Blake Davies
Kansas City,MO
Summary
Highly motivated individual looking to use my client relationship experience and finance background to pursue new opportunities.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Investor Center Front Desk
American Century Investments
Kansas City, MO
09.2021 - Current
- Assist walk-in clients who currently have or want to open American Century Investment accounts
- Look for opportunities with each interaction to present solutions like consultant meetings, consolidation, or reallocation
- Responsible for food/drink inventory, storage of confidential documents, and check reconciliation/delivery.
- Book/schedule meetings for financial consultants and their clients
Client Relationship Associate
American Century Investments
Kansas City, MO
12.2019 - Current
- Collaborate and lend support to a team of financial consultants
- Assume client relationship responsibilities for each financial consultant’s book of business
- Build and maintain existing client relationships with the goal of supporting their growth and profitability.
Private Client Group Pilot - Client Specialist
American Century Investments
Kansas City, MO
07.2019 - 12.2019
- Role I created by volunteering to serve clients in our wealth management platform for post account opening requests using Salesforce and DocuSign.
- Maintained advisory vendor business relationship working with Envestnet and Pershing Advisor Solutions
- Help Private Client Group clients move over additional money from outside firms and expedite the sales process
- Problem solve for special situations with Private Client Group support and Pershing
- Provide feedback to managers and business partners to implement processes and systems to operate more efficiently and increase productivity.
Client Specialist - Priority Phone Team
American Century Investments
Kansas City, MO
08.2018 - 07.2019
- Serve client accounts >|$100k in our Retail, Brokerage and Private Client Group business departments
- Leverage sales dialogue model to tactfully inquire about client’s personal financial situations and provide solutions such as financial planning, consolidation, and fund recommendations
- Foster relationships with Financial Consultants and their clients to provide an effortless client experience.
Investment Specialist - Brokerage Phone Team
American Century Investments
Kansas City, MO
03.2018 - 08.2018
- Obtained Series 7 license to trade stocks, bonds and other securities for American Century Brokerage clients.
Investment Representative - General Phone Team
American Century Investments
Kansas City, MO
05.2017 - 03.2018
- Analyzed investment portfolios to help our investors be successful in meeting their financial goals.
Education
Bachelor of Arts - Accounting And Business Administration
Ottawa University
Ottawa, KS12-2016
Certification
- Series 6
- Series 63
- Series 7
- Series 65
- CFP in process of completion. Currently on module 2 of 7
References
- Steve Pugh, Financial Advisor, Edward Jones, 913-526-2615
- Josh Homolka, Head Coach Football, Ellsworth High School, 785-252-7249
- Kent Kessinger, Associate Professor of Physical Education, Ottawa University, 785-418-9184, Kent.kessinger@ottawa.edu
Accomplishments
- $556,000 new opportunity money successfully moved to American Century - Client Relationship Associate- December 2023-April 2024
- Rep Driven Opportunity Contest Winner - Investment Representative- 2017
- Team Player Award - Investment Representative- 2017
- Thomas Trigg Award (Most Motivational Player) - Ottawa University Football - 2015 and 2016
- Senior Respect Award - Ottawa University Football - 2016
Timeline
Investor Center Front Desk
American Century Investments
09.2021 - Current
Client Relationship Associate
American Century Investments
12.2019 - Current
Private Client Group Pilot - Client Specialist
American Century Investments
07.2019 - 12.2019
Client Specialist - Priority Phone Team
American Century Investments
08.2018 - 07.2019
Investment Specialist - Brokerage Phone Team
American Century Investments
03.2018 - 08.2018
Investment Representative - General Phone Team
American Century Investments
05.2017 - 03.2018
Bachelor of Arts - Accounting And Business Administration
Ottawa University
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