Jonathan Davis, MBA

Experience

• 

  Baylor University

  Jul 2015 - Aug 2017

  Scott Drew Basketball Camp• Communicated with coaches and campers about camp plans and games.• Developed program lesson plans and related drill activities.• Organized and directed camp competitions and activities with campers.• Maintained optimum levels and working condition of sports equipment.• Attended team meetings for new ideas and camp procedures.• Coordinated time and schedule of camp on daily basis with parents. • Assisted coaching staff with player development, daily practice, and scouting reports.• Responsible for team gear, uniforms, film room set-up, and other behind-the-scene requirements.• Attended and prepared equipment for daily practices, home games, and away games.

  • Coach/Instructor

    Jul 2015 - Aug 2017

  • Student Manager

    Jul 2015 - Nov 2015
• 

  Baylor Men's Basketball

  Nov 2015 - Jul 2018

  Student Athlete

  • Committed approximately 35 hours per week to training, practicing, and lifting weights.• Devoted countless hours to studying playbooks, watching film, traveling and playing in games while maintaining a full course load.• Developed concentration, strong work ethic and perseverance to meet personal and team goals.

• 

  Philip M. Dorr Endowed Investment Fund

  Jan 2018 - May 2018

  Investment Analyst

  Philip M. Dorr Endowed Investment Fund• Managed Health Care sector of $8.7 million fund through securities research, valuation techniques, and asset allocation strategies. • Researched and developed individual stock recommendations based on fundamental analysis and the evaluation of economic, industry, and firm data.• Communicated and presented research results and made recommendations to fellow analysts, directors, and private investors.

• 

  Azusa Pacific Men's Basketball

  Jul 2018 - May 2019

  Student Athlete

  • Dedicated my time at Azusa Pacific to leading younger players to be more competitive, work harder, and pursue righteousness and integrity as men on and off the court.• Committed approximately 35 hours per week to training, practicing, and lifting weights.• Developed concentration, strong work ethic and perseverance to meet personal and team goals.

• 

  10_52 Strategic Advisors

  Jul 2019 - Mar 2020

  Strategic Consultant

  • Create complex financial models for valuation, operation, and strategic planning purposes.• Serve clients by creatively helping to achieve their financial and investment goals. • Lead facilitation of market interviews and survey data collection processes.• Transform objective and subjective data in order to showcase the explanation for our recommendations to clients.

• 

  Charles Schwab

  Mar 2020 - now

  Series 3 Licensed (National Commodities Futures) Fully Licensed Stockbroker (SIE, Series 7, and Series 63)

  • Vice President | Financial Consultant

    Dec 2023 - now

  • Manager, Derivatives Trading

    Sept 2023 - Dec 2023

  • Sr. Derivatives Trading Specialist

    May 2021 - Oct 2023

  • Stockbroker

    Mar 2020 - May 2021