Jennifer Davis Email & Phone Number
CEO and Founder @ SkyOak Wealth
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Jennifer Davis Location
- Las Vegas, NV, US
Jennifer Davis Work
- Chief Executive Officer and Private Wealth Advisor @ (February 2010 - Present)
- CEO and Founder @ (February 2010 - Present)
- General Partner and Co Manager @ LVSI, LP (December 2020 - Present)
- First Vice President-Investments @ (June 2008 - February 2010)
- Citi Family Office Advisor @ (February 2000 - June 2008)
- Financial Advisor @ (January 2000 - January 2008)
- Executive @ (January 1993 - January 1996)
Jennifer Davis Education
- California State University
Bachelor of Science (Economics, Business)
1985-1990
Jennifer Davis Skills
- Strategic Financial Planning
- Asset Managment
- Investment Advisory
- Investment Management
- Financial Advisory
- Securities
- Risk Management
- Banking
- Investments
- Insurance
- Wealth
- Portfolio Management
- Financial Services
- Trading
- Strategic Planning
- 401(k) Retirement Savings Plans
- Management
- Asset Management
- Estate Planning
- Finance
- Financial Planning
- High Net Worth Individuals
- Series 7
- Series 63
- Public Speaking
- 401k Retirement Savings Plans
- Business Development
- Marketing
- Leadership
- Microsoft Excel
- 401 Retirement Savings Plans
Jennifer Davis Summary
- Jennifer Davis, based in Las Vegas, NV, US, is currently a CEO and Founder at SkyOak Wealth. Jennifer Davis brings experience from previous roles at SkyOak, 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, Investment Advisory, Investment Management, Financial Advisory and more. Jennifer Davis has 1 emails and 2 mobile phone numbers on RocketReach.
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