Michele Davis Email & Phone Number
Vice president, Financial Consultant @ Charles Schwab
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Michele Davis Location
- Chicago, IL, US
Michele Davis Work
- 2019 -now Vice president, Financial Consultant @
- 2014 -2019 Senior Internal Consultant @
- 2010 -2014 Internal Planning Specialist @
- 2008 -2010 Financial Advisor @
- 2006 -2009 Financial Advisor @
Michele Davis Education
- Illinois State University
Bachelor of Applied Science (B.A.Sc.) (Psychology & Business Administration)
2001-2006
Michele Davis Skills
- Finance
- Insurance
- Sales
- Investments
- Retirement Planning
- Series 7
- Securities Regulation
- Mutual Funds
- Microsoft Word
- Series 63
- Uniform Combined State Law
- Life and Health Insurance Licenses
- Investment Advisory Services
- Strategic Planning
- Asset Management
- Series 24
- Financial Advisory
- Financial Services
- PowerPoint
- Securities
- Financial Planning
- Research
- Series 66
- Retirement
- Asset Allocation
- Wealth Management
- Procurement
- Strategic Sourcing
- Purchasing
- Strategy
- Management
- Process Improvement
- Leadership
- Competitive Analysis
- Quality Assurance
- Purchase Management
- Food Industry
Michele Davis Summary
- Michele Davis, based in Chicago, IL, US, is currently a Vice president, Financial Consultant at Charles Schwab. Michele Davis brings experience from previous roles at DWS Group, Cetera Financial Group, Benjamin & Birkenstein, P.C. and AXA Advisors. Michele Davis holds a 2001 - 2006 Bachelor of Applied Science (B.A.Sc.) in Psychology & Business Administration @ Illinois State University. With a robust skill set that includes Finance, Insurance, Sales, Investments, Retirement Planning and more. Michele Davis has 5 emails and 3 mobile phone numbers on RocketReach.
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