Summary
Overview
Work History
Education
Skills
Affiliations
Licenses
Timeline
Generic

Davidson Carroll

Charlotte,North Carolina

Summary

Offering analytical and problem-solving skills, with solid understanding of financial markets and investment principles, eager to learn and develop in this environment. Brings ability to quickly grasp complex financial concepts and apply them effectively, coupled with proficiency in data analysis and financial planning tools.

Overview

3
3
years of professional experience

Work History

Financial Advisor

Equitable Advisors
12.2024 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.

Server

The Peddler Steak House
08.2022 - 02.2023
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.

Door-to-Door Sales Representative

Aruza Pest Control
05.2022 - 08.2022
  • Increased sales by establishing rapport with potential customers and delivering tailored product presentations.
  • Participated in regular sales team meetings to share insights, learn from colleagues, and contribute toward collective goals for enhanced overall performance.
  • Enhanced customer satisfaction by addressing concerns, answering questions, and providing exceptional service during door-to-door interactions.

Education

Bachelor of Science - Business Administration, Finance and Banking

Appalachian State University
Boone, NC
05.2024

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Analytical thinking
  • Risk assessment
  • Client relations
  • Retirement needs
  • Financial services
  • Pipeline management

Affiliations

  • Pi Kappa Alpha Iota Psi Chapter, Boone, NC February 2021 – Present
  • Member
  • Helped manage fraternity budget of $45,000 by using Microsoft Excel to analyze and forecast spending.
  • Collaborated with other members to fight the cold for the local homeless shelter by providing for the food pantries, raising money, and chopping wood.
  • Developed communication skills and interpersonal connection skills through communicating with larger groups of people regularly both in person and through emails and texts.
  • Finance Student Association, Boone, NC August 2022 - Present
  • Networked with students of like interests and graduates already in the corporate world.

Licenses

Series 66 - Uniform Combined State Law Examination

Securities Industry Essentials Exam

General Securities Representative Exam

NC - Life Insurance

NC Medicare Supplement/ Long Term Care

NC Accident and Health

Timeline

Financial Advisor

Equitable Advisors
12.2024 - Current

Server

The Peddler Steak House
08.2022 - 02.2023

Door-to-Door Sales Representative

Aruza Pest Control
05.2022 - 08.2022

Bachelor of Science - Business Administration, Finance and Banking

Appalachian State University

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Davidson Carroll