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
- 2025 -now VP, Institutional Consultant - National Retirement Desk @
- 2023 -2024 Regional Vice President, Sales (Carolinas) @
- 2011 -2022 Regional Vice President of Sales @
- 2008 -2011 Director @ RSM McGladrey Retirement Resources
- 2005 -2008 Consultant @
- 2005 -2008 Managing Member @ Fiduciary Partners, LLC
- 2001 -2005 Vice President - Marketing and Sales @ Heritage Benefit Consultants
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 1 emails and 3 mobile phone numbers on RocketReach.
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Tom Eklund
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