Davon Lambert

Sr. Advisory - Managed New Accounts at Raymond James Financial (2025-06 – Present)

• Working in COB, Client Center, Ops Portal, Managers Database, and other account tools to set up, fund, and provide clear instructions to our trading team in order for the money managers to accurately trade on client accounts.
• Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.
• Carry out a range of client service activities, including handling client cases and inquiries that are more complex or outside the norm.
• Works effectively to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications.

Customer Service Staff at Publix (2020-07 – 2025-07)

• Collaborated with internal departments to find resolutions and conduct further research on customer accounts.
• Resolving customers' service or billing complaints by exchanging merchandise, refunding money or adjusting receipt totals.
• Responsible for money services such as Western Union, money orders, lottery, and the sales of gift cards.
• Trained new Customer Service Representatives, Cashiers, and Front Service Clerks.
• Responsible for closing the cash office, ensuring all register tills are accounted for and prepared for the next day.

Masters of Business Administration – University of South Florida (2024-08 – 2025-12)

Bachelors of Science in Finance – University of South Florida (2021-05 – 2024-05)

High School Diploma – River Ridge High School (2017-08 – 2021-05)