Wallace Davis Email & Phone Number
Managing Director - Investments @ Oppenheimer & Co. Inc.
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Wallace Davis Location
- New York, NY, US
Wallace Davis Work
- 2019 - now Managing Director - Investments @
- 1987 - now Executive Director - Investments @
- 1986 - 1987 Financial Advisor @
Wallace Davis Education
- Questrom School of Business, Boston University
Bachelor of Science - BS (Finance, Marketing)
1977 - 1980 - Franklin University Switzerland
(Liberal Arts and Sciences/Liberal Studies)
1973 - 1974 - Wooster School
(High School/Secondary Diploma Programs)
1969 - 1972 - St. Andrew's School
(High School/Secondary Diploma Programs)
1967 - 1969 - Saint Bernard's Grammer School 1961 - 1967
Wallace Davis Skills
- Securities
- Retirement-Plan Consulting
- Retirement Savings
- Risk Management Strategies
- Tax-Efficient Strategies
- Wealth Management Services
- 401(k) Rollovers
- Stock Due Diligence
- Relationship Management
- Equities
- Portfolio Management
- 401k Rollovers
- Tax Efficient Strategies
- Investments
- Finance
- Retirement Plan Consulting
- Financial Analysis
- 401 Rollovers
Wallace Davis Summary
- Wallace Davis, based in New York, NY, US, is currently a Managing Director - Investments at Oppenheimer & Co. Inc.. Wallace Davis brings experience from previous roles at Oppenheimer & Co. Inc. and Hallgarten & Company. Wallace Davis holds a 1977 - 1980 Bachelor of Science - BS in Finance, Marketing @ Questrom School of Business, Boston University. With a robust skill set that includes Securities, Retirement-Plan Consulting, Retirement Savings, Risk Management Strategies, Tax-Efficient Strategies and more. Wallace Davis has 2 emails and 1 mobile phone numbers on RocketReach.
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