Evan Davis Email & Phone Number
Senior Vice President, Head of Business Strategy
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Evan Davis Location
- Lutherville-Timonium, MD, US
Evan Davis Work
- 2021 -now Senior Vice President, Head of Business Strategy @ Franklin Equity Group (Specialist Investment Manager within Franklin Templeton)
- 2019 -2021 Head of RIA and Bank Trust Field Sales @
- 2016 -2019 Director, National Accounts @
- 2012 -2016 National Sales Manager - Independant and Regional Broker Dealer @
- 2005 -2012 Director - Wealth Management @
- 1995 -1998 Retirment Plan Services @
Evan Davis Education
- Randolph-Macon College
Bachelor's degree (English Language and Literature, General)
1990-1994
Evan Davis Skills
- Separately Managed Accounts
- Fixed Income
- Asset Allocation
- ETFs
- Alternative Investments
- Investment Strategies
- Series 24
- Investments
- Retirement Planning
- Mutual Funds
- Wealth Management
- Series 7
- Equities
- Series 63
- Series 65
- FINRA
- Investment Management
- Investment Advisory
- Portfolio Management
- Customer Service
- Leadership
- Sales
- Sales Manager
Evan Davis Summary
- Evan Davis, based in Lutherville-Timonium, MD, US, is currently a Senior Vice President, Head of Business Strategy at Franklin Equity Group (Specialist Investment Manager within Franklin Templeton). Evan Davis brings experience from previous roles at Legg Mason (Acquired by Franklin Templeton) and Legg Mason. Evan Davis holds a 1990 - 1994 Bachelor's degree in English Language and Literature, General @ Randolph-Macon College. With a robust skill set that includes Separately Managed Accounts, Fixed Income, Asset Allocation, ETFs, Alternative Investments and more. Evan Davis has 1 emails and 1 mobile phone numbers on RocketReach.
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