Robert Davis Email & Phone Number
Head of Sales @ Flurish
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Robert Davis Location
- Dublin, IE
Robert Davis Work
- Head of Sales @ (May 2025 - Present)
- Strategic Alliance and Partnership Manager @ (August 2023 - April 2025)
- Partnership Manager @ (April 2019 - August 2023)
- Investment Consultant @ (March 2017 - April 2019)
- Senior Associate @ (August 2015 - January 2017)
- Account Manager @ (November 2005 - July 2015)
Robert Davis Education
- Financial Planning Standards Board (FPSB)
Certified Financial Planner™ (CFP®)
2013-2015 - University College Dublin
Graduate Diploma in Financial Planning
2013-2015 - Life Insurance Association of Ireland
Qualified Financial Adviser (QFA)
2007-2012 - University College Dublin
Master's degree (Financial Services)
- University College Dublin
Professional Certificate in Asset Management (SIA)
2014 - Life Insurance Association of Ireland
Retirement Planning Adviser (RPA)
2012
Robert Davis Skills
- Account Management
- Anti-Money Laundering
- Asset Allocation
- Asset Management
- Banking
- Brokers
- Business Development
- Business Development Strategy
- Business Strategy
- Business-to-Business (B2B)
- Commercial Finance
- Communication
- Continuous Improvement
- Credit Risk
- Crowdfunding
- Customer Acquisition
- Customer Base
- Customer Satisfaction
- Distribution Strategies
- Diversification
- Finance
- Financial Analysis
- Financial Risk
- Financial Services
- Fixed Income
- Funding
- HNW
- Income Protection
- Insurance
- Interpersonal Communication
- Interpersonal Skills
- Investment Advisory
- Investment Sales
- Investment Strategies
- Investments
- Key Performance Indicators
- Lead Qualification
- Leveraging Relationships
- Loans
- Marketing
- Marketing Strategy
- Mutual Funds
- Negotiation
- Networking
- New Business Development
- Peer-to-peer
- Pension Funds
- Pensions
- Portfolio Management
- Presentations
- Protection
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- SME Consulting
- SME sector
- Sales
- Sales Development
- Sales Growth
- Sales Management
- Sales Planning
- Sales Strategy
- Sales and Marketing
- Savings
- Skill Development
- Strategic Planning
- Strategy
- Team Development
- Upselling
- Wealth Management
- multi culture
- Underwriting
- Management
- Peer to Peer
- Business to Business
Robert Davis Summary
- Robert Davis, based in Dublin, IE, is currently a Head of Sales at Flurish. Robert Davis brings experience from previous roles at Linked Finance, Beehive UAE and Finsbury Associates. Robert Davis holds a 2013 - 2015 Certified Financial Planner™ (CFP®) @ Financial Planning Standards Board (FPSB). With a robust skill set that includes Account Management, Anti-Money Laundering, Asset Allocation, Asset Management, Banking and more. Robert Davis has 1 emails and 1 mobile phone numbers on RocketReach.
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