Taylor Davis Email & Phone Number
Chief Compliance Officer @ Vision 4 Fund Distributors
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Taylor Davis Location
- Scottsdale, AZ, US
Taylor Davis Work
- Chief Compliance Officer @ (April 2017 - Present)
- Chief Compliance Officer @ ResQ Investment Partners (April 2017 - Present)
- Divorce Financial Consultant and Registered Client Service Specialist @ Latitude Planning Group (March 2013 - April 2017)
- Registered Client Service Specialist @ (February 2013 - April 2017)
- Registered Client Relationship Associate @ (May 2010 - February 2013)
- Financial Advisor @ (March 2009 - April 2010)
Taylor Davis Education
- Arizona State University - W. P. Carey School of Business
Bachelor of Science (Finance)
2005-2008 - Desert Mountain High School
High School
2001-2005
Taylor Davis Skills
- Wealth Management
- Employee Benefits
- Asset Management
- Strategic Financial Planning
- Finance
- Risk Management
- Securities
- Financial Advisory
- Financial Services
- Retirement Planning
- Investments
- Pensions
- Retirement
- Corporate Retirement Plans
Taylor Davis Summary
- Taylor Davis, based in Scottsdale, AZ, US, is currently a Chief Compliance Officer at Vision 4 Fund Distributors. Taylor Davis brings experience from previous roles at ResQ Investment Partners, Latitude Planning Group, The Henne Financial Group and Robert W. Baird & Co. Private Wealth Management. Taylor Davis holds a 2005 - 2008 Bachelor of Science in Finance @ Arizona State University - W. P. Carey School of Business. With a robust skill set that includes Wealth Management, Employee Benefits, Asset Management, Strategic Financial Planning, Finance and more. Taylor Davis has 2 emails and 5 mobile phone numbers on RocketReach.
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Top Vision 4 Fund Distributors Employees
Taylor Davis
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Vice President - Sales
Moraga, CA, US
Tony Grasso
Senior VP of Sales - External Wholesaler
Los Angeles, CA, US
Henry Johnson
Managing Director
New York, NY, US
Jon Webber
Vice President of Sales
Chesterfield, MO, US
Doug Romano
Relationship Specialist - VP Sales
Stamford, CT, US
Paul Picarski
Vice President Client Relations
Charlotte, NC, US
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Denver, CO, US
Gary Bochow
Vice President - Sales
Los Angeles, CA, US
Carla
V P of Sales
Garwood, TX, US
Ron Lynch
Vice President of Sales
San Mateo, CA, US
Jason Jackson
Senior Vice President
Roswell, GA, US
Joe McMenamin
Senior Vice President Of Sales
New York, NY, US
Kimberly
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James Ambrosio
Vice President of Sales
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Paul Kujalowicz
Managing Director
Scottsdale, AZ, US
Darryl Keeton
Vice President of Sales
Washington, DC, US
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