Jeff Davis Email & Phone Number

Dream Builder Life CoachPersonal Empowerment and Transformation Specialist

Houston, Texas, United States

West University Place, Texas, United States

* Managed a portfolio of mass affluent clients and professionals in Houston’s wealthiest zip code to optimize existing and new relationships while developing independent client and business networks.* Implemented needs-based Portfolio Reviews for Affluent Clients, saving more than $17 million in deposits and investments from leaving BBVA.* Recognized as.

Houston, TX

* Acquired Security Industry Essentials (SIE) designation and NMLS Registration.* Partnered with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to better serve affluent customers with specialized financial needs.* Promoted to Private Client Banker within 6 months of hiring on.

Houston, Texas, United States

* Acquired Series 7 and Series 66 designations.* Established client specialist partnerships and developed team marketing plan including value proposition evaluations, marketing materials, and social media.* Coached five team members and established working relationships with local and national wholesalers for sourcing prospects, leads and referrals, and.

Texas, United States

* Hold Texas Group 1 Insurance License.* Launched client relationships with existing book of business by establishing credibility through insurance and financial reviews.* Deepened client relationships through needs-based reviews and providing suitable recommendations based on client’s values and goals.* Gained membership in Allianz Masters Forum Club and.

Houston, Texas, United States

* Contacted new and existing customers with home repair and improvement needs and competitively priced projects based on analyses of customers’ needs.* Provided product options for increased energy efficiency and savings while potentially increasing home value.* Worked with insurance companies, suppliers, vendors, government agencies, and subcontractors.

Houston, Texas, United States

* Prepared damage appraisal estimates for residential claims up to $300,000 and personally managed more than 10,000 claims over 16 years without a single State Board complaint.* Resident troubleshooter and problem solver for mismanaged claims and customer complaint resolution.* Worked closely with Special Investigations Unit (SIU) on large fires and.