Bernadette Davis Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

In this role, I partner with Field Management and Branch Office staff to drive revenue & profitability, enhance client service and increase efficiency/productivity for Financial Advisors. Training is delivered in myriad modes including classroom, virtual, and one-on-one.

New York, Ny, Us

I was selected to lead the first field region in a start-up division, the Wealth Management Group. This involved several key initiatives including management of the National Administration Group and multiple pilots designed to test strategies for this new business. I forged strong relationships with business partners from Human Resources, Marketing, Client Experience and Technology. ◆ Grew region to 70 Advisors and eight Directors in Northeast serving 50,000 clients and $37.5 billion in assets. Total span of control ranged from 78 to 230 which included oversight of the national Client Services Administrative Group. ◆ Achieved annual goals for new assets.◆ Participated in special projects including setting up regulatory oversight structure, bringing Medallion Signature Guarantee stamps to the field offices and multiple pilots for new business strategies.◆ Transitioned to underperforming Midwest Region and re-aligned talent and processes, region now achieving business objectives.

New York, Ny, Us

I was promoted to team manager to lead a team of Institutional and Individual Consultants in identifying and meeting clients’ objectives for their retirement plans and the needs of their employees for financial education. ◆ Drove new business in the territory. ◆ Exceeded goals for new business, new premiums and employee interactions.

New York, Ny, Us

I joined this organization to serve employees of several major institutional clients. My scope involved building strong relationships with the Benefits and other HR staff members at the institutions, in addition to meeting with the employees to help them plan for a successful retirement.◆ Designed special seminars to address subjects such as required minimum distributions, history of the stock market, modern portfolio theory and others that were used corporate-wide.◆ Partnered with the Planned Giving staff of universities in providing information on gifting to the institution.◆ Co-created and hosted a cable television show to reach more employees efficiently.◆ Achieved goals for number of employee counseling sessions, tripled number of employee counseling sessions at our largest institution, and met goals for new enrollments and asset transfers.◆ Participated on special projects including creation of a pre-retirement planning division, design of the firm’s new CRM system, presentations and rollout for a major alternate retirement plan for the state of Ohio.

This bank recruited me to sell financial products and services to both institutional and individual customers of the bank. I cultivated relationships with referral sources (Branch Managers, Loan Officers, others) for warm introductions, to cross-sell bank products and services.

Dallas, Tx, Us

In this role, I sold institutional trust and investment management services to commercial clients of the bank. Primary products were 401(k) plans and corporate cash management accounts.

Bachelor Of Business Administration (Bba), Management

Education record