Joshua Davison Email & Phone Number
Director, Portfolio Management and Investment Strategy @ Connectus Wealth Advisers
Joshua Davison's Location
Boca Raton, FL, US
Joshua Davison's Work
- Director, Portfolio Management and Investment Strategy @ Connectus Wealth Advisers
- Director of Investments @ HJ Sims
- Investment and Client Operations Manager @ MEIRA (Formerly The Lubitz Financial Group)
- Senior Relationship Specialist @ Charles Schwab
- Sales Representative @ Total Team Wares
- Financial Advisor @ Morgan Stanley
- Financial and Research Associate @ WACHOVIA SECURITIES
Joshua Davison's Education
- University of Central Florida
Associate’s Degree (Business)
2001 - 2003 - UCF College of Business
BSBA (Finance)
2003 - 2006 - Miami Palmetto Senior High
High School
1997 - 2001
- Mariners Learning System
25-Ton Master Captain’s License
2021 - 2022
Joshua Davison's Skills
- Asset Allocation
- Portfolio Management
- Series 7
- Analysis
- Strategic Financial Planning
- Financial Analysis
- Investments
- Alternative Investments
- Microsoft Office
- Mutual Funds
Joshua Davison's Summary
Joshua Davison, based in Boca Raton, FL, US, is currently a Director, Portfolio Management and Investment Strategy at Connectus Wealth Advisers, bringing experience from previous roles at HJ Sims, The Lubitz Financial Group, Charles Schwab and Total Team Wares. Joshua Davison holds a 2001 - 2003 Associate’s Degree in Business @ University of Central Florida. With a robust skill set that includes Asset Allocation, Portfolio Management, Series 7, Analysis, Strategic Financial Planning and more, Joshua Davison contributes valuable insights to the industry. Joshua Davison has 3 emails and 1 mobile phone number on RocketReach.
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