Michael Davisson Email & Phone Number
Vice President, Senior Wealth Advisor
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Michael Davisson Location
- Leland, NC, US
Michael Davisson Work
- Vice President, Senior Wealth Advisor @ Girard Pension Services (January 2019 - Present)
- Vice President, Senior Financial Advisor @ (October 2011 - Present)
- Vice President, Brokerage Products @ Pershing LLC (November 2010 - October 2011)
- Vice President – Relationship Manager – @ (January 2007 - April 2010)
- Vice President - Sales - New Business Development @ (January 2006 - January 2007)
- Vice President – Sales – New Business Development – Bank Market Arena @ (January 2002 - January 2006)
- Sales – Bank Advisor Network @ (January 2000 - January 2001)
- Relationship Manager - Investment Advisor Group @ (January 1998 - January 2000)
- Senior Account Director - Proprietary Fund Product Group @ (January 1996 - January 1998)
- Account Manager - Northeast Team @ (January 1994 - January 1996)
Michael Davisson Education
- Kent State University
Bachelor of Business Administration (B.B.A.) (Finance and Business Management)
- Saint Joseph's University
Master of Business Administration (MBA)
Michael Davisson Skills
- Asset Management
- Banking
- Asset Managment
- Investments
- Portfolio Management
- Series 63
- Global Custody
- ETFs
- Mutual Funds
- Financial Services
- Wealth Management
- CRM
- Investment Advisory
- Project Management
- Alternative Investments
- Pensions
- Securities
- Municipalities
- Asset Allocation
- Relationship Management
- Series 7
- Investment Management
- Market
- Insurance
- Sales
- Net
- Sales Operations
- Finance
- Sei
- Business Administration
- Product Management
- Third Party
- Organizational Structure
- Data Conversion
- Securities Lending
- Management
- Revenue
- Funding
- Initiation
- Coordinated
- Cash Management
- Qualifying Prospects
- Pennsylvania
- Building Long Term Relationships
- Profit
- Philadelphia
- Networking
- Cross Selling
- Arena Simulation Software
- Business Services
- Strategy
- Sold
- Loyalty Programs
- Trust Funds
- New Business Development
- Pricing Strategy
- Private Equity
- Operational Excellence
- Business Management
- Service Providers
- Service Orientation
- Market Planning
- Communication
- New Clients
- Fund Accounting
- Strategic Planning
- Institutions
- Sales Management
- Ohio
- Marketing
- Credit
- Liquidity
- Contractual Agreements
- Dst
- Presentations
- Midwest
- Efficient
- Executive Management
- Portfolio
- Fund Administration
- Trust
- Sizes
- Transfer Agency
- Guidelines
- Signing
- Materials
- Business Planning
- Asset
- Collateral
- Directions
- Meetings
- Introducing New Products
Michael Davisson Summary
- Michael Davisson, based in Leland, NC, US, is currently a Vice President, Senior Wealth Advisor at Girard Pension Services. Michael Davisson brings experience from previous roles at Univest Bank and Trust Co., Pershing LLC and JPMorgan Chase. Michael Davisson holds a Bachelor of Business Administration (B.B.A.) in Finance and Business Management @ Kent State University. With a robust skill set that includes Asset Management, Banking, Asset Managment, Investments, Portfolio Management and more. Michael Davisson has 1 mobile phone numbers on RocketReach.
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