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John Davis Location
Charlotte, NC, US
John Davis Work
2013 -now Senior Vice President - Private Financial Advisor @
2002 -2013 Senior Vice President - Financial Consultant @ First Citizens Investors Services
1993 -2002 Associate Agent @ Nationwide Insurance and Financial
John Davis Education
Appalachian State University
Bachelor of Science (B.S.) Communications (Communications and Marketing)
1986-1990
John Davis Skills
Small Business Lending
Asset Allocation
Retirement Planning
Mutual Funds
Wealth Management
Banking
Series 7
Investments
Investment Management
Project Management
Business Development
Marketing
John Davis Summary
John Davis, based in Charlotte, NC, US, is currently a Senior Vice President - Private Financial Advisor at SunTrust Investment Services, Inc.. John Davis brings experience from previous roles at First Citizens Investors Services and Nationwide Insurance and Financial. John Davis holds a 1986 - 1990 Bachelor of Science (B.S.) Communications in Communications and Marketing @ Appalachian State University. With a robust skill set that includes Small Business Lending, Asset Allocation, Retirement Planning, Mutual Funds, Wealth Management and more. John Davis has 2 mobile phone numbers on RocketReach.
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