Holly Davis Email & Phone Number
Founder and Financial Planner @ Alta Via Financial Planning LLC
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Holly Davis Location
- Seattle, WA, US
Holly Davis Work
- Founder and Financial Planner @ (August 2023 - Present)
- Financial Planner @ (July 2020 - January 2023)
- Financial Planner @ (July 2015 - July 2020)
- Paraplanner @ (April 2014 - July 2015)
- Accounting Manager @ (July 2011 - June 2014)
- Consultant @ (April 2010 - September 2010)
- Revenue Accounting Manager, Department of Housing and Food Services @ (December 2008 - March 2010)
- Revenue Operations Manager @ (October 2007 - December 2008)
- Accounting Manager @ (January 2003 - January 2006)
- Sr. Associate @ (January 1997 - January 2000)
Holly Davis Education
- University of Washington - Michael G. Foster School of Business 1992-1997
- Kaplan CFP® Exam Program
Holly Davis Skills
- Sales
- Software Industry
- Public Speaking
- Investments
Holly Davis Summary
- Holly Davis, based in Seattle, WA, US, is currently a Founder and Financial Planner at Alta Via Financial Planning LLC. Holly Davis brings experience from previous roles at Arrivity Financial Planning (formerly Goddard Financial Planning) and RealNetworks. Holly Davis holds a 1992 - 1997 University of Washington - Michael G. Foster School of Business. With a robust skill set that includes Sales, Software Industry, Public Speaking, Investments and more. Holly Davis has 2 emails and 2 mobile phone numbers on RocketReach.
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