Director- Financial Wealth Associate @ (February 2025 - January 2026)
Associate Director @ (February 2023 - February 2025)
Financial Wealth Associate @ (January 2022 - February 2023)
Registered Client Service Associate @ (March 2015 - January 2022)
Group Leader @ (June 2012 - August 2014)
Swim Instructor and Lifeguard @ (June 2008 - August 2014)
Accounting Intern @ DGPW, LLP. (April 2012 - June 2012)
Jacquelyn Davis Education
NYU School of Professional Studies
Certificate in Financial Planning
2021-2021
University of Pittsburgh
BSBA (Finance and Economics)
2010-2014
Byram Hills High School
High School Diploma
2006-2010
Jacquelyn Davis Summary
Jacquelyn Davis, based in New York, NY, US, is currently a Director - Investments | Financial Advisor at Oppenheimer & Co. Inc.. Jacquelyn Davis brings experience from previous roles at Oppenheimer & Co. Inc.. Jacquelyn Davis holds a 2021 - 2021 Certificate in Financial Planning @ NYU School of Professional Studies. Jacquelyn Davis has 3 emails and 1 mobile phone numbers on RocketReach.
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