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.
• 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