Rachel Davis
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Rachel Davis Email & Phone Number

Qualifications Specialist and New Business Associate at Walser Wealth Management
Location: Greater Tampa Bay Area, United States, United States 8 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Walser Wealth Management
Role
Qualifications Specialist and New Business Associate
Location
Greater Tampa Bay Area, United States, United States
Company size
33 employees

Who is Rachel Davis? Overview

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Quick answer

Rachel Davis is listed as Qualifications Specialist and New Business Associate at Walser Wealth Management, a company with 33 employees, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Rachel Davis.

Rachel Davis previously worked as Administrative Specialist at Walser Wealth Management and Office Manager at Ag Metrics Group (Formerly Pacific Ag Group). Rachel Davis holds Bachelor Of Applied Science - Bsas, Leadership Studies from University Of South Florida.

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Walser Wealth Management

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Profile bio

About Rachel Davis

I am someone who believes in making a positive impact in any and all situations. There is always a better strategy and I’m willing to find it, implement it, and ensure it produces positive growth. My passions in the workplace are: quality administration, talent development, employee and client communication and engagement, and streamlined organization practices.

Current workplace

Rachel Davis's current company

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Walser Wealth Management
Walser Wealth Management
Qualifications Specialist and New Business Associate
Florida, United States
Website
walserwealth.com
Employees
33
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8 roles · 12 years

Rachel Davis work experience

A career timeline built from the work history available for this profile.

Owner

Make It Clean Central Fl, Llc

Brandon, Florida, United States

-Started with clients in Sarasota, FL before relocating to Brandon, FL in 2018. Business officially licensed in February of 2019.-Provided outstanding and consistent cleaning services. -Marketed online using Care.com, HomeAdvisor, Facebook and the Nextdoor phone application.-Set comparable rates to those in my area. -Purchased and kept track of inventory..

2017 - Feb 2022

Customer Service Representative

Sun Country Cleaners

Tampa, Florida, United States

-Used SPOT software program to enter in new customer information and inform customers of prices, pickup dates, and cleaning processes.-Accurately and respectively barcoded each item and placed garments in proper transport bags to be sent to plant for processing using attention to detail.-Handled customer issues and communicated with main office regarding.

Jun 2020 - Aug 2021

Inventory Control Specialist

Everest Parts Supplies

Sarasota, Florida, United States

-Maintained and kept organized a medium sized warehouse. -Stocked new inventory-Tracked and labeled inventory through a computerized scanning system. Used platforms: Stitch Labs and ShipStation.-Assessed the flow and accuracy of inventory operations and reported any issues with recommendation to my superiors.-Acquired the general knowledge of small engine.

Dec 2016 - Jun 2017

Owner/Personal Trainer

Get Active Personal Training

Sarasota, Florida, United States

-Obtained Fitness Trainer Certification in September of 2013 through the International Sports Sciences Association. Received CPR/First Aid/AED certification in May of 2013.-Started business and discovered clients who then referred me to their friends and family.-Designed client-specific exercise plans catering to their goals and needs.-Constructed all the.

2014 - 2017 ~3 yrs

Sports Assistant

Sarasota Family Ymca

Sarasota, Florida, United States

Opportunity began as externship for associate's degree then I was hired on part time. Duties: -Assisted the athletics director in setting up children's sports programs. -Schedule planning, team assignments, and supervised practices and tournaments. -Coached and refereed soccer for kids ages 3-14.-Helped organize and supervise recreational activities for.

Jan 2014 - Dec 2014
Team & coworkers

Colleagues at Walser Wealth Management

Other employees you can reach at walserwealth.com. View company contacts for 33 employees →

E( Elizabeth (Lanny) Rogers Elizabeth (Lanny) Rogers Colleague at Walser Wealth Management Tampa, Florida, United States, United States View → SS Shannon Stophel, Cfp® Shannon Stophel, Cfp® Colleague at Walser Wealth Management Greater Tampa Bay Area, United States View → MJ Melissa Johnson Melissa Johnson Colleague at Walser Wealth Management Riverview, Florida, United States, United States View → GJ Gabriel Jung Gabriel Jung Colleague at Walser Wealth Management Tampa, Florida, United States, United States View → LO Lucy Ortiz Lucy Ortiz Colleague at Walser Wealth Management Tampa, Florida, United States, United States View → JA Julia Allen Julia Allen Colleague at Walser Wealth Management Tampa, Florida, United States, United States View → CD Caitlin Dubois Caitlin Dubois Colleague at Walser Wealth Management Tampa, Florida, United States, United States View → CW Carson Wolf Carson Wolf Colleague at Walser Wealth Management St Petersburg, Florida, United States, United States View → SW Samantha Ward Samantha Ward Colleague at Walser Wealth Management Tampa, Florida, United States, United States View → JB Julie Brown Julie Brown Colleague at Walser Wealth Management Greater Tampa Bay Area, United States View →
2 education records

Rachel Davis education

Associate Of Science - As, Sports Medicine And Fitness Technology

Keiser University

Graduated with Honors

FAQ

Frequently asked questions about Rachel Davis

Quick answers generated from the profile data available on this page.

What company does Rachel Davis work for?

Rachel Davis works for Walser Wealth Management.

What is Rachel Davis's role at Walser Wealth Management?

Rachel Davis is listed as Qualifications Specialist and New Business Associate at Walser Wealth Management.

Where is Rachel Davis based?

Rachel Davis is based in Greater Tampa Bay Area, United States, United States while working with Walser Wealth Management.

What companies has Rachel Davis worked for?

Rachel Davis has worked for Walser Wealth Management, Ag Metrics Group (Formerly Pacific Ag Group), Make It Clean Central Fl, Llc, Sun Country Cleaners, and Everest Parts Supplies.

Who are Rachel Davis's colleagues at Walser Wealth Management?

Rachel Davis's colleagues at Walser Wealth Management include Elizabeth (Lanny) Rogers, Shannon Stophel, Cfp®, Melissa Johnson, Gabriel Jung, and Lucy Ortiz.

How can I contact Rachel Davis?

You can use AeroLeads to view verified contact signals for Rachel Davis at Walser Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Rachel Davis attend?

Rachel Davis holds Bachelor Of Applied Science - Bsas, Leadership Studies from University Of South Florida.

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