Bob Davee Location
Portland, OR, US
Bob Davee Work
- 2022 - now Financial Planner @ LPL Financial
- 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 @ U.S. Trust
- 2003 - 2005 Senior Sales Director @ Regions Bank
- 2001 - 2002 Channel Sales Manager Private Bank @ Bank of America
- 1996 - 2002 Nations Funds- Director of Institutional Sales @ Bank of America
- 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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Bob Davee
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