Tim Davis Email & Phone Number
Managing Director | Wealth Consultant @ First Citizens Wealth
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Tim Davis Location
- Boston, MA, US
Tim Davis Work
- Managing Director | Wealth Consultant @ (March 2023 - Present)
- Managing Director @ (February 2023 - March 2023)
- Director @ (August 2020 - February 2023)
- Vice President @ (March 2018 - August 2020)
- Senior Associate @ (July 2015 - March 2018)
- Associate @ (March 2012 - June 2015)
- Associate @ (May 2011 - October 2011)
Tim Davis Education
- Northeastern University
Master of Science (M.S.) (Commerce and Economic Development)
- Ohio Wesleyan University
B.A. (Double Major, International Business & Spanish)
- Universidad de Salamanca
B.A. (Study Abroad Intensive Language Immersion Program)
Tim Davis Skills
- Access
- Analysis
- Financial Analysis
- Financial Modeling
- Financial Services
- Investments
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Mutual Funds
- PowerPoint
- Research
- Risk Management
- Securities
- Series 63
- Series 7
- Strategic Planning
- Strategy
Tim Davis Summary
- Tim Davis, based in Boston, MA, US, is currently a Managing Director | Wealth Consultant at First Citizens Wealth. Tim Davis brings experience from previous roles at Silicon Valley Bank. Tim Davis holds a Master of Science (M.S.) in Commerce and Economic Development @ Northeastern University. With a robust skill set that includes Access, Analysis, Financial Analysis, Financial Modeling, Financial Services and more. Tim Davis has 2 emails and 2 mobile phone numbers on RocketReach.
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