Wes Davis Email & Phone Number
Vice President, Retirement Plan Services @ USI Insurance Services
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Wes Davis Location
- Jackson, MS, US
Wes Davis Work
- 2023 - now Vice President, Retirement Plan Services @
- 2021 - 2024 Vice President—Retirement Plan Services @
- 2018 - 2024 Relationship Manager--Retirement Plan Services @ Trustmark Tailored Wealth
- 2013 - 2024 Director of Retirement Plans @ Pickett, Bradford and Associates/CenterPoint Advantage, LLC
- 2013 - 2024 Vice President and Director of Retirement Plans @ The Centerpoint Group
- 2017 - 2021 Wealth Management Consultant @ Trustmark Wealth Management
- 2008 - 2012 Business Development and Marketing @
- 2004 - 2008 Fire Claims Representative @
Wes Davis Education
- Millsaps College
Master of Business Administration (MBA)
2010 - 2012 - University of Mississippi - School of Business Administration
BBA (Marketing/Managerial Finance)
1999 - 2002 - Senatobia High School
Wes Davis Skills
- Strategic Financial Planning
- Retirement Planning
- Retirement Plan Consulting
- Strategic Planning
- Customer Service
- Marketing
- Management
- Budgets
- Marketing Strategy
- Leadership
- Social Media
- Public Relations
- Public Speaking
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- 401k
- 403 b
- Estate Planning
- Strategic Financial
- Business Analysis
- Microsoft Office
- Retirement Plan
Wes Davis Summary
- Wes Davis, based in Jackson, MS, US, is currently a Vice President, Retirement Plan Services at USI Insurance Services. Wes Davis brings experience from previous roles at Trustmark Bank, Trustmark Tailored Wealth, Pickett, Bradford and Associates/CenterPoint Advantage, LLC and The Centerpoint Group. Wes Davis holds a 2010 - 2012 Master of Business Administration (MBA) @ Millsaps College. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Retirement Plan Consulting, Strategic Planning, Customer Service and more. Wes Davis has 3 emails and 1 mobile phone numbers on RocketReach.
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