Brent Davis Email & Phone Number

Vancouver, Bc, Ca

Vancouver, Canada Area

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… 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

Vancouver

I 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

Vancouver, Canada Area

Registered to sell mutual funds in British Columbia

Vancouver, 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

Vancouver, Canada Area

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… 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

Bachelor Of Management And Organizational Studies, Finance And Administration

High School Diploma