Robert Davies Email & Phone Number
Managing Partner at PacificView Wealth @ PacificView Wealth Management
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Robert Davies Location
- Irvine, CA, US
Robert Davies Work
- Managing Partner at PacificView Wealth @ (October 2022 - Present)
- Investment Advisor Representative @ (September 2012 - October 2022)
- Insurance Sales @ (April 2011 - September 2012)
- HR @ Global PET Inc. (January 2008 - January 2011)
Robert Davies Education
- CSUSM
Bachelor of Science (BS) (Economics)
2003-2008 - Chaparral High School
Robert Davies Skills
- Financial Risk
- Wealth Management
- Insurance
Robert Davies Summary
- Robert Davies, based in Irvine, CA, US, is currently a Managing Partner at PacificView Wealth at PacificView Wealth Management. Robert Davies brings experience from previous roles at John Stokes Financial, Bankers Life and Casualty Company and Global PET Inc.. Robert Davies holds a 2003 - 2008 Bachelor of Science (BS) in Economics @ CSUSM. With a robust skill set that includes Financial Risk, Wealth Management, Insurance and more. Robert Davies has 2 mobile phone numbers on RocketReach.
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