Johnna Davis Email & Phone Number

Dallas-Fort Worth Metroplex

Financial planning: Creating financial plans for clients to help them achieve their goals. This may include budgeting, saving, retirement planning, and investing. Financial advice: Providing financial advice on taxes, investments, and retirement plans. Risk assessment: Analyzing markets and situations to produce risk assessments and present recommendations to clients. Client relationships: Maintaining good relationships with clients and adapting advice and strategies to meet their changing financial circumstances. Financial audits: Conducting financial audits and assessing clients' income, outgoings, debts, and capital. Tax planning: Overseeing current and future tax payments. Collaboration: Collaborating with accountants, lawyers, and other financial professionals. Market analysis: Analyzing market and economic trends and staying up to date on relevant government policies. Client confidentiality: Maintaining client confidentiality.

Charlotte, North Carolina, United States

Review title, homeowner's insurance policy, flood policy, tax certificates, and surveys.● Manages calendar and schedules meetings for clients, prospects and outside vendors● Participate in client meetings – reviewing concerns, beneficiaries, assisting with technology, and taking notes● Educate clients on the on-line tools and resources available to them● Prepared and processed heavy documentation Handled confidential information Ordered title searches, and checked loanapplications.● Systemized and maintained a comprehensive client database with prospective loan applications.● Established and maintained relationships with borrowers, as well as title companies, attorneys, appraisal companies through mortgageprocess.● Deliver world-class guest experience through all GEC channels (phone, live-chat, email, and text).

Charlotte, North Carolina, United States

Assists assigned attorneys by preparing legal documents, initiates and maintains case files and carries out trial support activities rapidly andaccurately; drafts and prepares court documents; formats documents according to applicable court requirements and legal and officestandards; and prepares a trial and exhibit notebooks.● Provides technical and administrative legal office and courtroom support to assigned attorneys; proofreads and edits document drafts forspelling, grammar, and formatting; and operates computers and other standard office equipment to produce accurate legal documents.● Prepares subpoenas for witnesses; coordinates personal service of subpoenas; schedules interpreters; prepares and coordinates transportorders to and from other custodial facilities including the State Hospital.● Obtains, copies, redacts, and formats digital evidence (video and audio) for use in court proceedings and other legal actions.● Locates and obtains documents and relevant case information, such as victim, witness, or participants’ addresses, using appropriate courtsoftware and online resources.● Researches and applies court and administrative rules for formatting, e-filing, and service requirements

Assist and Offer leadership to the Team in accordance with the organization’s policies and guidelines, including career planning and departmental goal setting. Responsibilities may include assisting management with interviewing, hiring, and training employees, planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems as needed.Act on behalf of supervisor/management in their absenceDeal with client complex issues and concerns to provide an overall pleasant experienceMonitor new associates and provide ongoing coaching to team associatesManages primarily referral calls and provides information to prospective customers.Works with advisors in wealth management as well as infinity and loan officers to process multi-channel inbound and outbound leads.Ensures daily proofs and reconciliations are compliant with corporate accounting and control policies.

Criminalistics And Criminal Science

Bachelor, Criminal Justice