Stephanie Davis Email & Phone Number

FINANCIAL EXPERT, with 17 years of experience and a strong focus in PORTFOLIO TRADE EXECUTION and DAILY OPERATIONS administration. Overall, I am dedicated Financial professional with expertise in investments, performance analysis, risk mitigation, business development, and revenue generation for company growth and client success.Also, I am consistently sought out to spearhead technical projects requiring analysis and collaborative problem solving while working in a fast-paced environment. I am known as being highly-organized, detail-oriented and efficient, and I successfully maintain strong interpersonal skills and excellent written and verbal communication supporting my abilities to multi-task, prioritize, and simultaneously manage multiple projects. Additionally, I am able to independently research and resolve issues with thoughtful responses to clients and key stakeholders. CAREER HIGHLIGHTS:• Provided supervision of firm’s equity and fixed income trading and operations / investment management, up to $1.9B, with firm assets averaging over time $761M under personal supervision; carry fiduciary responsibility delivering high quality service• Achieved low average of 0.0023% assets in trade errors during supervision, 2009 – 2020• Promoted from Support Associate to Management in 2009; joined Executive Team in 2010 as part of quarterly firm projection and planning meetings with Partners, and worked with a positive attitude as last employee in department after downsizingSKILLS AND EXPERTISE: VIP Account ManagementCustomer ServiceProject ManagementIT Point of ContactEquity TradingBlock TradesPerformance VerificationData AnalysisDocumentationAuditingMetrics ReportingResearchAnalysisOperations StrategyOperations PlanningSystem ImplementationsContinuous ImprovementProcess ImprovementProcess AnalysisExpense SavingsComplianceRegulationsPolicies / ProceduresVendor RelationsCustomer SupportCustomer OnboardingAdministrative SkillPresentations Skill

Listed skills include Recruiting, Talent Acquisition, Marketing Strategy, Marketing, and 8 others.