Robert Davis
Investor Relations at RADD Companies
- Role
- Investor Relations Specialist at Radd Companies
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Robert Davis
I\'m a self motivated individual with desire to maximize my potential in a successful and…
Experience
Investor Relations Specialist
Apr 2022 — Present · Tampa, FL, US
Retirement Specialist Lead assisting manage a small team in developing and delivering training initiatives, overseeing tax deferred investments, increase revenue and developing procedures.Assist with large request from shareholders, overseeing onboarding, exceptional due diligence, reporting, capital raising, compliance and assisting with ongoing projects.Improve shareholder experiences by engaging in continuous improvement with strategic partners yielding accelerated time frames and white glove investment processing solutions.Supporting cross functional teams in problem solving, project management, implementing new procedures, and enhancing shareholder communications.Preparation of peer reports and tracking key performance metrics for senior management and Board of Directors.Perform other duties as assigned
Education
University of Memphis
Bachelor of Arts - BA, Communication, General
2013 — 2016
University of South Florida
Bachelor of Arts - BA, Communication, General
2018 — 2019
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