Christy Davis
Aubrey,TX
Summary
Experienced with strategic planning, financial analysis, and stakeholder engagement. Utilizes analytical skills to drive business growth and efficiency. Track record of providing actionable insights and facilitating organizational improvements.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Process Mapping Analyst
Fisher Investments
07.2024 - Current
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Increased efficiency by streamlining data analysis processes and implementing automation tools.
- Led cross-functional teams in strategic planning sessions, aligning efforts with company goals.
- Improved decision-making processes, providing senior management with detailed analysis and actionable insights.
Investment Counselor
Fisher Investments
08.2021 - 07.2024
- Maintained book of 185+ clients
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Assisted clients in making beneficial and strategic decisions regarding their specific retirement plan
- Kept client financial plans optimized for current market trends and economic conditions.
- Collaborated with team members to achieve target results.
- Highlighted values and educated clients on economic, political, and sentiment trends.
Advisor Development Program: Private Client Banker
JPMorgan Chase
07.2020 - 08.2021
- Managed portfolio of $465 Million+ of affluent clients
- Managed entire banking relationship utilizing advice-based approach.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Promoted all financial products by maintaining excellent service offering knowledge.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Offered friendly and efficient service to all customers, handled challenging situations with ease
Advisor Development Program: Relationship Banker
JPMorgan Chase
09.2018 - 07.2020
- Managed portfolio of $250 Million+
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Promoted all financial products by maintaining excellent service offering knowledge.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Worked with clients to address and respond to client and partnership management issues.
Enrollment Specialist
Academic Partnership
06.2017 - 09.2018
- Served as subject-matter-expert through continuous process & product knowledge improvement, while representing Baylor University, University of Cincinnati, University of Southern, and Empire State University.
- Coached new & current employees on best practices to reach daily and monthly goals.
- Assisted with identification and resolution of issues that hindered application process.
- Executed recruitment measures via phone, email, and text messages to aid enrolling students in higher education degree.
- Proactively engaged prospective students in goal oriented, metric driven environment, while encouraging pursuit of their educational goals.
- Assisted with development of communication plan for students in admissions process.
Operations Business Analyst
Careington International Corporation
04.2016 - 06.2017
- Served as subject matter expert for CareLynx for end users.
- Trained & coached employees on best practices for utilization of CareLynx.
- Prepared monthly financial and revenue analysis reports to determine profitability of new and existing business opportunities.
- Oversaw activation of new business opportunities with CareLynx, including execution of contracts between Careington and clients
Education
Master of Arts - Organizational Leadership
Regent University
Virginia Beach, VA12.2014
Master of Divinity - Practical Theology
Regent University
Virginia Beach, VA12.2014
Bachelor of Arts - Interdisciplinary Studies
William Peace University (Formerly Peace College)
Raleigh, NC05.2009
Skills
- Analytical thinking
- Business Intelligence
- Business operations analysis
- Financial services
- Process management & improvement
- Strategic planning
- Strong verbal & written communication
Certification
- SIE
- Series 7
- Series 63
- Series 65
- Series 66
Timeline
Process Mapping Analyst
Fisher Investments
07.2024 - Current
Investment Counselor
Fisher Investments
08.2021 - 07.2024
Advisor Development Program: Private Client Banker
JPMorgan Chase
07.2020 - 08.2021
Advisor Development Program: Relationship Banker
JPMorgan Chase
09.2018 - 07.2020
Enrollment Specialist
Academic Partnership
06.2017 - 09.2018
Operations Business Analyst
Careington International Corporation
04.2016 - 06.2017
Master of Arts - Organizational Leadership
Regent University
Master of Divinity - Practical Theology
Regent University
Bachelor of Arts - Interdisciplinary Studies
William Peace University (Formerly Peace College)
Similar Profiles
Thomas NilandThomas Niland
Portfolio Accounting Associate at Fisher InvestmentsPortfolio Accounting Associate at Fisher Investments
Stanley MakStanley Mak
Sr. Business Analyst at Fisher InvestmentsSr. Business Analyst at Fisher Investments
Justin ChinJustin Chin
Account Executive at Fisher InvestmentsAccount Executive at Fisher Investments