Jill Davis Email & Phone Number
Vice President Private Wealth Management and Trust Advisor @ U.S. Bank
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Jill Davis Location
- Lincoln, NE, US
Jill Davis Work
- 2018 -now Vice President Private Wealth Management and Trust Advisor @
- 2018 -2018 CPA @
- 2015 -2018 Associate Director of Life Insurance @
- 2006 -2015 National Field Sales Director @
- 1996 -2005 Product Development Manager @
- 1992 -1996 Accountant Individual Line @
- 1982 -1984 CPA @
Jill Davis Education
- University of Nebraska-Lincoln
- CFP, CPA, FLMI, FINRA Series 7 & 27, L/A/H insurance license
Jill Davis Skills
- Retirement Planning
- Financial Planning
- Investments
- Wealth Management
- Insurance
- Life Insurance
- Fixed Annuities
- Term Life Insurance
- Finance
- Sales
- Mutual Funds
- Disability Insurance
- Marketing
- Long-term Care
- Financial Analysis
- Underwriting
- Strategic Financial Planning
- Financial Services
- Budgets
- Business Planning
- Securities
- Licensed Life
- Marketing Strategy
- Financial Planners
- Whole Life
- Sales Management
- New Business Development
- General Insurance
- Practice Management
- Whole Life Insurance
- Management
- Leadership
- Retirement
- Employee Benefits
- Variable Annuities
- Universal Life
- Retirement Solutions
- Tax Free Income
- Legacy Giving
- Delta Delta Delta sorority alumni president
- NAIFA - Cornhusker board member
- NAIFA - Cornhusker Program Chair
- NAIFA - Nebraska guest speaker
- Delta Delta Delta Parent's Club president
- Lied Center for Performing Arts - group sales volunteer
- Friends of the Lied
- NAIFA state delegate to national convention 2012
- Life
- CPA
- Naifa
- Cornhusker Program Chair
- Cornhusker Board Member
- Lied Center For Performing Arts
- Long Term Care
- Group Sales Volunteer
- Ideas
- Travel
- Series 7
- Nebraska Guest Speaker
Jill Davis Summary
- Jill Davis, based in Lincoln, NE, US, is currently a Vice President Private Wealth Management and Trust Advisor at U.S. Bank. Jill Davis brings experience from previous roles at Certified Public Accountant (CPA), Senior Market Sales Inc, Ameritas and Ameritas Life. Jill Davis holds a University of Nebraska-Lincoln. With a robust skill set that includes Retirement Planning, Financial Planning, Investments, Wealth Management, Insurance and more. Jill Davis has 2 emails and 2 mobile phone numbers on RocketReach.
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