James Davis Email
Pension Transfer Specialist @ Pension Works
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James Davis Location
- Knutsford, GB
James Davis Work
- Pension Transfer Specialist @ (February 2017 - Present)
- Upgrade Development Regional Manager @ (May 2016 - February 2017)
- Regional Development Consultant @ (August 2013 - May 2016)
- Team Manager @ (September 2011 - August 2013)
- Sales Account Manager @ (August 2008 - September 2011)
James Davis Education
- The Manchester Metropolitan University
BA (Hons) (History)
2003-2006 - King Ecgbert School 1999-2003
James Davis Skills
- Pensions
- Wealth Management
- Retirement Planning
- Financial Services
- Investments
- Financial Advisory
- Retirement
- Relationship Management
- Pension Funds
- Savings
- Wealth
- Protection
- Inheritance Tax Planning
- Business Relationship Management
- Defined Benefit
James Davis Summary
- James Davis, based in Knutsford, GB, is currently a Pension Transfer Specialist at Pension Works. James Davis brings experience from previous roles at Aegon and Aegon UK. James Davis holds a 2003 - 2006 BA (Hons) in History @ The Manchester Metropolitan University. With a robust skill set that includes Pensions, Wealth Management, Retirement Planning, Financial Services, Investments and more. James Davis has 1 emails on RocketReach.
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