Brett Davidson Email & Phone Number
Vice President, Portfolio Manager @ BNY Wealth
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Brett Davidson Location
- Newport Beach, CA, US
Brett Davidson Work
- 2026 -now Vice President, Portfolio Manager @
- 2021 -2026 Associate Wealth Manager @
- 2021 -2021 Advisory Investment Specialist @
- 2021 -2021 Wealth Planning Specialist @
- 2019 -2021 Financial Advisor @
- 2019 -2019 Training Financial Advisor @
- 2016 -2018 Server @
- 2018 -2018 Financial Services Intern @
- 2017 -2018 Eminent Treasurer @
- 2016 -2016 Sales Representative @
- 2013 -2015 Dining Room Busser @
Brett Davidson Education
- University of Colorado Boulder
Bachelor's degree (Economics)
2015-2018
Brett Davidson Summary
- Brett Davidson, based in Newport Beach, CA, US, is currently a Vice President, Portfolio Manager at BNY Wealth. Brett Davidson brings experience from previous roles at BNY Wealth and UBS. Brett Davidson holds a 2015 - 2018 Bachelor's degree in Economics @ University of Colorado Boulder. Brett Davidson has 1 emails and 1 mobile phone numbers on RocketReach.
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