Davis Puckey Email & Phone Number

Charlotte, NC, US

Charlotte, North Carolina, United States

Perform daily cash positioning to ensure precise forecasting and enable proactive decision-makingbased on the available cash.Implements liquidity management strategies through a well-balanced approach, utilizing both debtreduction and the precise use of credit facilities to minimize interest expenses across the fund.Collaborate with other departments to.

Columbia, South Carolina, United States

• Maintains inventory to ensure adequate merchandise despite supply chain challenges.
• Ensures low COGS to maximize profit margins and remain competitive in the marketplace.
• First half revenue of $14,866, with a revenue increase of 75% in Q2 and almost surpassing total Q1 sales in the month of June. With sales growth on an exponential pattern, we expect an annual revenue of $40,000 in year.
• Year 2 started with a Q1 Revenue almost meeting 50% of our Y1 Sales. This years Q1 provided a 66.15% increase from last years Q4 showing evidence of our exponential growth.

Columbia, South Carolina, United States

• Analyze the financial history of current and prospective clients to determine their creditworthiness and level of risk before approving or rejecting their loan application.
• Assess the borrower's character by reviewing various factors, such as collateral, capital invested in the business, and repayment capacity.
• Completed courses regarding the numerous factors that influence loan applications.

Columbia, South Carolina, United States

• Organized a contact information spreadsheet for commercial realtors in Columbia and the Upstate, strengthening data management skills and streamlining inter-agent communication.
• Created the weekly sales presentation detailing sales, leases, & listings across the Columbia MSA, keeping brokers and agents informed on potential leads.
• Performed site visits alongside senior agents and brokers, growing client relations skills and developing a hands-on understanding of real estate.
• Met with agents within the firm, furthering my grasp of firm objectives and career trajectories.

Hilton Head Island, South Carolina Area

• Managed the cash drawer which included thousands of dollars in transaction volume nightly.
• Performed nightly cash reconciliations with receipts to ensure accuracy for accounting records.
• Supervised the distribution of gratuities to wait and kitchen staff.
• Strengthened customer relations skills by interacting with a diverse and large customer base on a daily basis and attended to their preferences on short timelines.

Hilton Head Island, South Carolina Area

• In charge of customer safety and satisfaction on the Banana Boat ride.
• Ensured that customers were safe and comfortable, especially those who were anxious, underneath stressful situations.
• Communicated with customers to maximize their experience in order to have them return or leave a good review for the company.

Bachelor Of Science - Bs, Finance & Real Estate

Bachelor Of Science - Bs, Finance & Real Estate

Activities and Societies: Pi Kappa Phi