Nathan Davis Email & Phone Number
Vice President - Executive Planning Consultant @ Fidelity Investments
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Nathan Davis Location
- Texas, United States
Nathan Davis Work
- 2018 -now Vice President - Executive Planning Consultant @
- 2016 -2018 Regional Sales Director - FILI @
- 2015 -2016 Regional Vice President - Investment Solutions @
- 2012 -2015 Regional Planning Consultant @
- 2006 -2012 Life Insurance Planning Consultant @
- 2005 -2006 Financial Planning Consultant @
- 1999 -2005 Various High Net Worth service positions @
Nathan Davis Education
- Baylor University
Bachelor
1994-1999
Nathan Davis Skills
- Financial Analysis
- Series 7
- Consultative Selling
- Customer Relations
- Mutual Funds
- CFP
- CLU
- Financial Planning
- Investments
- Retirement Planning
- Financial Services
- Wealth Management
- Insurance
- Sales Coaching
- Sales Process
- Business Planning
- Leadership
- Public Speaking
- Microsoft Excel
- Customer Service
- Management
- Regional Planning
- R
Nathan Davis Summary
- Nathan Davis, based in Texas, United States, is currently a Vice President - Executive Planning Consultant at Fidelity Investments. Nathan Davis brings experience from previous roles at Fidelity Investments. Nathan Davis holds a 1994 - 1999 Bachelor @ Baylor University. With a robust skill set that includes Financial Analysis, Series 7, Consultative Selling, Customer Relations, Mutual Funds and more. Nathan Davis has 2 emails and 2 mobile phone numbers on RocketReach.
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