Shan Davis Email and Phone Number
Hi, I'm Shan. I'm friendly say hi :) As a seasoned business consultant with over 10 years in business banking, I thrive on helping entrepreneurs and businesses reach their full potential. For the past four years, I've served as a Small Business Banker at Bank of America, where I’ve been instrumental in driving growth and building strong client relationships. My passion lies in empowering business owners to succeed, and I take pride in being both a high achiever and a friendly advisor.I wear many hats: As a public speaker, I regularly teach about entrepreneurship, business development, business credit and business lending. As a mentor, I am passionate about sharing the knowledge I've learned with those who come after me. Beyond my professional life, I’m dedicated to volunteering at animal shelters and vet hospitals, where I give back to my community. I also have a passion for travel and exploring new cultures, which fuels my creativity and understanding of diverse markets.As an author of books on business success, I enjoy sharing insights and strategies that help others thrive in their careers. Now, I’m eager to transition into a management consultant role, where I can leverage my skills in strategic growth, client management, and problem-solving to make a broader impact.I’m excited about connecting with like-minded professionals and exploring new opportunities to contribute to innovative projects. Let’s connect and see how we can collaborate to drive success!
Bank Of America
View- Website:
- bankofamerica.com
- Employees:
- 250057
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Small Business Banker, Vice PresidentBank Of America Feb 2020 - PresentChicago, Illinois, United StatesAs a dedicated Business Consultant with over a decade of experience in business banking, I consistently drive results by exceeding credit goals and fostering strong client relationships. At Bank of America, I managed a portfolio of C-suite executives with annual sales of up to $50M.Passionate about community engagement, speaking at business expos to enhance visibility and strength connections.My success stories:A surgeon in the community approached me seeking assistance… Show more As a dedicated Business Consultant with over a decade of experience in business banking, I consistently drive results by exceeding credit goals and fostering strong client relationships. At Bank of America, I managed a portfolio of C-suite executives with annual sales of up to $50M.Passionate about community engagement, speaking at business expos to enhance visibility and strength connections.My success stories:A surgeon in the community approached me seeking assistance with refinancing an existing $650,000 equipment loan for their surgical center. The original loan carried a high-interest rate, which was becoming a significant financial burden. After conducting a thorough financial analysis and exploring current market options, I successfully refinanced the loan at a much lower interest rate. This restructuring saved them approximately $50,000 in interest payments over the loan term. The reduced financial strain allowed the surgical center to invest more in advanced equipment and patient care, enhancing their service offerings and operational efficiency.During a challenging economic downturn, a retail store owner faced declining sales and cash flow issues. After a thorough financial analysis and strategic planning discussions, we developed a restructuring plan and secured a $150,000 line of credit. This stabilized their cash flow and supported operational improvements. With targeted marketing efforts and operational adjustments, the store not only recovered but also saw a 20% increase in sales year-over-year, achieving sustainable growth.One of my clients, a tech startup founder, approached me seeking $500,000 in funding to scale their operations. After carefully reviewing their business plan and financials, I helped them secure a loan of $550,000. This enabled them to expand their team from 5 to 15 employees and develop new product features. Today, they've doubled their customer base and are on track for another round of funding. Show less -
Small Business ConsultantShe Consults Enterprises Jan 2018 - Feb 2022Chicago, Illinois, United StatesWith a passion for empowering business owners, I’ve successfully guided over 500 clients in developing comprehensive strategies, achieving a 90% success rate in business plan implementation and growth. I helped startups with legal compliance and enhancing financial literacy by educating clients on business credit and lending expectations. I improved organizational structure for over 100 businesses.Success Stories: Marketing Strategy Overhaul: Helped a small boutique retail store… Show more With a passion for empowering business owners, I’ve successfully guided over 500 clients in developing comprehensive strategies, achieving a 90% success rate in business plan implementation and growth. I helped startups with legal compliance and enhancing financial literacy by educating