Todd Davis Email & Phone Number
VP, Institutional Consultant - National Retirement Desk @ First Citizens Bank
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Todd Davis Location
- Chapel Hill, NC, US
Todd Davis Work
- VP, Institutional Consultant - National Retirement Desk @ (March 2025 - Present)
- Regional Vice President, Sales (Carolinas) @ (January 2023 - November 2024)
- Regional Vice President of Sales @ (January 2011 - December 2022)
- Director @ RSM McGladrey Retirement Resources (January 2008 - January 2011)
- Consultant @ (January 2005 - January 2008)
- Managing Member @ Fiduciary Partners, LLC (January 2005 - January 2008)
- Vice President - Marketing and Sales @ Heritage Benefit Consultants (January 2001 - January 2005)
Todd Davis Education
- Illinois
Todd Davis Skills
- PEP
- Private Label
- New Business Development
- Sales Management
- Technical Skillset
- 401k
- Qualified Retirement Plans
- 457 Plans
- 403 b
- Cash Balance
- Defined Benefit
- Mutual Funds
- Employee Benefit Plan Design
- Employee Benefits
- Investment Advisory
- Defined Contribution
- Financial Services
- Asset Allocation
- Finance
- Series 7
- Retirement Planning
- Series 63
- 401(k) Retirement Savings Plans
- Investments
- Public Speaking
- Strategy
- Social Media Marketing
- Project Management
- Research
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Todd Davis Summary
- Todd Davis, based in Chapel Hill, NC, US, is currently a VP, Institutional Consultant - National Retirement Desk at First Citizens Bank. Todd Davis brings experience from previous roles at Ascensus, Newport Group, RSM McGladrey Retirement Resources and PASI, LLC. Todd Davis holds a Illinois. With a robust skill set that includes PEP, Private Label, New Business Development, Sales Management, Technical Skillset and more. Todd Davis has 2 emails and 3 mobile phone numbers on RocketReach.
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Top First Citizens Bank Employees
Michael Wilson
Managing Director Wealth Management
Raleigh, NC, US
Tim Byrd
Chief Information Security Officer
Charlotte, NC, US
Erik Taylor
SVP, Mortgage Banker
Raleigh, NC, US
Evan Cohen
Managing Director and Group Head of Maritime Finance
New York, NY, US
Jim Hudak
President - Commercial Finance
New York, NY, US
Chase Cannon
SVP- Director, Integration and Commercialization
Raleigh, NC, US
Brent Ciliano
Chief Investment Officer
Raleigh, NC, US
Michelle Draper
Chief Marketing Officer
California, United States
Jeff Ward
Chief Strategy Officer
Raleigh, NC, US
Peter Bristow
President at First Citizens Bank
Raleigh, NC, US
Mike Jones
President of Vendor Equipment Finance
Florida, United States
Adi Gelem
SVP - Director - Risk Analytics
Raleigh, NC, US
William Walsh
Chief Compliance Officer
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Tom Eklund
Chief Risk Officer
Raleigh, NC, US
Justin Byars
Senior Vice President, Commercial Banker
Raleigh, NC, US
Frank Holding
Chairman and CEO
Raleigh, NC, US
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