Summary
Overview
Work History
Education
Skills
Professional Development
Timeline
BusinessAnalyst

Delano D. Davis

Financial Professional
Wilmington,NC

Summary

Forward-thinking Financial Professional with proven experience in planning and coordinating efficient business strategies. Bringing five years of expertise as a benefits specialists for businesses both large and small. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies. Proficient in Mac and Microsoft Office product suits as well as CRM tools such as Salesforce.

Overview

4
4
years of post-secondary education
7
7
years of professional experience

Work History

Registered Representative

NYLIFE Securities LLC
Boston, MA
05.2016 - Current
  • Educated and implemented financial solutions for businesses owners and their families across the east coast with a focus for tax deferral, avoidance and mitigation, allowing for greater financial efficiency.
  • Systematically acquired and maintained quality relationships with more than 300 clients organically through referrals, seminar marketing and active community involvement.
  • Lead and organized a team of five agents, through a high volume and demanding environment, resulting in 100’s Club and Executive Council agent accolades due to exceptional annual production.

Personal Lines Insurance Underwriter

The Hanover Insurance Group
Worcester, MA
05.2015 - 04.2016
  • Coordinated KBS and EDGE reports on a day-to-day basis highlighting new business and underwriting tasks for 17 states.
  • Took initiative and created countrywide underwriting documents for the Personal Lines organization to assist in the training of new hires.
  • Analyzed and took action on assigned risk auto policies with high loss ratios resulting in an overall reduction of auto risk.

Owner/Operator

Collegiate Entrepreneur Painters
South Windsor, CT
05.2014 - 10.2015
  • Operated and generated $50,000+ in revenue in first 6 months for our painting business within multiple locations in CT utilizing strong communication skills to effectively manage projects and deadlines.
  • Selected and managed a team of five employees; facilitated all employees to finish each project in a timely manner.
  • Provided exceptional customer service within a demanding and high volume setting, requiring skills to prioritize and delegate tasks, Business Networking International Built both personal and business relationships with key professionals and entrepreneurs in the community.

Education

Bachelor of Arts - Economics & Business

University of Connecticut
Storrs, CT
09.2013 - 05.2017

Skills

Communication Skills

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Professional Development

Business Networking International

Membership/Vice President/Director

  • Built both personal and business relationships with key professionals and entrepreneurs in the community. Recognized as a leader of the group, partaking in Membership Committee and the Vice President role.
  • Selected to be Director of three separate groups of 15+ business professionals. Consulted and worked alongside local business owners developing strategies to grow their membership and increase revenue through client referrals.

Kappa Sigma Alumni

Alumni Advisor

  • Lead and guided a group of 30+ young men ensuring quality decision making and aiding in group problem solving.

Men of Color Health Awareness

Speaker/Educator

  • Partnered with leaders of the community in educating men of color on financial literacy as well as generational wealth and how it relates to their families financial legacy

Timeline

Registered Representative

NYLIFE Securities LLC
05.2016 - Current

Personal Lines Insurance Underwriter

The Hanover Insurance Group
05.2015 - 04.2016

Owner/Operator

Collegiate Entrepreneur Painters
05.2014 - 10.2015

Bachelor of Arts - Economics & Business

University of Connecticut
09.2013 - 05.2017

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Delano D. DavisFinancial Professional