Merrill Davis Email & Phone Number
Wealth Management @ Parkshore Wealth Management
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Merrill Davis Location
- Sacramento, CA, US
Merrill Davis Work
- Wealth Management @ (April 2025 - Present)
- Paraplanner @ (December 2024 - April 2025)
- Financial Services Intern @ (June 2024 - August 2024)
- Investment Banking Analyst Intern @ (January 2024 - July 2024)
- Client Services and Operations Intern @ (February 2024 - May 2024)
- Investment Banking Analyst Intern @ (January 2024 - April 2024)
- Private Equity Intern @ (September 2023 - December 2023)
- Ski Instructor @ (December 2022 - April 2023)
Merrill Davis Education
- Brigham Young University
Bachelor of Science - BS (Finance)
2022-2026
Merrill Davis Skills
- Investment Strategies
- Asset Allocation
- Due Diligence
- Investment Properties
- Market Research
- Strategic Sourcing
- Artificial Intelligence (AI)
- Investment Banking
- Critical Thinking
- Analytical Skills
- Attention to Detail
- Private Equity
- Communication
- Leadership
- Ski Instruction
- Interpersonal Skills
- Teamwork
- Coaching
- Teaching
- Organization Skills
- powered parachute
- Downhill Skiing
- Aviation Regulations
- Client Onboarding
- Data Management
- Financial Planning
- Portfolio Management
- Research Skills
- Tax Advisory
- Teaching/Counseling
Merrill Davis Summary
- Merrill Davis, based in Sacramento, CA, US, is currently a Wealth Management at Parkshore Wealth Management. Merrill Davis brings experience from previous roles at Dorothy J. Cole - Fee-Only Financial Planning, Northwest Asset Management, Vermilion Rock Advisors and Retirement Solutions. Merrill Davis holds a 2022 - 2026 Bachelor of Science - BS in Finance @ Brigham Young University. With a robust skill set that includes Investment Strategies, Asset Allocation, Due Diligence, Investment Properties, Market Research and more. Merrill Davis has 1 emails on RocketReach.
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