Gerard Davis Email & Phone Number
Vice President, Financial Consultant @ Fidelity Investments
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Gerard Davis Location
- Boston, Massachusetts, United States
Gerard Davis Work
- 2022 -now Vice President, Financial Consultant @
- 2019 -2022 Financial Consultant @
- 2017 -2019 Investment Solutions Consultant, Managed Accounts @
- 2016 -2017 Brokerage Consultant @
- 2014 -2015 Retirement Relationship Manager @
- 2013 -2014 Retirement Solutions Representative @
- 2012 -2013 Financial Representative Licensed - International Equity Trader @
- 2011 -2012 Defined Contribution Representative Ii @
Gerard Davis Education
- Suffolk University
Master Of Business Administration
2016-2018 - Suffolk University
Bachelor Of Science In Business Administration (Finance)
2008-2011 - Suffolk University
(Business)
Gerard Davis Skills
- Microsoft Office
- Series 63
- Microsoft Word
- PowerPoint
- Research
- Microsoft Excel
- Real Estate
- Finance
- Series 66
- Customer Service
- Series 7
- Sales
- Mutual Funds
- Outlook
Gerard Davis Summary
- Gerard Davis, based in Boston, Massachusetts, United States, is currently a Vice President, Financial Consultant at Fidelity Investments. Gerard Davis brings experience from previous roles at Fidelity Investments. Gerard Davis holds a 2016 - 2018 Master Of Business Administration @ Suffolk University. With a robust skill set that includes Microsoft Office, Series 63, Microsoft Word, PowerPoint, Research and more. Gerard Davis has 3 emails and 1 mobile phone numbers on RocketReach.
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