Spencer Davis Email & Phone Number
Vice President, Assoc. Director of Strategy and Analytics - Goals Driven Wealth Management @ Northern Trust Wealth Management
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Spencer Davis Location
- Scottsdale, AZ, US
Spencer Davis Work
- 2024 -now Vice President, Assoc. Director of Strategy and Analytics - Goals Driven Wealth Management @
- 2021 -2024 Vice President, Regional Director - Goals Driven Wealth Management @
- 2019 -2021 2nd Vice President, Sr. Investment Associate @
- 2016 -2019 Officer, Account Manager @
- 2016 -2016 Accountant @
- 2014 -2016 Accountant @ The Scott Fetzer Company
- 2012 -2014 Student Brand Manager @
- 2013 -2013 Finance Rotational Program @ PolyOne
- 2011 -2012 Intern @
Spencer Davis Education
- University of North Carolina at Chapel Hill
Master of Science - MS (Accounting)
2020-2022 - Miami University
Bachelor of Science (BS) (Finance, General)
2010-2014 - Miami University
Bachelor of Science - BS (Finance, General)
2010-2014 - Open Door Christian Schools
High School Diploma (N/A)
2006-2010 - Corporate Finance Institute® (CFI) 2019
Spencer Davis Skills
- Portfolio Management
- Change Management
- Consulting
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Accounting
- Microsoft Excel
- Microsoft Office
- PowerPoint
- Microsoft Word
- SAP ERP
- Management
- Yellow Belt
- Hyperion HFM
- Leadership
- Teamwork
- Research
- Customer Service
- Public Speaking
- Social Media
- English
- Access
- Microsoft Access
- Microsoft PowerPoint
- Finance
- Data Analysis
- Financial Planning
- Time Management
- Accounting
- Social Media Marketing
- Marketing
- Account Management
- Wealth Management
- Tax Planning
- Enterprise Software
- Training
- Strategic Planning
- Corporate Finance
- Customer Relationship Management (CRM)
- Event Planning
- Investments
- Salesforce.com
- Due Diligence
- Analytical Skills
- Business Development
- Variance Analysis
- Account Reconciliation
- Financial Statements
- Visual Basic for Applications (VBA)
- Project Management
- Customer Relationship Management
Spencer Davis Summary
- Spencer Davis, based in Scottsdale, AZ, US, is currently a Vice President, Assoc. Director of Strategy and Analytics - Goals Driven Wealth Management at Northern Trust Wealth Management. Spencer Davis brings experience from previous roles at Northern Trust Wealth Management and IMG. Spencer Davis holds a 2020 - 2022 Master of Science - MS in Accounting @ University of North Carolina at Chapel Hill. With a robust skill set that includes Portfolio Management, Change Management, Consulting, Financial Advisory, Financial Analysis and more. Spencer Davis has 2 emails and 2 mobile phone numbers on RocketReach.
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