Sheldon Davis

About Sheldon Davis

Experienced Account Executive with a knack for creative solutions, infectious strong work ethic. and excellent communication skills. Proven record of growing new business portfolios and developing strong partnerships through efficient solutions. My passion is to make things easier for the consumer.Highly versatile and experienced Corporate Disc Jockey! Let\'s take your event and make it an EXPERIENCE!

Experience

1. Retirement Plan Specialist

   Great Gray Trust Company

   Sep 2024 — Present

   As a Qualified Plan Strategist at Great Gray Trust Company, I champion the growth and understanding of Collective Investment Trusts (CITs) across the large-market defined contribution landscape. Covering Texas, Missouri, Louisiana, Arkansas, Kansas, and Oklahoma, I work closely with leading advisory teams to deliver institutional-quality investment solutions that drive efficiency, strengthen fiduciary oversight, and enhance participant outcomes- Serve as a trusted advisor and educator to financial professionals, helping them navigate the evolving role of CITs in modern plan design and investment strategy- Collaborate with recordkeepers and asset managers to align distribution efforts, deepen DC relationships, and position Great Gray’s sub-advised CIT lineup as a strategic solution for large plans- Provide engaging insights on plan design innovation, investment menu architecture, and the regulatory landscape shaping the future of defined contribution plans- Support Great Gray’s commitment to simplifying the advisor experience through tools like boardingpass™, a streamlined digital platform that enhances plan onboarding and CIT accessibility.I’m passionate about building meaningful partnerships that move the retirement industry forward - empowering advisors, consultants, and institutions to deliver smarter, more sustainable retirement outcomes.Let’s connect and explore how we can elevate the future of retirement together.

Education

• Bentley University

  Bachelor of Applied Science (BASc), Corporate Leadership Management

  2013 — 2017

Skills

• Management Accounting
• Research
• Quickbooks
• Financial Accounting
• Diversity & Inclusion
• Ms Excel Pivot Tables
• Customer Service
• Corporate Finance
• Xml
• Html 5
• Management
• Leadership
• Bloomberg
• Public Speaking
• Project Management
• Microsoft Word
• Outlook
• Peachtree
• Microsoft Office
• Sales
• Recruiting