I am a finance student with a professional sales minor at Susquehanna University's Sigmund Weis School of Business, with experience in accounting and financial analysis. My skills include analytics, Excel, and project management. As I work towards one of my career goals of becoming a Certified Financial Planner, right now I am studying for the SIE exam, with plans to sit for the exam in June 2023. My passion for helping clients create a financial structure that works for them makes me a valuable asset to any team. I am eager to take the next steps in my professional development and make a meaningful contribution to the industry.I am excited to explore the various career paths available in finance and contribute to the growth and success of an organization. I am confident that my strong foundation in financial concepts and my ability to communicate effectively will allow me to make a positive impact in the industry.
-
Slate AssociateCapital GroupFlorissant, Mo, Us -
Slate Summer AssociateCapital Group Jun 2024 - PresentSan Antonio, Texas, United States -
StudentSusquehanna University Aug 2021 - Jun 2024Selinsgrove, Pennsylvania, United States -
Asset Management InternAhv Associates Sep 2023 - Nov 2023Greater London, England, United KingdomConducted comprehensive industry research on the UK hotel sector, contributed to information memorandums, and supported sales calls for hotel investment opportunities using tools like Power Bi and Excel.Enhanced understanding of international business practices and data visualization techniques, significantly contributing to proprietary databases and investment decision-making processes. -
Financial Data AnalystEdward Jones Jun 2023 - Aug 2023St Louis, Missouri, United StatesAutomated a monthly financial report using Power BI, M code, and dynamic sourcing, saving over 100 hours of work annually.Created and managed a database of financial data, utilizing Power BI and Power Query, to expedite the process of retrieving specific information for 5 different departments. -
Golf CaddieForest Hills Country Club 2017 - 2021St Louis, Missouri, United States -
Administrative InternDavis Associates Cpas 2014 - 2021St Louis, Missouri, United States
Elliott Davis Education Details
-
Finance, General
Frequently Asked Questions about Elliott Davis
What company does Elliott Davis work for?
Elliott Davis works for Capital Group
What is Elliott Davis's role at the current company?
Elliott Davis's current role is SLATE Associate.
What schools did Elliott Davis attend?
Elliott Davis attended Susquehanna University.
Who are Elliott Davis's colleagues?
Elliott Davis's colleagues are Mzuvumile Mbonde, Lauren Lundy, Gaël Dor, Youngji Seo, Bryan Price, Melinda Gross, Evan Cathey.
Not the Elliott Davis you were looking for?
-
Elliott Davis
Corporate & Retail Sales Professional With An Interest In Gtm And Saas SalesCleveland, Oh -
-
5minehilldistillery.com, nextwavefunds.com, hotmail.com, newleaffarmct.com, gmail.com
2 +191797XXXXX
-
3samsung.com, gmail.com, ctesearch.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial