Open To Work
Christy Davis
Royse City,TX
Summary
Strategic financial service leader with 8+ years driving innovation and operational excellence, successfully managing $450M+ portfolio while spearheading cross-functional initiatives including global system implementation and market expansion strategies. Proven ability to lead without authority, aligning diverse stakeholders and coordinating complex projects that deliver measurable business impact including 90%+ client retention rates & expansion market research through solutions.
Overview
19
19
years of professional experience
1
1
Certification
Work History
US PCG Innovation Analyst
Fisher Investments
Plano, Texas
04.2025 - Current
- Contributed to cross-functional design of Spanish-language service offerings, expanding market reach to underserved demographics
- Contributed to successful launch of wealth.com DIY estate planning solution, delivering scalable digital wealth management tools
- Architected and operationalized centralized exit planning database, streamlining client transition processes
- Developed and executed strategic initiative that increased client share of wallet to over 50%, driving significant revenue growth
US PMG Business Analyst
Fisher Investments
Plano, TX
07.2024 - 04.2025
- Co-led comprehensive end-to-end testing and implementation of new portfolio management system across Europe and Oceania regions, ensuring seamless global operations
- Facilitated strategic planning sessions with cross-functional stakeholders, aligning enterprise priorities and driving coordinated execution across multiple teams
- Served as critical liaison between portfolio managers, operations, and technology teams, optimizing processes and ensuring on-time delivery of mission-critical initiatives
Investment Counselor
Fisher Investments
Plano, TX
08.2021 - 07.2024
- Managed a $450M book of 190 high-net-worth clients delivering personalized investment strategies while maintaining exceptional client satisfaction and retention.
- Achieved 85% asset retention and growth rate through proactive client relationship management, strategic financial guidance, and responsive service delivery.
Advisor Development Program: Private Client Banker
JPMorgan Chase
Dallas, TX
07.2020 - 08.2021
- Managed comprehensive banking relationship for affluent clients with $250K+ AUM across $465 million total book of business
- Orchestrated cross-functional partnerships to deliver integrated banking, lending, and investment solutions, strengthen client relationships and improve retention rates.
Advisor Development Program: Relationship Banker
JPMorgan Chase
Dallas , TX
09.2018 - 07.2020
- Inaugural cohort of 50 candidates in highly competitive advisor development program featuring structured training, executive coaching, and performance-based advancement milestones
- Managed retail banking portfolio for clients with sub-$250K AUM, providing comprehensive financial guidance across deposits, credit, and foundational investment needs
- Collaborated with Private Client Bankers, Financial Advisors, and Relationship Manager to execute seamless client transition into premium financial services
Enrollment Specialist
Academic Partnership
Dallas, TX
06.2017 - 09.2018
- Achieved 95% acceptance rate with 100% enrollment rate conversion, demonstrating exceptional client relationship and conversion capabilities
- Contributed to development of strategic communication plans for prospective students through the admissions funnel
- Served as subject-matter-expert across multiple universities partnerships (Baylor University, University of Cincinnati, University of Southern, and Empire State University) through continuous process improvement & product knowledge enhancement.
- Mentored and coached new team members on best practices to consistently exceed daily and monthly performance targets
Operations Business Analyst
Careington International Corporation
Frisco, TX
04.2016 - 06.2017
- Served as CareLynx platform subject matter expert, providing technical expertise and user support across the organization
- Developed and delivered training program for employees on CareLynx best practices, improving systems utilization and efficiency
- Generated monthly financial and revenue analysis reports to evaluate profitability of new and existing business opportunities, informing strategic decision-making
- Managed activation of new business partnerships with CareLynx platform, including contract execution and client onboarding process
Advancement Operations Specialist
Regent University
Virginia Beach, Virginia
07.2013 - 05.2015
- Serve as the systems expert and department lead for Oracle Discover Advancement.
- Managed access to and use of constituent information and reports.
Collaborated with the Executive Director of Marketing & Operations to define segmentation strategies. - Developed and maintain a high standard of service in providing reports, mailing lists, donor information and support to end-users, including university deans and administrators.
- Served as a backup for gift processing, creation of designations and appeal codes in Banner, constituent profile search, development and maintenance.
