Steven Davis Email & Phone Number
Senior Tax Manager @ Cabot Wealth Management
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Steven Davis Location
- Beverly, MA, US
Steven Davis Work
- 2007 -now Senior Tax Manager @
- 2006 -2007 Sr. Accountant @
- 2005 -2006 Sr. Accountant @ Basilicato & Levesque, PC
- 1991 -2005 Senior Tax Manager @ American Express Tax & Business Services Inc
Steven Davis Education
- Suffolk University - Sawyer Business School
Masters (Taxation)
1997-2000 - Fitchburg State College
Bachelors (Varsity Football 1981 & 82; Accounting Society 1979, 80 & 81; Board Member 1982)
1978-1982
Steven Davis Skills
- Financial Planners
- Personal Finance
- Wealth Management
- Investment Management
- Asset Allocation
- Alternative Investments
- Portfolio Management
- Investments
- Financial Reporting
- Marketing
- Tax
- Income Tax
- Accounting
- Microsoft Excel
- Project Management
- Corporate Tax
- Management
Steven Davis Summary
- Steven Davis, based in Beverly, MA, US, is currently a Senior Tax Manager at Cabot Wealth Management Inc.. Steven Davis brings experience from previous roles at Nutter McClennen & Fish LLP, Basilicato & Levesque, PC and American Express Tax & Business Services Inc. Steven Davis holds a 1997 - 2000 Masters in Taxation @ Suffolk University - Sawyer Business School. With a robust skill set that includes Financial Planners, Personal Finance, Wealth Management, Investment Management, Asset Allocation and more. Steven Davis has 3 emails on RocketReach.
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Top Cabot Wealth Management Employees
Greg Stevens
President and Managing Partner
Beverly, MA, US
Steven Davis
Senior Tax Manager
Beverly, MA, US
Patrick Creahan
Partner, Fixed Income Portfolio Manager
Boston, MA, US
Steven Ross
Tax Advisor
Boston, MA, US
Connie Deboever
Portfolio Manager
Swampscott, MA, US
Cathy Kirby
Marketing and Operations Assistant
Salem, MA, US
Nathan Stevens
Wealth Management Associate
Beverly, MA, US
Kelly B.
Client Support Specialist
Beverly, MA, US
Tyler Swaim
Partner, Senior Wealth Advisor
Salem, MA, US
Alexander Castrichini
Senior Wealth Advisor
Concord, MA, US
Mikki Wilson
Marketing Coordinator
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