Felix Davidson Email & Phone Number
Board Member @ Surfin Meta Digital Technologies
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Felix Davidson Location
- Omaha, NE, US
Felix Davidson Work
- 2023 -now Board Member @
- 2022 -now Investor @
- 2019 -2025 Board Member @
- 2019 -2022 Chief Operating Officer @
- 2016 -2019 Managing Director - Wealth Management Operations @ J.P. Morgan Securities LLC
- 2015 -2016 Chief Operating Officer @
- 2007 -2015 President TD Ameritrade Clearing Inc. @
- 2013 -2015 Board of Directors @ The Options Clearing Corporation (OCC)
- 2002 -2007 Managing Director, Investor Services @
- 1998 -2002 Director - Operations @
- 1992 -1998 Captain @
Felix Davidson Education
- Univ. of Chicago Booth School of Bus.
Executive Education (Advanced Strategy)
2013-2013 - University of Nebraska-Lincoln 1988-1992
Felix Davidson Skills
- Alternative Investments
- Asset Management
- Accounting
- Call Centers
- Business Analysis
- Change Management
- Corporate Actions
- Credit Risk
- Credit
- Equities
- FINRA
- Financial Services
- Fixed Income
- Integration
- Internal Controls
- Investment Advisory
- Investments
- Leadership
- Management
- Middle Office
- Mutual Funds
- Operational Risk Management
- Options
- Policy
- Portfolio Management
- Process Improvement
- Product Development
- Project Management
- Relationship Management
- Retirement
- Sales
- Securities
- Series 24
- Series 7
- Settlement
- Strategic Financial Planning
- Strategic Partnerships
- Time Management
- Strategy
- Trading
- Vendor Management
- Risk Management
- Series 63
- Public Speaking
- Operations Management
- Customer Service
Felix Davidson Summary
- Felix Davidson, based in Omaha, NE, US, is currently a Board Member at Surfin-Meta. Felix Davidson brings experience from previous roles at DataShield Corporation, Nebraska Environmental Trust, Bridges Trust and J.P. Morgan Securities LLC. Felix Davidson holds a 2013 - 2013 Executive Education in Advanced Strategy @ Univ. of Chicago Booth School of Bus.. With a robust skill set that includes Alternative Investments, Asset Management, Accounting, Call Centers, Business Analysis and more. Felix Davidson has 2 emails and 2 mobile phone numbers on RocketReach.
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Felix Davidson
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