
Andrea Davidson
Brokerage

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About me
Director of Corporate Sales & Strategic Partnerships | Leadership & Career Development Consultant
Education

Indiana University Bloomington
-Bachelor of Business Administration - BBA Finance, PsychologyActivities and Societies: Chi Omega Woman's Fraternity, Women in Business, Marketing Club

DePaul University
2012 - 2014Financial Planning Certification
Institute for Integrative Nutrition
2018 -Certified Health Coach
Experience

Raymond James Financial Inc.
May 2006 - Aug 2006BrokerageAssisted brokers and bond trading group.

Accenture
Jul 2007 - Feb 2010Client Financial Management - Financial Analyst
Gresham Partners
Nov 2010 - Oct 2017Investor Relations
Golub Capital
Jun 2018 - May 2019Investor Communications
A Happier Health LLC
Jan 2019 - nowOwnerAndrea’s approach to health and wellness is very personal and specific to each individual she works with. Formed habits, personal beliefs and lifestyle challenges come in many different forms and are most effectively addressed based on individual goals. She digs deep with her clients to provide the most useful tools, insight and feedback to help them achieve their health goals so they can have the energy to thrive in their professional and personal life.Andrea also partners with companies to integrate health and wellness programs into the workplace culture, creating happier, healthier and more productive employees. Show less

American Health & Wellness
Feb 2021 - Jan 2022Wellness Program/Content Strategist & Health CoachManaged creative process for all wellness contentRedesigned and streamlined the structure of wellness program offerings for scalabilityBPI Lead

Ama La Vida
Jan 2022 - nowDirector of Corporate SalesAt Ama La Vida, I lead clients through a comprehensive sales journey, transitioning them from initial discovery to tailored, effective solutions that address their unique needs.I firmly believe that an organization’s strength and impact are driven by its leaders. Often, leaders step into their roles without the necessary preparation and support. To bridge this gap, our leadership development coaching programs equip leaders with the essential tools and resources they need at every career stage.When we partner with an organization, we deeply integrate into their culture, gaining a thorough understanding of their people and dynamics. This allows us to provide strategic guidance that fosters value creation, growth, and transformation. Our goal is to see organizations flourish through empowered and well-supported leadership. Show less
Licenses & Certifications

Certified Financial Planner (CFP)
Certified Financial Planner Board of Standards
Certified Raw Chef
Raw Gourmets InternationalJun 2010
Certified Yoga Instructor
Yoga AllianceApr 2010
Certified Health Coach
Institute for Integrative NutritionJan 2019
Volunteer Experience
Volunteer
Issued by The Salvation Army on Dec 2014
Associated with Andrea DavidsonCommunity Volunteer
Issued by Chicago Cares on May 2013
Associated with Andrea Davidson
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