Gary Davis Email & Phone Number
Senior Vice President, Financial Services Compliance and Regulation @ Kroll
Gary Davis's Location
New Jersey, United States
Gary Davis's Work
- Senior Vice President, Financial Services Compliance and Regulation @ Kroll
- Chief Operating Officer @ Satovsky Asset Management, LLC
- Chief Operating Officer, Chief Compliance Officer @ Gitterman Wealth Management, LLC
- Vice President, Practice Management @ MarketCounsel Consulting
- President and Founder @ Beneficial Concepts Group, LLC
- Operations and Compliance Manager @ Comprehensive Investment Solutions®, LLC
- Chief Compliance Officer and Manager of Investment Services @ Zdenek Financial Planning, Inc
- Operations and Training Manager @ Conseco Securities Inc
- Financial Planning Analyst @ The Windsor Group LTD
- Account Executive @ Prudential Investments
Gary Davis's Education
- Keller Graduate School of Management
Masters of Science (Accouting and Financial Management)
- Purdue University
Bachelors of Science (Financial Planning)
Gary Davis's Skills
- Money Managers
- Wealth Management
- Sales
- Clearing
- Reports
- Marketing Strategy
- Detail Oriented
- Training
- 403 b
- Software
Gary Davis's Summary
Gary Davis, based in New Jersey, United States, is currently a Senior Vice President, Financial Services Compliance and Regulation at Kroll, bringing experience from previous roles at Satovsky Asset Management, LLC, Gitterman Wealth Management, LLC, MarketCounsel and Beneficial Concepts Group, LLC. Gary Davis holds a Masters of Science in Accouting and Financial Management @ Keller Graduate School of Management. With a robust skill set that includes Money Managers, Wealth Management, Sales, Clearing, Reports and more, Gary Davis contributes valuable insights to the industry. Gary Davis has 3 emails on RocketReach.
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