Marketing Business Development Consultant @ Big Monkey Renovation & Repair (June 2023 - January 2025)
Executive Director @ (January 2020 - April 2023)
Membership Services Director @ (May 2017 - January 2020)
Partner and Financial Advisor @ Acorn Investment Strategies (February 2015 - February 2017)
Partner and LPL Registered Associate @ Acorn Investment Strategies (February 2014 - February 2015)
Assistant @ Acorn Investment Strategies (October 2013 - February 2014)
Senior Project Specialist @ (May 2008 - September 2012)
Assistant Project Manager @ (September 2012 - October 2013)
Project Assistant @ ABB, Inc. (August 2002 - May 2008)
Kate Davis Education
North Carolina State University
Bachelor of Arts (BA) (Spanish Language and Literature)
1999-2005
Apex High School 1995-1999
Kate Davis Skills
Financial Services
Strategic Financial Planning
Financial Markets
Client Relations Skills
Client Development
Project Management
Project Planning
Contract Management
Energy
Renewable Energy
Renewable Energy Systems
Kate Davis Summary
Kate Davis, based in Chapel Hill, NC, US, is currently a Client Growth and Engagement Manager at Marshall & Taylor PLLC. Kate Davis brings experience from previous roles at Life Path Legal, Kate Davis Consulting Group LLC, Pennington Brienzi Law, Pllc and Big Monkey Renovation & Repair. Kate Davis holds a 1999 - 2005 Bachelor of Arts (BA) in Spanish Language and Literature @ North Carolina State University. With a robust skill set that includes Financial Services, Strategic Financial Planning, Financial Markets, Client Relations Skills, Client Development and more. Kate Davis has 1 mobile phone numbers on RocketReach.
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