Benjamin Davis Email & Phone Number

Valley Forge, Pa, Us

• Assist Hight Net Worth (HNW) clients with a wide range of financial inquiries, from identifying and resolving complex financial situations to providing client account maintenance support• Lead initiative to promote best practices for the HNW department by creating a Stand Work on Process Confirm Team Huddles to enable the highest quality of client call interactions• Demonstrate adaptability in transitioning roles, initially merging Onboarding with Change of Ownership, and later being selected to pioneer a new department focused on serving the needs of HNW clients through a combination of both functions• Efficiently allocate time across competing priorities, ensuring timely completion of key tasks for clients, colleagues, and the department as a whole• Set client expectations by maintaining clear and consistent communication, delivering on commitments, and resolving issues in a timely manner

Valley Forge, Pa, Us

• Coordinated onboarding for thousands of clients, explaining investment accounts, services, and funds to ensure a smooth and educational client experience• Analyzed financial data, transfer paperwork, account statements, and the ACAT system, ensuring all processes and transfers were handled accurately and efficiently• Facilitated asset transitions due to bereavement, retail transfers, and asset gifting, while maintaining an empathetic and informative client experience

Valley Forge, Pa, Us

Exton, Pa, Us

• Utilized platforms such as e-Money and RedTail to prepare financial plans/analyses for clients• Analyzed client portfolios with advisors to identify additional wealth management opportunities• Organized over 3,000 client portfolios to match their risk tolerance and current financial status• Presented additional capabilities that e-Money possesses to better serve clients• Scheduled and attended meetings between advisors and clients to review investment objectives/goals

Bentonville, Arkansas, Us

• Assisted in the management and operation of a 40-million-dollar Walmart facility • Reviewed P&L statements to determine a financial forecast of future revenue opportunities• Contributed to the budgeting of controllable expenses to mitigate loss of profit • Developed and implemented action plans to effectively market products on the sales floor• Monitored inventory flow from supply chain facilities

Chadds Ford, Pa, Us

• Conducted email and advertisement surveillance for investment management companies to ensure compliance guidelines were followed• Analyzed over 10,000 emails to detect insider trading, false advertising, or lack of business policy• Assessed client compliance manuals to confirm adherence to proper protocols and procedures

• Marketed, managed, and advertised an online business selling over 500 products• Analyzed customer buying patterns and seasonal trends to maximize profit• Gained hands-on experience with profit/loss analysis, risk management, and customer negotiation• Tracked inventory movement and profit/loss ratios with Excel• Earned an annual net profit of over $12,000 with no losses incurred

Camp counselor in Sports Department during summer and taught sports classes during school year. • Instructed and managed class sizes up to 40 kids • Supervised and taught employees in training how to advance their skills in leadership

West Chester, Pa, Us

• Established and demonstrated how to be an effective leader and cooperate with others• Coordinated and executed classroom activities throughout the week• Developed different teaching techniques to meet the individual needs of the students

Carlisle, Pa, Us

• Managed the accurate check-out of customers using the point-of-sale system while providing outstanding customer service• Acquired the ability to problem solve situations professionally with unsatisfied customers

Bachelor'S Degree, Business Administration And Management, General

High School Diploma