Merissa Davis Email & Phone Number
Independent Consultant and Founder @ Merissa Davis Consulting
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Merissa Davis Location
- Jacksonville Beach, FL, US
Merissa Davis Work
- 2023 -now Independent Consultant and Founder @
- 2019 -2023 Director of Platform Operations @
- 2017 -2019 Project Director @
- 2015 -2017 Vice President of Trading and Administrative Services @
- 2013 -2015 Senior Registered Client Service Associate @
- 2008 -2013 Senior Registered Client Service Associate @
- 2004 -2008 Operations Manager @ Kalos Financial
- 2001 -2004 Senior Registered Client Service Associate @
- 1999 -2001 Registered Sales Assistant @
- 1997 -1999 Registered Sales Assistant @
- 1995 -1997 Executive Assistant @
- 1992 -1995 Executive Assistant @
- 1991 -1992 Administrative Assistant @
Merissa Davis Skills
- Consulting
- Operations Management
- Business Development
- Regulatory Compliance
- Problem Solving
- FinTech
- Project Management
- Client Services
- Financial Services
- Investment Advisory
- Mutual Funds
- Wealth Management
- Investments
- Securities
- Equities
- Portfolio Management
- Alternative Investments
- Fixed Income
- Retirement Planning
- Trading
- Financial Advisory
- Asset Management
- Management
- Leadership
- Series 7
- Series 63
- Series 24
- Series 66
- Series 9/10
Merissa Davis Summary
- Merissa Davis, based in Jacksonville Beach, FL, US, is currently a Independent Consultant and Founder at Merissa Davis Consulting. Merissa Davis brings experience from previous roles at TruClarity Management Solutions, TruClarity, Las Olas Capital Advisors and UBS. With a robust skill set that includes Consulting, Operations Management, Business Development, Regulatory Compliance, Problem Solving and more. Merissa Davis has 2 emails and 1 mobile phone numbers on RocketReach.
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