Courtney Davis's Location
Denver, CO, US
Courtney Davis's Work
- Wealth Management Consultant @ Charles Schwab
- Regional Manager-Schwab Private Client Investment Advisory, Inc. @ Charles Schwab
- Senior Financial Planner @ Charles Schwab
- Financial Advisor @ Kummer Financial Strategies, Inc.
- Research Associate @ Janus Henderson Investors
- Assistant Volleyball Coach @ Idaho State University
Courtney Davis's Education
- Idaho State University
Bachelor of Business Administration (Finance)
1993 - 1997
Courtney Davis's Skills
- Asset Allocation
- Wealth Management
- Executive Compensation Planning
- Strategy
- Titling and Beneficiary Designations
- College Planning
- Charitable Giving
Courtney Davis's Summary
Courtney Davis, based in Denver, CO, US, is currently a Wealth Management Consultant at Charles Schwab, bringing experience from previous roles at Charles Schwab, Kummer Financial Strategies and Janus Capital Group. Courtney Davis holds a 1993 - 1997 Bachelor of Business Administration in Finance @ Idaho State University. With a robust skill set that includes Asset Allocation, Wealth Management, Executive Compensation Planning, Strategy, Titling and Beneficiary Designations and more, Courtney Davis contributes valuable insights to the industry. Courtney Davis has 2 emails on RocketReach.
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