Davina Merrell
Strategic Relationship Manager at Capital Group
- Role
- Strategic Relationship Manager at Capital Group
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Davina Merrell
Professional with over twenty years of experience in sales, software training, investment banking, insurance and finance. Focused on providing strategic solutions to bank and corporate executives, recruiting quality agents and providing securities training to advisors. Demonstrated ability in constructing security instruments, coordinating and implementing offerings within a regional brokerage firm. A highly organized self-starter with excellent communication, problem solving and customer service skills. Accustomed to multi-tasking environments, deadlines and pressure. History of successful interaction with diverse groups, comfortable and effective with professionals at all levels, and adept at calmly resolving conflicts.
Experience
Strategic Relationship Manager
Jan 2024 — Present · Indianapolis, IN, US
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS)
Skills
- Strategic Financial Planning
- Series 79
- Uniform Combined State Law
- Asset Allocation
- Mutual Funds
- Finance
- Series 65
- Asset Management
- Financial Analysis
- Investment Banking
- Securities
- Financial Planning
- Management
- Sales
- Series 7
- Alternative Investments
- Private Equity
- Portfolio Management
- Series 24
- Fixed Income
- Financial Services
- Leadership
- Investment Management
- Business Development
- Wealth Management
- Retirement Planning
- Finra
- Investment Advisory
- Series 63
- Investments
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