Enrollment Counselor
Regent University
Virginia Beach, Virginia
01.2012 - 07.2013
- Implement strategies to convert prospects from inquiries to applicant to enrolled students through admissions counseling and service.
- Manage 200-300 calls, emails and inquiries a month.
- Travel regionally and nationally to represent the University and the School of Divinity at various recruitment events.
- Collaborated with admissions team to achieve 128 accepted students into the School of Divinity for Fall 2013, which represents a 74% increase from Fall 2012.
- Managed the applicant files process to ensure accuracy and timely progression for all applications.
- Strategically analyzed and interpreted enrollment reports. Created action items from analysis to convert additional students.
- Served on the planning committee for the Women in Ministry (WIM) conference, hosted by the School of Divinity.
- Collaborated with the Enrollment Director on the new webpages for the School of Divinity to highlight new MA/MDiv/MTS programs to meet the University standards.
- Planned and executed Regent Preview in collaboration with Asst. Director of Admissions.
- Assisted Divinity Student Support Services with the retention activities to cultivate relationships with new students and enhance the Regent experience.
Graduate Assistant to Enrollment Services
Regent University
Virginia Beach, Virginia
01.2011 - 01.2012
- Provided administrative support for overall function of Regent University School of Divinity Enrollment and Marketing Services.
- Interpreted, analyzed, reported, and evaluated data for student enrollment and budgeting purposes.
- Assisted with planning and execution of existing and new projects and/or events i.e. launch of the Youth and Urban Renewal Center, Preview Weekend, and Commissioning Services.
Graduate Assistant to University LIbrary
Regent University
Virginia Beach, Virginia
08.2009 - 01.2011
- Trained and coached new graduate assistants
- Supported the central infrastructure of Regent University Library via Innopac library computer system and maintained organization of materials.
- Engaged in customer service via telephone and/or personal contact for general and research-related questions from customers.
- Inputted financial management information through daily purchasing transactions
Office Coordinator
Peace College
Raleigh, North Carolina
09.2008 - 05.2009
- Served as the administrative project coordinator for the Office of Development & Alumnae Affairs.
- Organized the event coordination and assisted with the Alumnae Weekend, Promise of Peace Campaign, and Peace College board member activities.
- Performed database management activities and data entry, i.e. Jenzebar
- Managed several Fundraising activities that helped raise $33M including: Fall and Spring Loyalty Fund Phone-A-Thon (2006,2007) and annual fund drive (2006,2007).
Managerial Clerk / Development Assistant Intern
Vigor Youth Ministries
Atlanta, Georgia
05.2008 - 08.2008
- Created a Database Management Process and designed a QuickBooks process for recordkeeping.
- Developed strategies to encourage new or increased contributions using Private Foundation Research.
- Collaborated with Pastor and CFO to execute “solicitation activities” including calls, emails, and mailings.
- Held responsibility for drafting and coordinating foundation giving and corporate grant/sponsorship for submissions totaling $3,000.
- Responded to RFPs and RFIs under Chief Development Officer.
Investment Management Intern
North Carolina DST - Investment Division
Raleigh, North Carolina
01.2007 - 07.2007
- Interned with the North Carolina Dept. of State Treasurer.
- Researched public equity, hedge funds, private equity, real estate, and other funds and provided reports on research to maintain up-to-date information on companies the NC DST invested in.
- Created and maintained fund/asset class information, managed data and spreadsheets
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 (Expires in September 2026)
- Series 65
Timeline
US PCG Innovation Analyst
Fisher Investments
04.2025 - Current
US PMG Business Analyst
Fisher Investments
07.2024 - 04.2025
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
Advancement Operations Specialist
Regent University
07.2013 - 05.2015
Enrollment Counselor
Regent University
01.2012 - 07.2013
Graduate Assistant to Enrollment Services
Regent University
01.2011 - 01.2012
Graduate Assistant to University LIbrary
Regent University
08.2009 - 01.2011
Office Coordinator
Peace College
09.2008 - 05.2009
Managerial Clerk / Development Assistant Intern
Vigor Youth Ministries
05.2008 - 08.2008
Investment Management Intern
North Carolina DST - Investment Division
01.2007 - 07.2007
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)