Kimberlee Davis Email & Phone Number

Partner, Managing Director, CDFA® @ The Bahnsen Group

5 free lookup(s).

Kimberlee Davis Location

Newport Beach, CA, US

Kimberlee Davis Work

2017 - now Partner, Managing Director, CDFA® @ The Bahnsen Group
2019 - now The Fiscal Feminist @ The Bahnsen Group
2015 - now Managing Director, Partner, Financial Planning Director, CDFA® @ The Bahnsen Group

2015 - 2016 Private Wealth Advisor, Financial Planning Director @ The Bahnsen Group
2013 - 2015 Financial Advisor and Financial Planning Specialist @ Morgan Stanley
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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 @ Stanford Professionals In Real Estate (SPIRE)
2007 - 2009 CFO and Business Manager @ Isambard Community School
2004 - 2007 Business Consultant @ Independent Business Consultant

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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

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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 3 emails and 1 mobile phone numbers on RocketReach.

Kimberlee Davis Emails

Found 3 emails

Kimberlee Davis Phone Numbers

Found 6 phone numbers

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