Brent Davis Email and Phone Number
Brent Davis work email
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Brent Davis personal email
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For as long as I can remember, I've always found joy in helping others and giving sound advice. This might explain why I wake up every morning feeling like I've hit the jackpot when it comes to my career. As a Financial Advisor, I work with families, professionals and business owners to build a unique financial plan that is tailored to their specific goals in life. Whether someone is saving to purchase your first home, starting a family/business, or are just interested in a second opinion, I can help.
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Financial AdvisorZlc Financial Mar 2018 - PresentVancouver, Canada AreaAs a Financial Advisor, I assist my clients in the following key areas:-Wealth Management-Retirement Solutions-Living Benefits-Estate Planning-Group Benefits-Business Family Succession Planning-Philanthropic Planning-Structured Settlements No two people are the same. Therefore, the most important part of building a financial plan is analyzing each case to understand each client's needs so that we can build a unique plan that is best suited to their… Show more As a Financial Advisor, I assist my clients in the following key areas:-Wealth Management-Retirement Solutions-Living Benefits-Estate Planning-Group Benefits-Business Family Succession Planning-Philanthropic Planning-Structured Settlements No two people are the same. Therefore, the most important part of building a financial plan is analyzing each case to understand each client's needs so that we can build a unique plan that is best suited to their needs. Show less -
Financial Security AdvisorFreedom 55 Financial Oct 2015 - Feb 2018VancouverI helped clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan was tailored to their needs, risk tolerance and the goals they want to achieve -
Investment RepresentativeQuadrus Investment Services Ltd. Oct 2015 - Feb 2018Vancouver, Canada AreaRegistered to sell mutual funds in British Columbia
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Sales RepresentativeBuilddirect May 2012 - Aug 2015Vancouver, British Columbia•Sold over $7 million of product between May 2012 – present.•Enhanced the online chat system and now responsible for its management and overseeing a 5 person online chat team.•Secured the largest single order in company history of $120,000.•Researched internal marketing trends and sales procedures and made recommendations for improvement resulting in significant savings•Assisted the Bamboo Category Manager and Inventory Analyst in the growth of the department by providing… Show more •Sold over $7 million of product between May 2012 – present.•Enhanced the online chat system and now responsible for its management and overseeing a 5 person online chat team.•Secured the largest single order in company history of $120,000.•Researched internal marketing trends and sales procedures and made recommendations for improvement resulting in significant savings•Assisted the Bamboo Category Manager and Inventory Analyst in the growth of the department by providing ongoing customer service feedback Show less -
Liquidation Project ManagerValue Industries Ltd. May 2009 - Aug 2009Vancouver, Canada AreaConsisted of two liquidation projects the first being a small corner/grocery store and the second a 23,000 square foot clothing warehouse.Corner/Grocery Store:• Established and implemented the liquidation Marketing Plan.• Set inventory sales prices.• Exceeded the corner store collection goal of $17,000 by more than 50% within 2 weeks.Clothing Warehouse:• Supervised liquidation of $200,000 of clothing inventory. • Assisted in the management of $300,000 budget and… Show more Consisted of two liquidation projects the first being a small corner/grocery store and the second a 23,000 square foot clothing warehouse.Corner/Grocery Store:• Established and implemented the liquidation Marketing Plan.• Set inventory sales prices.• Exceeded the corner store collection goal of $17,000 by more than 50% within 2 weeks.Clothing Warehouse:• Supervised liquidation of $200,000 of clothing inventory. • Assisted in the management of $300,000 budget and completed all bank deposits.• Created temporary payment stations.• Hired contract workers, coordinated work schedules, supervised, and delegated jobs. Show less
Brent Davis Skills
Brent Davis Education Details
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University Of Western OntarioFinance And Administration -
Magee Secondary SchoolHigh School Diploma
Frequently Asked Questions about Brent Davis
What company does Brent Davis work for?
Brent Davis works for Zlc Financial
What is Brent Davis's role at the current company?
Brent Davis's current role is Financial Advisor at ZLC Financial | Providing financial guidance that people can trust.
What is Brent Davis's email address?
Brent Davis's email address is bdavis49@uwo.ca
What is Brent Davis's direct phone number?
Brent Davis's direct phone number is (303) 715*****
What schools did Brent Davis attend?
Brent Davis attended University Of Western Ontario, Magee Secondary School.
What skills is Brent Davis known for?
Brent Davis has skills like Marketing Strategy, Account Management, Management, Strategic Planning, Marketing Communications, Sales Management, Business Strategy, Sales, Marketing, Customer Service, Budgets, Pricing.
Who are Brent Davis's colleagues?
Brent Davis's colleagues are Aeronn Zlotnik, Marty Zlotnik, Azar Pourdad, Lucy Butler Cipd Associate, Michelle Richier, Tina Farrell, Vilayphone (Violet) Smith.
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1finning.ca -
2mcmaster.ca, mcmaster.ca -
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Brent Davis
Toronto, On
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