Donald McRainey
Lincolnton,NC
Summary
Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Courier Driver
FedEx Express
01.2022 - Current
- Completed daily delivery assignments while adhering to strict time constraints, ensuring consistent service quality.
Investment Advisor
Pruco Securities LLC
08.2021 - 04.2023
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Assisted clients with retirement planning, ensuring secure financial future through strategic asset allocation and consistent saving habits.
- Improved decision-making processes with accurate data analysis and visualization techniques.
Registered Representative
NYLIFE Securities LLC
11.2017 - 08.2021
- Assisted clients in developing long-term financial goals by creating customized wealth management plans based on their individual risk tolerance and objectives.
- Collaborated with internal departments such as compliance and operations to address any concerns or issues impacting client accounts, ensuring seamless customer experience.
Assistant Store Manager
Lowe's Home Improvement
10.2016 - 11.2017
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
Store Manager
JCPenney
03.2012 - 10.2016
- Managed daily operations for 3 locations to ensure smooth functioning of store, maintaining clean, safe environment for customers and employees.
Education
MBA, concentration in data analytics -
BELMONT ABBEY COLLEGE
Belmont, NC07.2024
Bachelor of Science in Business Administration -
BELMONT ABBEY COLLEGE
Belmont, NC05.2002
Bachelor of Arts in Economics -
BELMONT ABBEY COLLEGE
Belmont, NC05.2002
Skills
- Attention to Detail
- Problem-Solving
- Tableau
- Data Visualization and Presentations
- Excel Functions
- Data Analysis
Certification
- Series 6
- Series 63
- Series 65
- Life
- Health
- LTC
Community Service
- Board of Directors Piedmont Community Charter School, 06/2019, Present
- Treasurer, Chair of Finance Committee, 06/2022, Present
Timeline
Courier Driver
FedEx Express
01.2022 - Current
Investment Advisor
Pruco Securities LLC
08.2021 - 04.2023
Registered Representative
NYLIFE Securities LLC
11.2017 - 08.2021
Assistant Store Manager
Lowe's Home Improvement
10.2016 - 11.2017
Store Manager
JCPenney
03.2012 - 10.2016
MBA, concentration in data analytics -
BELMONT ABBEY COLLEGE
Bachelor of Science in Business Administration -
BELMONT ABBEY COLLEGE
Bachelor of Arts in Economics -
BELMONT ABBEY COLLEGE