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
- Vice President - Executive Planning Consultant @ (July 2018 - Present)
- Regional Sales Director - FILI @ (April 2016 - June 2018)
- Regional Vice President - Investment Solutions @ (June 2015 - April 2016)
- Regional Planning Consultant @ (September 2012 - June 2015)
- Life Insurance Planning Consultant @ (October 2006 - September 2012)
- Financial Planning Consultant @ (March 2005 - October 2006)
- Various High Net Worth service positions @ (September 1999 - March 2005)
Nathan Davis Education
- Baylor University
Bachelor
1994-1999
Nathan Davis Skills
- Business Planning
- CFP
- CLU
- Consultative Selling
- Customer Relations
- Financial Analysis
- Financial Planning
- Financial Services
- Insurance
- Investments
- Mutual Funds
- Retirement Planning
- Sales Coaching
- Sales Process
- Series 7
- Wealth Management
- 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 Business Planning, CFP, CLU, Consultative Selling, Customer Relations and more. Nathan Davis has 2 emails and 2 mobile phone numbers on RocketReach.
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