Seth Davis Email & Phone Number
Partner, Managing Director of Wealth Builder and Retirement Plan Solutions @ Curi Capital
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Seth Davis Location
- Denver, CO, US
Seth Davis Work
- 2024 -now Partner, Managing Director, Senior Wealth Advisor @
- 2022 -now Partner, Managing Director of Wealth Builder and Retirement Plan Solutions @
- 2021 -2023 Partner, Managing Director of Wealth Management @
- 2015 -2020 Partner, Senior Wealth Manager @
- 2011 -2014 Vice President, Senior Wealth Manager @
- 2005 -2011 Owner @ Wisdom in Action, LLC
- 2000 -2006 Real Estate Senior Program Manager @
- 1998 -2000 Financial Analyst - Institutional Funds @
Seth Davis Education
- Metropolitan State University of Denver
(Certificate in Financial Planning)
2004-2005 - Binghamton University School of Management
BS (BS, Accounting)
1991-1995
Seth Davis Skills
- Strategic Financial Planning
- Asset Managment
- Portfolio Management
- Asset Management
- Financial Analysis
- Management
- Program Management
- Sellers
- Customer Service
- Real Estate Transactions
Seth Davis Summary
- Seth Davis, based in Denver, CO, US, is currently a Partner, Managing Director of Wealth Builder and Retirement Plan Solutions at Curi Capital. Seth Davis brings experience from previous roles at Curi RMB Capital and RMB Capital. Seth Davis holds a 2004 - 2005 Metropolitan State University of Denver. With a robust skill set that includes Strategic Financial Planning, Asset Managment, Portfolio Management, Asset Management, Financial Analysis and more. Seth Davis has 2 emails and 1 mobile phone numbers on RocketReach.
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