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
- 2022 -now Managing Partner at PacificView Wealth @
- 2012 -2022 Investment Advisor Representative @
- 2011 -2012 Insurance Sales @
- 2008 -2011 HR @ Global PET Inc.
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.
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