Bob Davee Email & Phone Number
Financial Planner @ LPL Financial
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Bob Davee Location
- Portland, OR, US
Bob Davee Work
- 2022 -now Financial Planner @
- 2022 -now Financial Services Professional @ Self-employed
- 2011 -2022 Finanacial Advisor @ VALIC Financial Advisors, Inc.
- 2008 -2009 Board Member (Volunteer) @ Land Trust for Tennessee
- 2006 -2009 Senior Vice President @
- 2003 -2005 Senior Sales Director @
- 2001 -2002 Channel Sales Manager Private Bank @
- 1996 -2002 Nations Funds- Director of Institutional Sales @
- 1992 -1996 VP Institutional Asset Managment @ Lehman Brothers
Bob Davee Education
- University of Georgia - Terry College of Business
(Financial Planning Certificate Program)
2013-2014 - Northwestern University - Kellogg School of Management
MBA (Marketing, Finance)
- Indiana University - Kelley School of Business
BS (Finance with Honors)
Bob Davee Summary
- Bob Davee, based in Portland, OR, US, is currently a Financial Planner at LPL Financial. Bob Davee brings experience from previous roles at Self-employed, VALIC Financial Advisors, Inc., Land Trust for Tennessee and U.S. Trust, Bank of America Private Wealth Management. Bob Davee holds a 2013 - 2014 University of Georgia - Terry College of Business. Bob Davee has 2 emails and 2 mobile phone numbers on RocketReach.
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