Devyn Threadgill
San Antonio
Summary
Offering strong analytical mindset and passion for financial services, eager to learn and develop in this environment. Brings ability to quickly grasp financial concepts and technical skills in data analysis and financial modeling. Ready to use and develop critical thinking and quantitative skills.
Overview
4
4
years of professional experience
Work History
Financial Services Professional
New York Life Insurance Co
San Antonio, TX
06.2025 - Current
- Analyzed client financial needs to provide tailored insurance solutions.
- Developed and maintained strong client relationships through regular follow-ups and personalized service.
- Collaborated with cross-functional teams to streamline policy processing and improve customer experience.
- Educated clients on product features, benefits, and claims processes to enhance understanding and satisfaction.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Courier Contractor
Legion Logistics
San Antonio, TX
07.2024 - 06.2025
- Reported issues to supervisors resulting in increased customer satisfaction.
- Expedited urgent deliveries by prioritizing tasks effectively under tight deadlines.
- Coordinated timely deliveries, ensuring adherence to scheduled routes and customer expectations.
Entrepreneur
Secondhand Sofas
Austin, TX
12.2023 - 07.2024
- Developed business strategies to enhance customer engagement and increase sales.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Managed inventory and logistics for efficient product sourcing and delivery.
Courier
FedEx
Austin, TX
08.2023 - 04.2024
- Reviewed delivery documents and orders and reported errors to supervisor.
- Grouped and routed deliveries according to designated areas to maintain efficient delivery times.
- Established lasting relationships with customers by delivering packages on time, interacting professionally, and responding promptly to questions.
Barkeeper
Lulu's
Austin, TX
10.2022 - 09.2023
- Worked in close collaboration with team members to ensure customers received high-quality service.
- Greeted frequent visitors by name and explained new promotions.
- Upsold customers from shelf to premium brands to help boost sales.
Education
Geology
Texas A&M University
Corpus Christi, TX05-2020
SIE License (In Progress) - Finance
Securities Training Corp
05-2026
Texas Life & Health Insurance License - Financial Services
XCEL Solutions
06-2025
Skills
- Client relations
- Closing deals
- Insurance planning
- Sales and marketing
- Portfolio management
- Wealth management
- Investment strategies
- Customer relationship building
Timeline
Financial Services Professional
New York Life Insurance Co
06.2025 - Current
Courier Contractor
Legion Logistics
07.2024 - 06.2025
Entrepreneur
Secondhand Sofas
12.2023 - 07.2024
Courier
FedEx
08.2023 - 04.2024
Barkeeper
Lulu's
10.2022 - 09.2023
Geology
Texas A&M University
SIE License (In Progress) - Finance
Securities Training Corp
Texas Life & Health Insurance License - Financial Services
XCEL Solutions