clients on business credit and lending expectations. I improved organizational structure for over 100 businesses.Success Stories: Marketing Strategy Overhaul: Helped a small boutique retail store struggling with stagnant sales and inconsistent foot traffic. Through detailed market analysis and customer insights, I developed a comprehensive marketing strategy focusing on digital engagement and community events. Within six months of implementing our recommendations, the store saw a 40% increase in foot traffic and a 25% rise in sales, establishing a stronger local presence and customer loyalty.Operational Efficiency Improvement: A local manufacturing startup engaged wanted to streamline their production processes and reduce operational costs. Through operational audits and process optimization, I identified key inefficiencies and implemented lean manufacturing principles. As a result, the company achieved a 30% reduction in production costs and improved delivery timelines by 20%, enhancing their competitiveness in the market and paving the way for sustainable growth."Financial Performance Enhancement: A family-owned restaurant chain sought financial guidance to navigate a challenging economic environment and improve profitability. I conducted a thorough financial analysis, identified cost-saving opportunities, and implemented robust financial management practices. Within a year, the restaurant chain reduced operating expenses by 15%, increased profit margins by 12%, and successfully secured additional funding for expansion, positioning them for continued success and market expansion. Show less
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Branch Manager, Small Business Specialist, And Relationship BankerChase Jun 2016 - Mar 2020Chicago, Illinois, United StatesAs a dedicated leader with a proven track record in driving business growth and customer satisfaction, I’ve consistently exceeded performance metrics by 25% through effective team development and operational excellence. By fostering a customer-centric culture, I’ve achieved a 95% satisfaction rate and industry recognition.My strategic approach to sales resulted in surpassing targets in credit, mortgage, and treasury sales for three consecutive years, with a 40% increase in branch… Show more As a dedicated leader with a proven track record in driving business growth and customer satisfaction, I’ve consistently exceeded performance metrics by 25% through effective team development and operational excellence. By fostering a customer-centric culture, I’ve achieved a 95% satisfaction rate and industry recognition.My strategic approach to sales resulted in surpassing targets in credit, mortgage, and treasury sales for three consecutive years, with a 40% increase in branch deposits and 35% in investments. I excel in managing high-value client relationships, leading to a 45% growth in accounts and a 60% boost in client loyalty.I’m passionate about community engagement, having developed partnerships that increased market share by 35%. With a focus on strategic planning and execution, I’ve boosted deposits and investments by 35%, while effectively reducing operational risks by 25%.I’m excited to leverage my experience in management consulting roles, where I can continue to empower businesses and foster sustainable growth.Something I'm proud of:During a system outage affecting multiple branches, our branch faced an influx of frustrated customers. Understanding the urgency, I coordinated with regional management and our IT support team to ensure swift resolution and effective communication with customers. Despite the challenges, our branch managed to provide uninterrupted services through alternative channels and proactively kept customers informed. This proactive approach minimized disruptions and earned commendations from regional leadership for exemplary crisis management. Show less -
Academic Advocate & Resident AssistantIndiana State University Apr 2013 - Jun 2016Terre Haute, Indiana, United StatesDuring my time as a Resident Assistant at Indiana State University, I had the privilege of mentoring 175 students, leading workshops that significantly enhanced their academic achievement and retention. Recognized twice as the Academic Peer Advocate (APA) of the Year, I demonstrated outstanding leadership and unwavering support for my peers.By streamlining the onboarding process for new Resident Assistants and APAs, I improved efficiency and team cohesion. My proactive approach to… Show more During my time as a Resident Assistant at Indiana State University, I had the privilege of mentoring 175 students, leading workshops that significantly enhanced their academic achievement and retention. Recognized twice as the Academic Peer Advocate (APA) of the Year, I demonstrated outstanding leadership and unwavering support for my peers.By streamlining the onboarding process for new Resident Assistants and APAs, I improved efficiency and team cohesion. My proactive approach to addressing student issues fostered a positive and supportive community, contributing