Finance Professional · Boca Raton, FL

David Bills

Financial Analyst & Data-Driven Decision Maker

Finance BBA candidate at Florida Atlantic University graduating May 2026. Experienced across financial services, operations, and client strategy — turning data into clear insights and better decisions.

View Experience → Get In Touch
$80M
AUM Growth at Schwab
$137K+
Raised for Charity
20%
Production Increase
David Bills
Microsoft Excel Power BI Financial Modeling Financial Analysis Data Analysis FP&A Financial Reporting CRM Systems Investment Analysis Market Research SIE Certified FL 2-15 License
What I Bring

A Multi-Industry Foundation
Built for Finance

📊
Financial Services

Supported brokerage account servicing at Charles Schwab, collaborating with licensed advisors and ensuring regulatory compliance while helping grow branch AUM by $80M.

⚙️
Operations & Analytics

Digitized and streamlined business operations at Palm Beach Watch & Diamond Co., building a CRM and invoicing system that boosted production efficiency by 20%.

🤝
Client Strategy

Proven track record managing high-value client relationships across financial services, luxury retail, and sales — always focused on long-term value and trust.