Deandrea Y. Davis, Mba, Cfp®, Ricp®, D.B.A. Email & Phone Number

Wichita Falls, Texas, United States

Wichita Falls, Texas, Us

My role is to assist students and professors, including instructing undergraduate and graduate courses, addressing all student queries, and distributing course syllabi. I organize seminars withsubject matter practitioners and create PPTs to aid lectures. Additionally, I counsel students and assist with connections for job opportunities. Furthermore, I inculcate practical knowledge by delivering real-lifeexperience.My key accomplishments include:• Acquired an average evaluation score of 4.75 out of 5.• Successfully guided undergraduates towards attaining jobs while educatingthem on real-world ongoings.

Wichita Falls, Texas, Us

My role here is to spearhead the new-hire experience, which includes the design, development, onboarding, introduction of new joiners to organizational culture, mission, purpose, values, and vision. Additionally, I orchestrate biannual forums amongst the CEO and all employees to provide tactical updates and future direction while addressing employee queries. The duties also require me to act as a liaison within the design, results and focus groups of quarterly employee engagement. Mainly, I promote leadership development across the organization by planning, structuring, and offering courses on conflict management, crucial conversations, DiSC assessments, StrengthFinders, etc.My key accomplishments include:• Fortified employees' leadership skills by curating the first leadership curriculum for 175+ employees.• Conceptualized and deployed a recognition program by leveraging magazines, videos, and websites to foster job significance and a sense of belonging.• Ideated and executed strategic direction and organizational priorities for all levels of employees, centralizing retention strategies, succession planning, and career development.• Presented gap and needs analysis results to the executive and senior staff while strategizing plans to fill gaps in congruence with strategic initiatives.• Facilitated and lead the "Difference Maker" program to commend employees who have gone the extra mile for internal and external stakeholders.

Milwaukee, Wi, Us

At this job, I created and conducted training and cross-training programs to maximize productivity and minimize downtime. To guarantee job satisfaction, I introduced a mentoring and career growth program. Simultaneously, I strategized financial planning and investment management for high-net-worth clients.My key accomplishments include:• Uplifted job satisfaction among employees by encompassing a mentoring and career growth program in the training sessions.• Traded and oversaw company's portfolio worth $247M. Met and exceeded portfolio goals by assessing fund performance based on appropriate parameters and rebalancing portfolios.• Increased sales by 120% by recognizing productivity bottlenecks and creating solutions to boost advisors' sales performance.

Milwaukee, Wi, Us

This position required me to oversee financial planning and investment management of the organization by effectively coordinating with clients. More importantly, I would also provide consultations to high-net-worth individuals on investing and diversifying their portfolio to fulfill financial objectives while preserving existing wealth. Concurrently, I leveraged my expertise to consult on tax-efficient strategies for successful generational wealth succession.My key accomplishments include:• Co-managed an investment portfolio worth $200M+, while rebalancing portfolios to achieve predetermined goals and keeping track of fund performance in accordance with the defined metrics.• Surpassed target sales goals by 15% by developing tax-efficient financial and investment plans for individuals.

Milwaukee, Wi, Us

Assisting clients in attaining their financial objectives by designing personalized investment plans was my main focus here. I would evaluate clients' existing financial positions, including cash flow, insurance coverage, long-term care needs, tax status, and retirement savings. I also upheld adherence to financial, regulatory, and educational requirements. Additionally, I administered all trades, wires, and money movements for the organization. Furthermore, I briefed financial professionals on the advantageous or disadvantageous tax effects of particular trades for clients.My key accomplishments include:• Improved organization's workflow by developing and adopting innovative strategies and enhancing internal communications.

St. Louis, Missouri, Us

San Francisco, California, Us

San Francisco, California, Us

San Francisco, California, Us

Managed a loan portfolio in excess of $15M. Oversaw all phases of underwriting, including real estate analysis, cash flow and profitability models, and credit underwriting. I also prepared responses to requests for proposals (RFP) for institutional clients and prospects.

Doctor Of Business Administration, Business Administration And Management

Master Of Business Administration (M.B.A.)

Bachelor'S Degree, Business Administration And Management, General