Kimberlee Davis Email & Phone Number
Partner, Managing Director, CDFA® @ The Bahnsen Group
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Kimberlee Davis Location
- Newport Beach, CA, US
Kimberlee Davis Work
- 2017 -now Partner, Managing Director, CDFA® @
- 2019 -now The Fiscal Feminist @
- 2015 -now Managing Director, Partner, Financial Planning Director, CDFA® @
- 2015 -2016 Private Wealth Advisor, Financial Planning Director @
- 2013 -2015 Financial Advisor and Financial Planning Specialist @
- 2012 -2013 Broker Associate, CIPS; DRE# 01912178 @ Laguna Life Realty; Coldwell Banker Previews International; Coldwell Banker Resi
- 2010 -2012 Business Consultant @ OceanView Investments Corporation
- 2011 -2011 Consultant @
- 2007 -2009 CFO and Business Manager @ Isambard Community School
- 2004 -2007 Business Consultant @ Independent Business Consultant
- 1998 -2004 Fashion Designer; Director @ Kim Davis Limited
- 1987 -1990 Investment Banker, Associate @ Commercial Union Capital Corporation
- 1985 -1987 Corporate Lawyer (Associate) @
- 1983 -1985 Corporate Lawyer (Associate) @ Reid & Priest
Kimberlee Davis Education
- Georgetown University Law Center
Juris Doctor (Law)
1980-1983 - Georgetown University
BSFS (International Economics)
1976-1980
Kimberlee Davis Skills
- Budgets
- Business Development
- Business Planning
- Contract Negotiation
- Financial Planning
- Customer Service
- Investments
- Management
- Marketing
- Marketing Strategy
- Mutual Funds
- Real Estate
- Real Estate Transactions
- Strategic Planning
- Strategic Financial Planning
- Sales
- Finance
- Private Equity
- Strategy
- Selling
- Start-ups
- Wealth Management
- Legal Issues
- Financial Services
- Services
- Start Ups
- Strategic Financial
- Credit
- Planning
- Portfolio Management
- Banking
- Loans
Kimberlee Davis Summary
- Kimberlee Davis, based in Newport Beach, CA, US, is currently a Partner, Managing Director, CDFA® at The Bahnsen Group. Kimberlee Davis brings experience from previous roles at The Bahnsen Group and Morgan Stanley. Kimberlee Davis holds a 1980 - 1983 Juris Doctor in Law @ Georgetown University Law Center. With a robust skill set that includes Budgets, Business Development, Business Planning, Contract Negotiation, Financial Planning and more. Kimberlee Davis has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Kimberlee Davis?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co