Betsy Davis Email & Phone Number
First Vice President - Financial Planning Specialist - Financial Advisor
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Betsy Davis Location
- Los Angeles, CA, US
Betsy Davis Work
- 1982 -now First Vice President - Financial Planning Specialist - Financial Advisor @ Morgan Stanley
- 1978 -1982 Stockbroker @ Merrill Lynch
- 1976 -1978 Stockbroker @ Sutro and Co.
Betsy Davis Education
- University of Southern California
MBA (Finance)
1979-1982 - The George Washington University - School of Business
BBA (Marketing)
1971-1973 - Pennsylvania State University 1969-1971
Betsy Davis Skills
- Public Speaking
- Strategic Planning
- Leadership
- Retirement Planning
- Portfolio Management
- Real Estate Economics
- Brokerage
- Finance
- Wealth Management
- Series 7
- Investments
- Mutual Funds
- Asset Allocation
- Investment Advisory
- Equities
- Strategic Financial Planning
- Series 63
- Fixed Income
Betsy Davis Summary
- Betsy Davis, based in Los Angeles, CA, US, is currently a First Vice President - Financial Planning Specialist - Financial Advisor at Morgan Stanley. Betsy Davis brings experience from previous roles at Merrill Lynch and Sutro and Co.. Betsy Davis holds a 1979 - 1982 MBA in Finance @ University of Southern California. With a robust skill set that includes Public Speaking, Strategic Planning, Leadership, Retirement Planning, Portfolio Management and more. Betsy Davis has 1 emails and 1 mobile phone numbers on RocketReach.
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