Lyn Davis Email & Phone Number

West Palm Beach, Florida Area

All operational and logistical support for the branch office and Financial Advisor.

Boca Raton, Fl

• Helped spur 40% company revenue growth through improved collections by leading a project to synchronize Salesforce integration between customer service and billing departments.• Improved customer pipeline accuracy by 70% after leading a months-long project to leverage Salesforce. Chaired monthly brainstorming sessions with customer service and sales reps and implemented process changes.• Increased speed of onboarding new clients by managing contract execution process from sales team to legal team. Clients include many of the world’s largest health organizations, hospitals, pharmacies, suppliers, and vendors.• Shortened sales contract execution time by 75% reduction in turnaround time by driving better communication among customer service, sales, and legal departments.• Drove more strategic decision-making by management as Salesforce Administrator for sales division by creating KPI-centric and targeted dashboards, revenue forecast reports, and pipeline analyses.• Hiked internal use of Salesforce to 98% through redesigned configuration that made more sense to staff.• Managed Salesforce marketing campaigns designed to build a brand image, convert leads, and increase sales.• Designed and delivered 3-day training regimen on best practices to create clean usable data.

• Also served as Salesforce Administrator and Client Relationship Manager.• Managed and executed special projects for CEO to achieve deals valued at more than $80 million.• Facilitated company growth through completing and submitting new and established business paperwork, processing money movement and trades and maintaining CEO and advisors’ calendars.• Drove client interest by creating and managing email press-releases campaigns.• Ensured compliance with FINRA rules. Performed supervisory review of thousands of email messages, and pre-approved all web content.• Maintained required compliance documentation and records.• Served as organizational glue by supporting CEO, other managers, and staff in multiple ways (Operations, HR, Admin).• Provided accounting through Office Manager and QuickBooks for 15 business entities.• Expedited business approval processes as FDA meeting liaison.

Eustis, Fl

In my role as a professional consultant:• Compiled data and processed account forms.• Investigated problems and managed problem resolution process.

Boca Raton, Fl

Responsibilities covered a wide range of duties: project management, quality control, customer service and correspondence, establishing policy and procedures, coordination and delivery of marketing material, troubleshooting departmental issues, training, coaching, and development of all employees.• Reviewed and processed all registered representative and associated person registrations.• Executed personnel background reviews. Maintained employee statements for outside accounts.• Processed and renewed agent and agency insurance licensing, appointments, and policy applications.• Coordinated selling agreements and agent appointments with insurance brokerage relationships.• Ensured completion of AML, CE training, and annual compliance meetings.• Obtained and maintained outside disclosure forms and employee statements for outside accounts for all personnel.• Supported Branch Office employees and 5+ OSJ Branches.• Performed supervisory review of electronic correspondence and company website content.• Assisted the CCO in maintaining satisfactory compliance reviews and monitoring.

Boca Raton, Fl

• Maintained a high level of confidentiality with client and company information.• Transitioned 98% individual clients database between clearing firms.• Supported executive management team and 12+ brokers.• Documented and implemented standard operating procedures.• Compiled data and processed account forms.• Investigated and resolved problems.• Maintained required compliance correspondence.

Boca Raton, Fl

• Supported HR, Research, and Sales teams to achieve corporate goals.• Primary assistant in fast-paced stock research and trading environment.• Managed vendor and customer agreements in accordance with company policy.• Designed and managed multiple reports relevant to potential leads, trials, and end users.• Ensured daily delivery of market-driven time-sensitive research reports to 1500+ clients.• Ensured regulatory records were accurate, current, and compliant.• Maintained client communication for regulatory audits.

Boynton Beach, Fl

Position required confidentiality, diplomacy, and discretion in all interactions with clients, staff and vendors and included supporting the President and Vice-President in all administrative actions including the supervision of an office staff of 6 and indirect staff of 12.• Key decision maker for more than $1.4 million in Pagewriter and Timeport inventory.• Created and managed Wireless Pilot Program.• Primary liaison for customer problem resolution.• Planned and coordinated high-level technical training for Motorola Messaging Server.• Managed the $1 million variable compensation preparation and documentation for 22 Senior Sales Managers.• Generated and maintained confidential reports for staff training and performance reviews.

Bs, Business Management

Associate Of Arts (Aa), Accounting And Business/Management