R. Davies Email & Phone Number
Investment Advisor @ Sendero Wealth Management
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R. Davies Location
- San Antonio, TX, US
R. Davies Work
- Investment Advisor @ (January 2018 - Present)
- Senior Portfolio Manager @ (June 2015 - December 2017)
- Vice President, Portfolio Manager @ (October 2011 - June 2015)
- Portfolio Analyst @ (August 2005 - October 2011)
R. Davies Education
- Trinity University
B.S. (Finance / Economics)
1996-2000
R. Davies Skills
- Asset Management
- Asset Allocation
- FactSet
- Strategic Planning
- Retirement Planning
- Wealth Management
- Investment Advisory
- Leadership
- Financial Planning
- Portfolio Management
- Mutual Funds
- Investment Management
- Public Speaking
- Financial Modeling
- Board of Directors
- Excel
- Microsoft Office
- Microsoft Excel
- Investments
- Nonprofits
- Non Profit Leadership
- Strategic Financial
- Security
- Analysis
- Financial Analysis
- Union
- Non Profit Volunteer
- Credit
- Alternative Investments
R. Davies Summary
- R. Davies, based in San Antonio, TX, US, is currently a Investment Advisor at Sendero Wealth Management. R. Davies brings experience from previous roles at Sendero Wealth Management and US Trust. R. Davies holds a 1996 - 2000 B.S. in Finance / Economics @ Trinity University. With a robust skill set that includes Asset Management, Asset Allocation, FactSet, Strategic Planning, Retirement Planning and more. R. Davies has 1 emails on RocketReach.
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