Davis Wood Email and Phone Number
Davis Wood work email
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Davis Wood personal email
Davis Wood is a Associate at Truist Bank at Truist. They possess expertise in marketing, strategy, communication, management, microsoft office.
Truist
View- Website:
- truist.com
- Employees:
- 8972
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AssociateTruist Apr 2022 - PresentAtlanta, Georgia, United States
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Financial Risk Managment AssociateRegions Bank Jul 2021 - Apr 2022 -
Financial Risk Management AnalystRegions Bank Feb 2019 - Jul 2021
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Derivatives Middle Office AnalystRegions Bank Jul 2016 - Feb 2019Greater Atlanta Area• Worked on team that constantly communicated and collaborated with several other teams at the bank, including front offices sales representatives, traders, and back office operations.• Produced reports that range from quarterly to bi-weekly to ad hoc. Able to spot trends and provide analysis for the reports that are used by directors, risk management, accounting, and many other members of the bank.
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Associate Financial Consultant - Investment ServicesRegions Bank Jun 2015 - Jul 2016Greater Atlanta Area• Worked one-on-one with clients to understand their specific goals, risk tolerance, and financial circumstances to create personalized retirement plans and investment advice. • Collaborated with many other teams at Regions bank such as Private Wealth, Trust, and Retail Banking to ensure that the client's financial needs were being met not only on the investment services front but in all aspects of the clients financial life.
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Regional WholesalerSteve Lescher & Assoc Sep 2013 - Jun 2016• Represented Mutual of Omaha and Great American Insurance Company fixed and fixed-index annuities that were sold and serviced through the retail bank channel. • Led agent group training sessions, educational refreshers, and conference calls for licensed bankers to effectively differentiate our products from our competitors while simultaneously increasing product knowledge and appropriate sales criteria and techniques. • Responsible for maintaining key client relationships by proactively engaging top producers to provide current event commentary and sales recognition. • Territory covered Alabama and Florida panhandle -
Business Reporting AnalystYp / Yp Marketing Solutions Jan 2013 - Sep 2013Greater Atlanta Area• Worked with directors of several teams and products across Digital Operations to create reports that measured business productivity, efficiency, and financial impact. Some of these reports were ad hoc and some were fixed-schedule, but all of them helped touch on whatever pain point the managers were trying to measure at the time. -
Account ManagerSiteminis Aug 2012 - Dec 2012Greater Atlanta Area• Provided product demonstrations to prominent nationwide companies to showcase company’s SAAS• Experienced inner workings of small business decision-making -
Financial AdvisorMerrill Lynch Jun 2011 - Aug 2012Greater Atlanta Area• Worked with clients one-on-one to understand their individual needs and develop investment portfolios that would help them meet their goals.
Davis Wood Skills
Davis Wood Education Details
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Master Of Business Administration (Mba) -
Finance And Economics
Frequently Asked Questions about Davis Wood
What company does Davis Wood work for?
Davis Wood works for Truist
What is Davis Wood's role at the current company?
Davis Wood's current role is Associate at Truist Bank.
What is Davis Wood's email address?
Davis Wood's email address is da****@****ons.com
What schools did Davis Wood attend?
Davis Wood attended Georgia Institute Of Technology, University Of Alabama.
What skills is Davis Wood known for?
Davis Wood has skills like Marketing, Strategy, Communication, Management, Microsoft Office.
Who are Davis Wood's colleagues?
Davis Wood's colleagues are Irving Henriquez, Dean Skotidas, Jenny Seguine, Kimberly Binegar, Claudia Carrion, Matthew Horne, Ed Smith.
Not the Davis Wood you were looking for?
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Davis Wood
Finance Major In The Darla Moore School Of Business At The University Of South CarolinaGreater Richmond Region -
2carolinagolfcars.com, carolinagolfcars.com3 +198039XXXXX
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Davis Wood
Columbia, Sc
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