Madison Davis
West Fargo,ND
Summary
I am a service-driven professional with a desire to add value to those around me. My strengths include communication, organization, analysis, and customer service. A Financial Assistant with a successful history establishing effective operational procedures to keep financial activities accurate, compliant and current. Experienced with all account opening, transfers, rollovers and complex alternative investments.
Overview
5
5
years of professional experience
Work History
Financial Assistant
Legacy Wealth Management
01.2022 - Current
- Sit in on Paul's client meetings and take notes
- Execute any follow up in regard to the client meeting
- Keep track of Paul's client appointments, schedule and trading list
- Prepare simplified reports to be mailed and emailed out monthly to a smaller list of clients that have trouble reading their monthly statements from LPL
- Help other advisors with an account opening, scheduling client reviews and any tasks they need assistance with
- Assist clients in any questions they have in regard to their accounts
Server
The Tavern Grill
11.2018 - Current
- Serve and support the restaurant as a team player
- Deliver timely and accurate food service to all patrons
- Provide solutions to challenges, concerns, and issues in regard to the guest.
- Explain menu items and suggest appropriate options for food allergy concerns.
- Able to apply comprehensive knowledge of wine, beer & spirits for the guest.
Education
Associate of Science - Business
Minnesota State Community & Technical College
Moorhead05.2019
Bachelor of Science - Finance
Minnesota State University - Moorhead
Moorhead12.2021
Skills
- Versatile Business Skills – Demonstrates an ability to manage change, deliver on goals, and support the goals of the company
- Growth-minded with a drive for relationship building
- Client focused with a desire to deliver exceptional service
- A leader with ambition toward teamwork and positive solutions
- Regulatory Compliance and Documentation
- Proactive and Self-Motivated
- CRM Tracking
Hobbies
- Traveling
- Staying active
- Supporting local events in the community such as the Red River Market
- Attending YPN & Chamber Events
- Going to sporting events & concerts
Affiliations
- Member of The Chamber of Commerce
- YPN Member
Timeline
Financial Assistant
Legacy Wealth Management
01.2022 - Current
Server
The Tavern Grill
11.2018 - Current
Associate of Science - Business
Minnesota State Community & Technical College
Bachelor of Science - Finance
Minnesota State University - Moorhead
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