Bob Davis Email & Phone Number
Vice President and Portfolio Manager @ R.M. Davis
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Bob Davis Location
- Portland, ME, US
Bob Davis Work
- 2017 -now Vice President and Portfolio Manager @
- 2013 -2017 Relationship Manager @ H M Payson & Co
- 2009 -2013 Senior Vice President, Private Bank @
- 2005 -2009 SVP, Business Banking Team Leader @
- 1998 -2005 Vice President Business Banking Relationship Manager @
Bob Davis Education
- Merrimack College
(Certificate of Advanced Study in Financial Planning)
2008-2009 - Elmira College
BS (Business Administration)
1985-1989 - Hebron Academy 1983-1985
Bob Davis Skills
- Credit
- Credit Analysis
- Cash Management
- Investment Management
- Investment Advisory
- Estate Planning
- Portfolio Management
- Wealth Management
- Certified Financial Planner
- Personal Financial Planning
- Professional Portfolio Management
- Microsoft Office
- Project Management
- Microsoft Excel
- Risk Management
- Marketing
- Training
- Team Leadership
Bob Davis Summary
- Bob Davis, based in Portland, ME, US, is currently a Vice President and Portfolio Manager at R. M. Davis. Bob Davis brings experience from previous roles at H M Payson & Co, KeyBank and Key Bank. Bob Davis holds a 2008 - 2009 Merrimack College. With a robust skill set that includes Credit, Credit Analysis, Cash Management, Investment Management, Investment Advisory and more. Bob Davis has 2 emails and 2 mobile phone numbers on RocketReach.
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