Felix Davidson Email & Phone Number
Board Member @ Surfin Meta Digital Technologies
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Felix Davidson Location
- Omaha, NE, US
Felix Davidson Work
- Board Member @ (May 2023 - Present)
- Investor @ (June 2022 - Present)
- Board Member @ (January 2019 - April 2025)
- Chief Operating Officer @ (April 2019 - March 2022)
- Managing Director - Wealth Management Operations @ J.P. Morgan Securities LLC (July 2016 - July 2019)
- Chief Operating Officer @ (February 2015 - January 2016)
- President TD Ameritrade Clearing Inc. @ (January 2007 - February 2015)
- Managing Director, Investor Services @ (January 2002 - January 2007)
- Director - Operations @ (January 1998 - January 2002)
- Board of Directors @ The Options Clearing Corporation (OCC) (January 2013 - January 2015)
- Captain @ (January 1992 - January 1998)
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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