to a thriving residential environment.This experience not only honed my leadership skills but also deepened my commitment to empowering others, laying the foundation for my future endeavors in management consulting.My success story: As an Academic Peer Advisor at Indiana State University, I had the opportunity to assist a first-year student struggling with time management and study skills. Recognizing her potential but noticing her grades were slipping, I scheduled regular one-on-one sessions to discuss study techniques, time-blocking strategies, and campus resources. We developed a personalized academic plan that included setting realistic goals and breaking down assignments into manageable tasks. Over the semester, her grades steadily improved, and she gained confidence in her ability to balance coursework and extracurricular activities. Seeing her academic turnaround was incredibly rewarding, and it reinforced my passion for guiding and supporting students through their educational journey. Show less -
Financial Advisor InternNorthwestern Mutual Jun 2015 - May 2016Indiana, United StatesIn my role as a Financial Advisor, I successfully prospected and converted 60-80 prospects monthly through targeted cold calling, achieving a remarkable 30% conversion rate. By advising clients on retirement planning, insurance products, and investment opportunities, I boosted client satisfaction by 20% and increased retention by 15%.Managing multiple clients and projects simultaneously, I consistently met daily deadlines, demonstrating strong time-management skills. I provided tailored… Show more In my role as a Financial Advisor, I successfully prospected and converted 60-80 prospects monthly through targeted cold calling, achieving a remarkable 30% conversion rate. By advising clients on retirement planning, insurance products, and investment opportunities, I boosted client satisfaction by 20% and increased retention by 15%.Managing multiple clients and projects simultaneously, I consistently met daily deadlines, demonstrating strong time-management skills. I provided tailored financial advice and well-diversified portfolios to meet each client's unique needs and goals, helping them achieve their current and future financial objectives. My client-focused approach ensured adjustments were made as necessary, fostering lasting relationships and trust.This experience honed my ability to deliver personalized financial solutions, contributing to my passion for empowering clients to reach their financial potential. Show less -
General Manager/AssociateUnited Skates Of America Inc. Jul 2010 - May 2015Chicago, Illinois, United StatesAs General Manager of a family entertainment center, I was promoted within two years due to exceptional performance. I directed daily operations, achieving a 95% customer satisfaction rate. By leading and motivating a team of 15, I optimized workflow and enhanced the guest experience.I developed and executed strategic sales plans, resulting in a 20% increase in annual guest attendance. Under my management, our full-time salesperson drove a 30% growth in event bookings and revenue… Show more As General Manager of a family entertainment center, I was promoted within two years due to exceptional performance. I directed daily operations, achieving a 95% customer satisfaction rate. By leading and motivating a team of 15, I optimized workflow and enhanced the guest experience.I developed and executed strategic sales plans, resulting in a 20% increase in annual guest attendance. Under my management, our full-time salesperson drove a 30% growth in event bookings and revenue. Through effective cost management, I controlled P&L responsibilities, reducing operational costs by 15%.I fostered strong relationships with guests, ensuring a welcoming atmosphere that encouraged repeat business. By promptly resolving guest concerns, I maintained high customer satisfaction levels. This role solidified my commitment to delivering exceptional service and achieving business growth. Show less
Shan Davis Education Details
Frequently Asked Questions about Shan Davis
What company does Shan Davis work for?
Shan Davis works for Bank Of America
What is Shan Davis's role at the current company?
Shan Davis's current role is Experienced Business Consultant | Author | Passionate About Driving Strategic Growth and Innovation | Empowering Entrepreneurs to Unlock Success | Aspiring Management Consultant Seeking New Challenges.
What schools did Shan Davis attend?
Shan Davis attended Indiana State University, Indiana State University.
Who are Shan Davis's colleagues?
Shan Davis's colleagues are Ravi Kalavakuntla, Jessika Kuhle, Gerry Gilchrist, Charlie Liu, Briarly Bonnoitt, Michael C. Innocenti Cfp®,ctfa, Michael Senyard.
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Shan Davis
Executive Director At Board Of Elementary And Secondary EducationBaton Rouge Metropolitan Area -
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Shan Davis
Atlanta Metropolitan Area
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