TJ

Davis

**** *******

Ln

Plano,

TX

*****

acr2dc@r.postjobfree.com

SUMMARY

OF

QUALIFICATION

• 3

years

of

experience

creating

financial

models

using

Microsoft

Excel

• 2

years

experience

using

Microsoft

Access,

Salesforce

CRM,

and

SQL

• Successfully

solved

problems

in

productivity,

sales,

and

business

processes

at

multiple

financial firms

PROFESSIONAL

EXPERIENCE

TD

Ameritrade

Financial

Associate

October

2014- Present

• Execute

complex,

high- dollar

stock,

option,

and

mutual

fund

transactions.

Create

probability analysis

models

on

clients’

trading

strategies,

in

order

to

assess

financial

risk

for

both

the

firm and

for

clients.

Educate

new

investors

on

basic

stock

market

functions,

and

find

new

business leads

for

our

investment

consultants.

Stay

up

to

date

on

market

news

and

economic

conditions. Fidelity

Investments

Financial

Representative

May

2013- May

2014

• Traded

stocks,

mutual

funds,

options,

and

fixed- income

products

for

retail

clients.

Performed banking

functions,

including

bank

wires

and

IRA

distributions.

Provided

clients

with

tax

and investment

guidance.

Created

learning

materials

for

internal

use

outlining

IRS

tax

code,

in

order to

ensure

that

my

teammates

stayed

in

compliance

with

IRS

regulations. The

Jenkins

Agency,

Inc.

Executive

Intern

August

2012- May

2013

• Started

an

automated

system

of

importing

client

information

from

commercial

insurance databases

into

the

Jenkins

Agency’s

servers,

which

ultimately

saved

the

firm

5

hours

of

labor

per week.

Created

financial

models

to

project

future

revenue

estimates

based

on

various

business conditions,

and

reported

directly

to

the

CFO.

Assisted

with

the

day- to- day

administrative functions,

including

data

entry,

and

processing

new

insurance

policies

and

renewals. EDUCATION

University

of

North

Texas

Bachelor

of

Business

Administration,

Major:

Finance August

2009-

May

2013

HONORS

&

ACHEIVEMENTS

• TD

Ameritrade

Presidents

Club

(The

top

performing

15%

of

brokers)

for

3

consecutive

quarters

• UNT

Honors

College

• Vice

President

of

Finance-

Delta

Sigma

Pi

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