Allen Davidson Email
Associate Wealth Advisor @ Compass Financial Partners
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Allen Davidson Location
- Lake Forest, IL, US
Allen Davidson Work
- Associate Wealth Advisor @ (February 2025 - Present)
- Analyst @ (July 2024 - February 2025)
- Senior Honor Caddie @ Old Elm Club (June 2015 - August 2024)
- Intern @ (March 2023 - October 2023)
- Intern @ (May 2023 - August 2023)
- Commercial Intern @ (June 2022 - August 2022)
- Treasurer @ (August 2021 - December 2021)
- Keybank Client Challenge - First Year Integrated Core @ (August 2020 - December 2020)
- Team Member @ (May 2020 - August 2020)
Allen Davidson Education
- Miami University
Bachelor of Science in Business (Accounting and Finance)
2020-2024 - The Taft School 2017-2020
- The Fessenden School 2016-2017
Allen Davidson Skills
- Communication
- Creative Problem Solving
- Critical Thinking
- Interpersonal Skills
- Leadership
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Teamwork
Allen Davidson Summary
- Allen Davidson, based in Lake Forest, IL, US, is currently a Associate Wealth Advisor at Compass Financial Partners. Allen Davidson brings experience from previous roles at Compass Financial Partners, Old Elm Club and Northwestern Mutual. Allen Davidson holds a 2020 - 2024 Bachelor of Science in Business in Accounting and Finance @ Miami University. With a robust skill set that includes Communication, Creative Problem Solving, Critical Thinking, Interpersonal Skills, Leadership and more. Allen Davidson has 1 emails on RocketReach.
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