Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Davon Emildor

East Orange

Summary

Results-driven Financial Advisor with 5+ years of experience providing comprehensive financial planning and investment solutions to individuals and families. Proven ability to build strong client relationships, assess financial needs, and develop tailored strategies to achieve financial goals. Seeking a challenging role at [Target Company Name] where I can leverage my expertise in investment management, financial planning, and client relationship management to contribute to the company's success.

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Overview

9
9
years of professional experience

Work History

Financial Advisor

Primerica Financial Services
04.2017 - Current
  • Provided comprehensive financial planning services to over 100 clients, including retirement planning, investment management, and insurance solutions.
  • Developed and implemented personalized financial strategies based on individual client needs and goals, resulting in an average portfolio growth of 12% annually.
  • Cultivated strong client relationships through proactive communication and ongoing support, leading to a 90% client retention rate.
  • Generated new business through effective prospecting and networking, exceeding sales targets by 15% in 2024.
  • Continually enhanced financial knowledge and expertise through ongoing training and professional development.

HR Specialist

InspiriTec Inc.
03.2017 - 06.2024
  • Managed full-cycle recruitment process for various positions, from sourcing candidates to conducting interviews and extending offers.
  • Collaborated with hiring managers to understand staffing needs and develop effective recruitment strategies.
  • Conducted employee onboarding and training programs to ensure a smooth transition and promote employee engagement.
  • Maintained employee records and ensured compliance with HR policies and regulations.
  • Implemented and administered HR software systems, including Salesforce and Google Suite, to streamline HR processes and improve data management.

Receptionist

Heart to Heart Home Care
02.2017 - 12.2022
  • Provided exceptional customer service to visitors and callers, creating a welcoming and professional environment.
  • Managed a multi-line phone system, efficiently directing calls and taking accurate messages.
  • Maintained office supplies and equipment, ensuring a well-organized and functional workspace.
  • Supported administrative tasks, such as data entry, filing, and correspondence.
  • Utilized Google Suite and Salesforce to manage customer information and schedule appointments.

Merchandiser

Big Lots
11.2017 - 09.2018
  • Maintained product displays and ensured shelves were stocked and organized, creating an appealing shopping environment.
  • Assisted customers with inquiries and provided excellent customer service, resolving issues and ensuring satisfaction.
  • Processed transactions accurately and efficiently, handling cash and credit card payments.
  • Assisted with inventory management, including receiving, stocking, and tracking merchandise.

Education

Bachelor of Science - Business Administration

Rutgers University-Newark
Newark, NJ
05.2020

Associate of Science - Business Administration

Essex County College
Newark, NJ
08.2018

High School Diploma - undefined

Orange High School
Orange, NJ
06.2015

Skills

  • Financial Skills:
  • Financial Planning
  • Investment Management
  • Portfolio Management
  • Financial Analysis
  • Banking
  • Technical Skills:
  • Salesforce
  • Microsoft Excel
  • Microsoft Office Suite
  • SQL
  • Data Warehouse
  • Communication & Interpersonal Skills:
  • Customer Service
  • Negotiation
  • Communication Skills
  • Other Skills:
  • Business Analysis
  • Business Development
  • HR Sourcing
  • Talent Acquisition
  • Investment advice
  • Relationship building and management
  • Analytical thinking

Accomplishments

  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Timeline

Merchandiser

Big Lots
11.2017 - 09.2018

Financial Advisor

Primerica Financial Services
04.2017 - Current

HR Specialist

InspiriTec Inc.
03.2017 - 06.2024

Receptionist

Heart to Heart Home Care
02.2017 - 12.2022

Associate of Science - Business Administration

Essex County College

High School Diploma - undefined

Orange High School

Bachelor of Science - Business Administration

Rutgers University-Newark

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