Client Services Project Manager
Resume:
TECH SKILLS
KENNEDY DAVIS
CONT ACT
EDUCA TION
University of Florida
Journalism Communications
Class of 2020
GPA: 3.1
•Microsoft Office Suite
•Adobe Premiere Pro
•Google Suite
•WordPress
•WixSite.
:kennedydavis340
:**********@*****.***
K
D
JOB EXPERIENCE
Client Services Associate Fisher Investments (FI) Jan 11, 2021 - Present Tampa, FL
• Maintaining relationships with high net-worth clients through personal communication in a team-oriented work environment.
• Providing client services to resolve problems and provide additional assistance regarding asset management, updating personal information and establishing ACH links for custodian accounts.
• Managing client securities with financial custodians to provide assistance with IRA distributions, establishing ACH bank links on custodian websites, and updating personal information.
• Coordinating services with internal departments such as portfolio management and sales to complete client requests.
Program Coordinator FACS
Tallahassee, FL May 2017 - Aug. 2018
• Assisted project manager with bacterium research on Legionnaires’ Disease for confidential litigation work.
• Data management for a Legionnaires Disease outbreak in Flint, MI. Data points were needed to document the history of inadequate water quality.
• Conducted a literature review and authored a White Paper regarding mycotoxins and Polyvinyl Chloride.
COMMUNICATION EXPERIENCE
Event Coordinator Event Options
Ft. Lauderdale, FL Sept. - Dec. 2020
Public Relations Intern Axis Training Studio
Gainesville, FL Sept. -Dec. 2020
• 16-week internship in web-based marketing that focused on corporate and social event products for a south-Florida based online event venue directory.
• Developing a third-party to business management network to identify, update, and maintain contact with venue managers and owners.
• Negotiating with numerous event suppliers in South Florida in order to expand inventory offerings and market venues and products to customers.
• Assisting Director of Operations with marketing strategies to help boost client interaction and participation.
• Developing local charity directory for future holiday philanthropic collaborations.
• Editing and creating marketing content for educational and member engagement purposes. Fundraising Campaign Manager Gurlie’s Lemonade & Sweets Tallahassee, FL July 2020
• Created a community-wide fundraising campaign called “The Fried Oreo Fund”. In four days, the campaign reached over three times the desired amount, shared 1,689 times on social media and gained the attention of several local news stations.
• Accounted for all financial and equipment donations through Microsoft Excel.
• Handled the communication between the campaign chair and community by keeping locals updated on the status of the campaign and client’s needs.
CONT ACT
EDUCA TION
University of Florida
Journalism Communications
Class of 2020
GPA: 3.1
TECH SKILLS
•Microsoft Office Suite
•Adobe Premiere Pro
•Google Suite
•WordPress
•WixSite.
K
D
KENNEDY DAVIS
:kennedydavis340
:**********@*****.***
Multimedia Reporter WUFT News
Gainesville, FL Sept. - Dec. 2019
• Spent semester conducting professional interviews with community leaders and commissioners regarding city planning and development.
• Attended weekly pitch meetings to give story updates and personal insight on student work.
• Responsibilities: Editing multimedia content, maintaining a resource directory and pitching stories.
Content Strategy Intern Naylor Publications
Gainesville, FL May - July. 2019
• Worked directly with Naylor’s content department to create quality publications by contributing to editorial planning, content creation, copy editing and proofing using Incopy.
• Curated and collected content for industry publications that is relevant and timely.
• Conducted short interviews and wrote articles, as well as headlines and photo captions.
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