Roger Davis Email & Phone Number
Senior Wealth Manager @ Accurate Advisory Group Inc.
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Roger Davis Location
- Los Angeles, CA, US
Roger Davis Work
- Senior Wealth Manager @ (January 2022 - Present)
- Keynote Speaker @ Investment Management (April 2015 - May 2026)
- Chief Investment Officer @ Centric Capital Advisors, Inc. (June 2015 - December 2021)
- Chief Executive Officer @ (May 2015 - June 2016)
- Partner @ (May 2006 - May 2015)
- Sr. Vice President, Investments @ (May 2000 - October 2005)
- Investment Limited Partner @ JC Bradford & Co (January 1996 - September 2000)
- Account Executive @ Dean Witter Reynolds (December 1992 - January 1996)
Roger Davis Education
- University of Mississippi
Bachelor of Business Administration (BBA) (Business Administration and Management, General)
1987-1991
Roger Davis Skills
- Equities
- Investments
- Portfolio Management
- Risk Management
- Investment Advisory
- Asset Managment
- Asset Allocation
- Series 7
- Alternative Investments
- Hedge Funds
- Wealth Management
- Securities
- Strategic Financial Planning
- Fixed Income
- Retirement Planning
- Financial Modeling
- Estate Planning
- Investment Management
- Private Equity
- Options
- Asset Management
- Finance
- Mutual Funds
- Trading
- Investment Strategies
- Fund Of Funds
- Capital Markets
- Strategy
- Wealth Management Services
- Valuation
- Venture Capital
- Financial Advisory
- Financial Markets
- Investment Banking
- Equity Research
- Equity Trading
- Derivatives
- Series 63
- Strategic Planning
- Financial Analysis
- Marketing
- Financial Services
- Financial Planning
- Strategic Financial
- Capital
- Services
Roger Davis Summary
- Roger Davis, based in Los Angeles, CA, US, is currently a Senior Wealth Manager at Accurate Advisory Group Inc.. Roger Davis brings experience from previous roles at Investment Management, Centric Capital Advisors, Inc., Woodridge Wealth Management and Woodridge Capital Portfolio Management. Roger Davis holds a 1987 - 1991 Bachelor of Business Administration (BBA) in Business Administration and Management, General @ University of Mississippi. With a robust skill set that includes Equities, Investments, Portfolio Management, Risk Management, Investment Advisory and more. Roger Davis has 2 emails and 4 mobile phone numbers on RocketReach.
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