Michael Davisson Email & Phone Number
Vice President, Senior Wealth Advisor
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Michael Davisson Location
- Leland, NC, US
Michael Davisson Work
- 2019 -now Vice President, Senior Wealth Advisor @ Girard Pension Services
- 2011 -now Vice President, Senior Financial Advisor @
- 2010 -2011 Vice President, Brokerage Products @ Pershing LLC
- 2007 -2010 Vice President – Relationship Manager – @
- 2006 -2007 Vice President - Sales - New Business Development @
- 2002 -2006 Vice President – Sales – New Business Development – Bank Market Arena @
- 2000 -2001 Sales – Bank Advisor Network @
- 1998 -2000 Relationship Manager - Investment Advisor Group @
- 1996 -1998 Senior Account Director - Proprietary Fund Product Group @
- 1994 -1996 Account Manager - Northeast Team @
Michael Davisson Education
- Saint Joseph's University
Master of Business Administration (MBA)
- Kent State University
Bachelor of Business Administration (B.B.A.) (Finance and Business Management)
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 Master of Business Administration (MBA) @ Saint Joseph's 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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