Matthew Davis's Location
Murrieta, CA, US
Matthew Davis's Work
- Director of Sales @ Fusion Capital Management
- CEO and President @ SunRidge Advisors
- Investment Advisor Representative @ Fusion Capital Management
- Financial Advisor @ OneAmerica
- Financial Advisor @ TEAM Financial Partners
Matthew Davis's Education
- UC Riverside
(Economics)
2000 - 2001 - Mt San Jacinto College
(Accounting and Business/Management)
1998 - 2000 - Point Loma Nazarene University
(Pre-Medicine/Pre-Medical Studies)
1997 - 1998
- Riverside Christian High School1994 - 1997
Matthew Davis's Skills
- Retirement Planning
- Fixed Annuities
- IRAs
- Retirement
- Investments
- Risk Management
- Estate Planning
- Life Insurance
- Finance
- Securities
Matthew Davis's Summary
Matthew Davis, based in Murrieta, CA, US, is currently a Director of Sales at Fusion Capital Management, bringing experience from previous roles at SunRidge Advisors, Fusion Capital Management, Inc, OneAmerica Financial Partners Inc. and TEAM Financial Partners. Matthew Davis holds a 2000 - 2001 UC Riverside. With a robust skill set that includes Retirement Planning, Fixed Annuities, IRAs, Retirement, Investments and more, Matthew Davis contributes valuable insights to the industry. Matthew Davis has 1 email and 1 mobile phone number on RocketReach.
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