Mason Davis work email
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Mason Davis personal email
Experienced finance professional with a background in Sales/Trading and Wealth Management. Currently serving as a Financial Markets Analyst at Rabobank, I specialize in commodity derivative risk management, sales support, and data analytics. My expertise extends to product management, financial analysis, and financial reporting gained from my tenure at Edward Jones.During graduate school at Saint Louis University, I maintained a strong 3.9/4.0 GPA, complementing my Bachelor's in Finance. My formal education is supported by my industry licenses/certifications. In the past I have held my Series 7 & 66 licenses as well as my insurance producer license. I have also earned various certificates including the CFA Investment Foundations certificate and the Bloomberg Market Concepts certificate. I believe that I bring a unique, comprehensive financial skillset to the table.Beyond my corporate roles, I've demonstrated entrepreneurial prowess as the founder of Lax 4 Less LLC, where I established a successful brand and distribution model.I'm eager to contribute my multifaceted skills to dynamic financial environments, leveraging my MBA education and practical experiences to drive strategic initiatives and foster meaningful client relationships.I would love to connect and continue to build my professional network, so please feel free to reach out!
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Financial Markets AnalystRabobank Sep 2023 - PresentUtrecht, Utrecht, Nl- Accurately and efficiently book trades and process related documentation to ensure compliance and operational excellence- Facilitates client onboarding and provides dedicated support to senior sales staff, ensuring efficient resolution of client requests while fostering positive relationships with stakeholders- Develops customized client presentations for commodity derivative sales, tailoring each to the specific needs and interests of prospective clients- Champions process enhancements by leading in the creation and implementation of VBA solutions- Drives initiatives to improve reporting accessibility by leveraging Power BI, enhancing the usability of key reports for all stakeholders -
Product Analyst Ii, Protection ProductsEdward Jones Dec 2021 - Sep 2023St. Louis, Mo, Us- Responsible for day-to-day product management of the Edward Jones insurance product portfolio- Manage key strategic relationships with multiple external carrier partners- Responsible for due diligence processes for external carrier partner relationships- Responsible for the execution and accuracy of key external and internal reporting- Managed the development and dissemination of marketing and sales literature, strategically positioning products for enhanced client engagement and education- Lead and influence projects that require deep data exploration and collaboration across multiple divisions and subject matters -
Product Analyst, Protection ProductsEdward Jones Nov 2020 - Dec 2021St. Louis, Mo, UsRole similar to Product Analyst II, but with reduced influence and responsibility
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Finance Rotational Development Program AssociateEdward Jones Jun 2019 - Nov 2020St. Louis, Mo, UsRotation 1: Responsible for passing SIE, Series 7, and Series 66 Exams Rotation 2: Expense Management - Financial Analyst- Responsible for successfully completing the firm Annual Expenditure Planning process. Success in this role required strong communication with firm leaders, along with financial analysis to discuss and plan division expenditures while meeting firm planning constraintsRotation 3: Managed Investments - Product/Relationship Management - Responsible for the rationalization process of Edward Jones mutual fund offerings as well as developing processes around the dissemination of product information through Tableau. Also responsible for aiding the team with various Product Management and Relationship Management responsibilities as needed.Rotation 4: Branch Compensation Program Support - Accountant I - Responsible for improving and streamlining branch compensation processes, as well as assisting on ad hoc reporting as needed.
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Founder, OwnerLax 4 Less Llc Aug 2015 - Jun 2019- Established brand, product offerings, sourcing strategy, and Amazon-based distribution model- Developed business strategy for overall growth- Generated online traffic and boosted sales through strategic social media initiatives
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Financial Advising InternEdward Jones Jun 2018 - Aug 2018St. Louis, Mo, Us- Collaborated closely with the hosting financial advisor to acquire insights into building a successful advising practice and gained valuable knowledge about the financial services industry- Spearheaded the creation and management of events, including seminars and client meetings, to enhance client engagement and drive business growth
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Commissions InternEdward Jones Jan 2017 - Aug 2017St. Louis, Mo, Us- Managed the processing of mutual fund commissions for U.S. Edward Jones financial advisors using Peoplesoft Financials and Hyperion Enterprise Data Warehouse- Established streamlined processes for the return of issued commissions non-compliant with the new fiduciary environment, ensuring adherence to regulatory standards
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Sales AssociateGnc May 2016 - May 2017Pittsburgh, Pa, Us• Established long-term relationships with customers while also identifying customer health and dietary needs.• Applied deep product knowledge and used problem solving and social skills when working with a very diverse customer base. -
Team LeaderWaterway Gas & Wash May 2015 - May 2016Chesterfield, Missouri, Us• Maintained communication between carwash line employees and the management staff. • Successfully utilized verbal communication and prioritization skills while maintaining high quality customer service and implementing various leadership techniques.
Mason Davis Education Details
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Saint Louis UniversityMaster Of Business Administration - Mba -
Saint Louis UniversityGeneral
Frequently Asked Questions about Mason Davis
What company does Mason Davis work for?
Mason Davis works for Rabobank
What is Mason Davis's role at the current company?
Mason Davis's current role is Financial Markets Analyst @ Rabobank, MBA.
What is Mason Davis's email address?
Mason Davis's email address is ma****@****nes.com
What schools did Mason Davis attend?
Mason Davis attended Saint Louis University, Saint Louis University.
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