Wallace Davis's Location
New York, NY, US
Wallace Davis's Work
- Managing Director - Investments @ Oppenheimer & Co. Inc.
- Executive Director - Investments @ Oppenheimer & Co. Inc.
- Financial Advisor @ Hallgarten + Company
Wallace Davis's 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 School1961 - 1967
Wallace Davis's 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
Wallace Davis's Summary
Wallace Davis, based in New York, NY, US, is currently a Managing Director - Investments at Oppenheimer & Co. Inc., bringing 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 contributes valuable insights to the industry. Wallace Davis has 1 email on RocketReach.
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