Mason Davis Email & Phone Number

Ballwin, Mo, Us

Utrecht, 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

St. 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

St. Louis, Mo, Us

Role similar to Product Analyst II, but with reduced influence and responsibility

St. Louis, Mo, Us

Rotation 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.

- 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

St. 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

St. 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

Pittsburgh, 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.

Chesterfield, 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.

Master Of Business Administration - Mba

Bachelor Of Science - Bs, Finance, General