Bill Davis Email & Phone Number
Director Oyster Consulting LLC @ Oyster Consulting, LLC
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Bill Davis Location
- Glen Allen, VA, US
Bill Davis Work
- 2020 - now Director Oyster Consulting LLC @
- 2017 - 2020 Vice President Mutual Fund Operations @
- 2011 - 2020 Principal Fianancial Associates @
- 2013 - 2016 Vice President @
- 2011 - 2013 Associate Director @
- 2008 - 2011 Managing Director , SVP @
- 1997 - 2008 Managing Director Packaged Products @
Bill Davis Education
- Virginia Commonwealth University
Executive Management Program
2000 - 2003 - Highland Springs High School
- Virginia Commonwealth University
- Finra
(Brokerage Lincenses)
- The Wharton School
SII Program leadership certification (Business)
Bill Davis Skills
- Mutual Funds
- Securities
- Series 7
- Wealth Management
- Equities
- Risk Management
- Financial Services
- FINRA
- Hedge Funds
- Asset Allocation
- Asset Managment
- Trading
- Banking
- Alternative Investments
- Series 63
- Investment Advisory
- Fixed Income
- Series 6
- Portfolio Management
- Series 24
- Fixed Annuities
- Capital Markets
- Investments
- ETFs
- Options
- Private Equity
- Investment Strategies
- Separately Managed Accounts
- Retirement Planning
- Bonds
- Back Office
- Financial Markets
- 401k
- AML
- Credit
- Uniform Combined State Law
- Bloomberg
- Investment Management
- Retirement
- Strategic Financial Planning
- Financial Modeling
- Insurance
- FX Options
- Equity Trading
- Series 65
- Derivatives
- Financial Advisory
- Valuation
- Prime Brokerage
- Financial Analysis
- Program Management
- Strategy
- Microsoft Office
- Business Development
- Website Development
- New Business Development
- Sales
- Start Ups
- Asset Management
- Product Management
- Customer Service
- Sales Management
- Business Strategy
- Product Marketing
- Product Development
- Sales Operations
- Selling
- Marketing
- Marketing Strategy
- Management
- Team Building
- Strategic Planning
- Healthcare
Bill Davis Summary
- Bill Davis, based in Glen Allen, VA, US, is currently a Director Oyster Consulting LLC at Oyster Consulting, LLC. Bill Davis brings experience from previous roles at Wells Fargo Advisors, Folio Investing and Oyster Consulting, LLC. Bill Davis holds a 2000 - 2003 Executive Management Program @ Virginia Commonwealth University. With a robust skill set that includes Mutual Funds, Securities, Series 7, Wealth Management, Equities and more. Bill Davis has 3 emails and 4 mobile phone numbers on RocketReach.
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Top Oyster Consulting, LLC Employees
Bob Mooney
Senior Managing Director
Richmond, VA, US
Rob Hall
Founding Principal and Managing Director
Glen Allen, VA, US
Jay Donlin
Managing Director
Richmond, VA, US
Andrew Haines
Accounting Controller
Richmond, VA, US
Lisa Robinson
Managing Director
Emerson, NJ, US
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