Jennifer Davis Email & Phone Number
Chief Executive Officer and Private Wealth Advisor @ SkyOak Wealth
Jennifer Davis's Location
Las Vegas, NV, US
Jennifer Davis's Work
- Chief Executive Officer and Private Wealth Advisor @ SkyOak Wealth
- CEO and Founder @ SkyOak Wealth
- General Partner and Co Manager @ LVSI, LP
- First Vice President-Investments @ Merrill Lynch
- Citi Family Office Advisor @ Morgan Stanley
- Financial Advisor @ Morgan Stanley
- Executive @ Citi
Jennifer Davis's Education
- California State University
Bachelor of Science (Economics, Business)
1985 - 1990
Jennifer Davis's Skills
- Strategic Financial Planning
- Asset Managment
- Series 7
- Investment Advisory
- Investment Management
- Series 63
- Financial Advisory
- Securities
- Risk Management
- Banking
Jennifer Davis's Summary
Jennifer Davis, based in Las Vegas, NV, US, is currently a Chief Executive Officer and Private Wealth Advisor at SkyOak, bringing experience from previous roles at SkyOak Wealth, LVSI, LP, Merrill Lynch Private Banking and Investment Group and Smith Barney. Jennifer Davis holds a 1985 - 1990 Bachelor of Science in Economics, Business @ California State University. With a robust skill set that includes Strategic Financial Planning, Asset Managment, Series 7, Investment Advisory, Investment Management and more, Jennifer Davis contributes valuable insights to the industry. Jennifer Davis has 3 emails and 1 mobile phone number on RocketReach.
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