Gabriell Davis
Gordo,AL
Summary
Results-driven financial coaching and program support professional with hands-on experience managing community-based initiatives, mentoring participants, and improving financial literacy outcomes. Strong background in program coordination, client engagement, and operational support. Aspiring Certified Financial Planner (CFP) with a passion for expanding access to financial education and economic opportunity.
Overview
3
3
years of professional experience
1
1
Certification
Work History
HomeFirst Financial Coach (Student Role)
Impact America
- Delivered one-on-one financial coaching focused on budgeting, credit improvement, and financial goal-setting
- Monitored participant progress and maintained detailed case notes to support program outcomes
- Strengthened participant retention through consistent follow-up and relationship-building
- Supported onboarding, assessments, and program readiness activities
Fellow
FinServ Foundation
01.2025 - Current
- Selected for a competitive fellowship preparing future CFP professionals
- Engaged in advanced financial planning development, networking, and mentorship
Electrical Sales Associate
Lowe’s
Northport, AL
06.2023 - 03.2026
- Advised customers on home improvement projects, increasing satisfaction and repeat business
- Demonstrated strong problem-solving and communication skills in a fast-paced retail environment
Mentor
Women Talk Wealth
12.2022 - 05.2025
- Mentored students in financial literacy and career development
- Supported initiatives promoting diversity in financial services
Site Coordinator
Impact America
02.2025 - 04.2025
- Managed daily operations of a high-volume tax preparation site serving diverse community members
- Supervised and mentored 10+ volunteers, improving accuracy and efficiency of tax filings
- Coordinated scheduling, client intake, and workflow to optimize service delivery
- Ensured compliance with IRS standards and maintained performance tracking systems
Education
Master of Business Administration (MBA) - Finance
University of North Alabama
05-2027
Bachelor of Science - Finance
University of Alabama
Tuscaloosa, AL05-2025
Skills
- Program Coordination
- Financial Coaching
- Client Engagement
- Data Tracking & Reporting
- Volunteer Leadership
- Community Outreach
- Process Improvement
- Microsoft Office & Google Workspace
Websites
Certification
IRS VITA/TCE Certified (Advanced Certification)
Timeline
Site Coordinator
Impact America
02.2025 - 04.2025
Fellow
FinServ Foundation
01.2025 - Current
Electrical Sales Associate
Lowe’s
06.2023 - 03.2026
Mentor
Women Talk Wealth
12.2022 - 05.2025
HomeFirst Financial Coach (Student Role)
Impact America
Master of Business Administration (MBA) - Finance
University of North Alabama
Bachelor of Science - Finance
University of Alabama