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
- 2025 -now Head of Advisor Engagement and Implementation @
- 2017 -2025 Senior Consultant @
- 2016 -2017 Investment and Business Analyst @ INTL FCStone Inc.
- 2013 -2016 Investment Analyst @
- 2012 -2012 Intern @
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 4 emails and 1 mobile phone numbers on RocketReach.
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