & JC Bradford

(In the process, UBS bought Paine Webber)

Wrote weekly assessment reports on integration progress.

Evaluated the culture of JC Bradford and what steps were necessary to align our two cultures together.

Managed disbursement of information between Paine Webber and JC Bradford executives and the different departments within both companies creating a clearer understanding of each others needs and expectations. Results: better management of the culture changes.


PIMCO ADVISORS, Minneapolis, Minnesota – Vice President Sales & Marketing,

Four Years

Analyzed the individual needs (culture, customers, product gaps, service) of each one of our sales channels. Data allowed exceeding of sales goals by customized marketing plans focusing on meeting distribution channels and large producer needs. Niche marketing.

Successfully achieved sales increases every year: 1996, $24 million 1977 $32 million: 1998, $81 million: 1999, $204 million. 

Evaluated regional merger integration process between PIMCO & Allianz.

Created and executed customized marketing strategies for various corporate clients.


KEY CORP./HOLDING COMPANY, Cleveland, Ohio –Vice President Sales and Marketing,

Two Years (Merger and turnaround situation)

Performed sub-culture assessments on regional branch franchisee system.

Promoted to Vice President after six months due to exceptional performance.

Gave input and carried out overall merger integration plan within 189 branches.

Developed and presented training programs in regional (Four) banking system to individual branches resulting in increased sales, revenue and integration of new products.

Assessed stakeholder buy-in of  Key Corps asset management strategy (Integration) designed to increase cross selling of in-house products.  Resulted in increases and great depth of sales.


PILGRIM MUTUAL FUNDS, Minneapolis, Minnesota –Vice President Sales and Marketing,

Sixteen Months (Turn-around and re-establish relationship with various sales channels)

Reestablished damaged relationships between Pilgrim and Corporate Headquarters of our various selling channels. 

Developed and facilitated damage control plan from negative media publicity.

Formulated marketing project that focused on establishing selling agreements with regional banks & insurance companies sales channels.

Developed and presented speeches 4 to 5 times per-week at various corporate headquarters and sales channels.


  1. Bullet    AUTHOR (Articles) - Recent Business Publications


*American Management Association                *Leadership Excellence

*CEO Journal UK/Europe                                 *Business Executive UK 

*Canadian Management Institute                     *Canadian Management Association          

*GAMA International Insurance Journal         *IRSHA

*Center for Creative Leadership / Leadership in Action Journal 

* Canadian Professional Sales Association         * Ivey Business Journal


  1. Bullet     Article Titles:


The Magic of Turning Small Change into Big Profits

How to Turn Ideas into Profits

Leaders Can Not Afford to Ignore Small Change

How to Increase the Depth of Your Management Teams

Creating Master Decision Makers

How Leaders can Orchestrate Ideas into Profits

The Realities of Creating Agendas

Strategically Planning Your Sale

Planning the Sale

Are You Ready To Innovate?

Developing the Innovation Process

Turning Strategies into Profits

Tune Up Your Business Intelligence in Tough Times


  1. Bullet    EDUCATION


CORNELL UNIVERSITY  Change Management & Business Leadership - Master Certificate

UNIVERSITY OF WISCONSIN, River Falls, Wisconsin – Master of Science Counseling degree

ST. CLOUD STATE UNIVERSITY, St. Cloud, Minnesota – Bachelor of Arts degree