Agyei Davis
Shreveport,LA
Summary
Self-motivated and adaptable individual comfortable working in fast-paced office settings. Adept at working effectively and mastering new skills.
Overview
16
16
years of professional experience
Work History
Financial Planning Assistant
Cardianux Wealth Advisors - Ameriprise Financial Services
Shreveport, LA
03.2025 - Current
- Assists advisors and clients in determination of sufficient coverage and processing of life and disability insurance applications
- Acts as the primary point of contact for client queries regarding product research
- Ensures all recommendations adhere to regulatory standards and internal compliance policies
Relationship Banker II (Personal and Small Business Banker)
Regions Bank
Shreveport, LA
02.2024 - 03.2025
- Met customer and small business needs and financial goals by providing appropriate solutions and offering guidance on banking products
- Provided support to customers using various loan products
- Managed new and existing customers by assisting them in opening checking, savings, and money market accounts
Business Consultant
Freelance
Shreveport, LA
02.2019 - 02.2024
- Consulted with businesses on their needs to streamline business processes
- Proposed new financial strategies to increase cash flow and reduce spend
- Created financial projections and data visuals to make decisions on current and future business projects
Sales
Dick’s Sporting Goods
Shreveport, LA
01.2010 - 07.2019
- Worked with Loss Prevention Manager to identify and devise methods to reduce theft and fraud
- Reported suspected fraud and theft to upper management through appropriate channels
Education
Master of Business Administration -
LOUISIANA STATE UNIVERSITY IN SHREVEPORT
Shreveport, LA05.2022
Bachelor of Science - Psychology
LOUISIANA STATE UNIVERSITY IN SHREVEPORT
Shreveport, LA05.2014
Skills
- Risk assessment
- Regulatory compliance
- Knowledge of various life, disability, and property and casualty insurance products
- Team collaboration
- Ability to quickly identify risks
- Problem-solving
- Microsoft Office Suite proficient
- Client relationship management
Timeline
Financial Planning Assistant
Cardianux Wealth Advisors - Ameriprise Financial Services
03.2025 - Current
Relationship Banker II (Personal and Small Business Banker)
Regions Bank
02.2024 - 03.2025
Business Consultant
Freelance
02.2019 - 02.2024
Sales
Dick’s Sporting Goods
01.2010 - 07.2019
Master of Business Administration -
LOUISIANA STATE UNIVERSITY IN SHREVEPORT
Bachelor of Science - Psychology
LOUISIANA STATE UNIVERSITY IN SHREVEPORT