Gregg Davidson's Location
Newport Beach, CA, US
Gregg Davidson's Work
- Private Client Advisor @ Bank of America
- Vice President @ Bank of America Merrill Lynch
- Officer, Investment Specialist @ Bank of America Merrill Lynch
- Business Development @ The Knoke Group
- Financial Advisor @ Edward Jones
- Senior Financial Analyst @ FocusPoint Private Capital Group
- Senior Client Service Representative @ FocusPoint Private Capital Group
- Club Administrator @ Dana West Yacht Club, Inc
Gregg Davidson's Education
- Concordia University-Irvine
Master of Business Administration (MBA) (Finance)
2009 - 2010 - Concordia University-Irvine
Bachelor of Business Administration (B.B.A.) (Business Administration and Management)
2005 - 2009 - San Clemente High School2002 - 2005
- Concordia University Irvine
Master of Business Administration - MBA (Finance)
Gregg Davidson's Skills
- Financial Analysis
- Portfolio Management
- Financial Reporting
- Banking
- Microsoft Office
- Budgets
- Microsoft Excel
- Customer Service
- Strategic Planning
- Process Improvement
Gregg Davidson's Summary
Gregg Davidson, based in Newport Beach, CA, US, is currently a Private Client Advisor at Bank of America Private Bank, bringing experience from previous roles at Bank of America Merrill Lynch, The Knoke Group and Edward Jones. Gregg Davidson holds a 2009 - 2010 Master of Business Administration (MBA) in Finance @ Concordia University-Irvine. With a robust skill set that includes Financial Analysis, Portfolio Management, Financial Reporting, Banking, Microsoft Office and more, Gregg Davidson contributes valuable insights to the industry. Gregg Davidson has 1 email on RocketReach.
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