Traci Davis Location
- Monterey, CA, US
Traci Davis Work
- 2012 - now Financial Services Professional @ NYLIFE Securitites LLC
- 2009 - now Agent @
- 2006 - 2009 Agent Assistant @
Traci Davis Education
- Carmel High School
High School Diploma (General)
1994 - 1998 - California State University Monterey Bay
Bachelor of Science Business Administration (Business Administration, International Business)
- Monterey Peninsula College
Associattes in Science (General)
Traci Davis Skills
- Leadership
- Estate Planning
- Managing Costs For Extended Periods Of Care
- Licensed Life Insurance
- Multi Tasking Skills
- Wealth Preservation Planning
- Licensed In Long Term
- Insurance
- Retirement Planning
- Legacies
- Thought Leadership
- Investments
- Wealth Preservation
- Multi Generational Planning
- Asset Protection
- Mutual Funds
- Multi Generational Wealth Transfer
- Microsoft Office
- Gifting Strategies
- Licensed In Long Term Care Insurance
- Marketing
- Network Security
- Key Person Insurance
- Licensed Life Insurance Agent
- Time Management
- Training
- Licensed Life And Health Insurance Agent
- Succession Planning
- Protection
- Protection Planning/family Security
- Small Business
- Multi Generational
- 401k Rollovers
- Retirement
- Licensed Life And Health
- Annuity Sales
Traci Davis Summary
- Traci Davis, based in Monterey, CA, US, is currently a Financial Services Professional at NYLIFE Securitites LLC. Traci Davis brings experience from previous roles at New York Life Insurance Company. Traci Davis holds a 1994 - 1998 High School Diploma in General @ Carmel High School. With a robust skill set that includes Leadership, Estate Planning, Managing Costs For Extended Periods Of Care, Licensed Life Insurance, Multi Tasking Skills and more. Traci Davis has 3 emails and 1 mobile phone numbers on RocketReach.
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