Davis Priester Email & Phone Number
Head of Advisor Engagement and Implementation @ LibertyFi, LLC
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Davis Priester Location
- Birmingham, AL, US
Davis Priester Work
- Head of Advisor Engagement and Implementation @ (January 2025 - Present)
- Senior Consultant @ (November 2017 - January 2025)
- Investment and Business Analyst @ INTL FCStone Inc. (September 2016 - November 2017)
- Investment Analyst @ (August 2013 - June 2016)
- Intern @ (May 2012 - August 2012)
Davis Priester Education
- University of Alabama
Bachelor’s Degree (Business/Commerce, General)
2009-2013
Davis Priester Skills
- Financial Analysis
- Financial Services
- Financial Reporting
- Networking
- Investments
- Portfolio Construction
- Financial Modeling
- Asset Allocation
- Research
- Portfolio Management
- Microsoft Excel
- Customer Service
- Microsoft Office
- Social Media
- Business Analysis
Davis Priester Summary
- Davis Priester, based in Birmingham, AL, US, is currently a Head of Advisor Engagement and Implementation at LibertyFi. Davis Priester brings experience from previous roles at LibertyFi, LLC, INTL FCStone Inc., Stifel Financial Corp. and Sterne Agee. Davis Priester holds a 2009 - 2013 Bachelor’s Degree in Business/Commerce, General @ University of Alabama. With a robust skill set that includes Financial Analysis, Financial Services, Financial Reporting, Networking, Investments and more. Davis Priester has 3 emails and 1 mobile phone numbers on RocketReach.
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