Relationship Manager @ Atlanta Retirement Partners (April 2014 - January 2021)
Client Services Manager @ (March 2012 - April 2014)
Client Services Consultant @ (October 2006 - March 2012)
Client Services Manager @ American United Life Insurance (AUL) (March 2012 - April 2014)
Client Services Consultant @ American United Life Insurance (AUL) (October 2006 - March 2012)
Benefit Advisor @ (June 2000 - September 2006)
Employee Benefits Service Representative @ New England Financial (September 1998 - May 2000)
Alice Davis Education
University of Georgia - Terry College of Business
BBA (Marketing)
1994-1998
The University of Georgia
BBA (Marketing)
1994-1998
Alice Davis Skills
Employee Benefits
401k
Retirement
Retirement Planning
Client Services
Financial Services
Series 6
Series 63
Insurance
ERISA
CRM
Mutual Funds
FINRA Series 6
Client Retention
Client Relationship Building
Salesforce.com
Alice Davis Summary
Alice Davis, based in Atlanta, GA, US, is currently a Senior Client Relationship Manager at OneDigital. Alice Davis brings experience from previous roles at Atlanta Retirement Partners, OneAmerica and American United Life Insurance (AUL). Alice Davis holds a 1994 - 1998 BBA in Marketing @ University of Georgia - Terry College of Business. With a robust skill set that includes Employee Benefits, 401k, Retirement, Retirement Planning, Client Services and more. Alice Davis has 4 emails and 1 mobile phone numbers on RocketReach.
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