Carroll Davis - Managing Director Resume Simple
SUMMARY
A highly motivated and results-oriented finance professional with a proven track record of success in financial planning, analysis, and operations. Strong analytical and problem solving skills.
SKILLS
  • valuation, consulting, capital markets, management, real estate
  • customer service, business plan, real estate, and sales, operations, satisfaction, strategy, operating systems
WORK EXPERIENCES
  • 2017-12-252017-12-25

    Managing Director

    La Fitness

    • Responsible for valuation and management of the investment portfolio of over $1 billion in assets. Managed the financial due diligence process for the acquisition of a private equity firm.
    • Worked with the real estate team to develop and implement a new consulting firm for the acquisition of a private equity firm.
    • Created and implemented a new Finance department to ensure the company was compliant with the company's policies and procedures. This included the creation of a new venture capital structure.
    • Responsible for the development of the investment portfolio of the company. Also, the equity, bond, and equity markets.
    • Developed and implemented a new venture capital markets and the investment portfolio. Successfully negotiated a $1.5 million deal with the bank.
    • Develop and implement a new business model for the company. Oversee the development of the annual operating plan. Analyze and report on the financial performance of the company.
  • 2017-12-252017-12-25

    President and Chief Executive Officer

    Cavalry Portfolio Services

    • Manage the operations of the company, including the development of a new business plan, the creation of a new brokerage firm, and the development of a new client base.
    • Led the development of a new business development program that resulted in a successful marketing plan for the company. Developed a communications system to facilitate the maintenance of the client base.
    • Oversaw the development of a new business and maintenance of the company, including the development of a multi-million dollar joint venture, a real estate developer, a private equity firm, and a public company.
    • Responsible for the development of a new product launch and the creation of a new product line. Led the team to develop a web-based application that increased the number of customers and services.
    • Developed and implemented a new customer service strategy and sales team to improve customer satisfaction and profitability. Negotiated and managed a $1.
    • Negotiated and managed a $1.5M contract with a major supplier. This resulted in a 10% reduction in costs.