2018 -2023 Director and Client Advisor at Alex.Brown @ Alex.Brown, a Divison of Raymond James
2016 -2018 Vice President, Client Advisor @
2008 -2016 Vice President and Client Advisor @
2005 -2008 Financial Consultant @
Wesley Davis Education
Emory University - Goizueta Business School
MBA
2002-2004
Davidson College
BA (Political Science)
1990-1994
Groton School 1987-1990
Wesley Davis Skills
Investment Advisory
Equities
Wealth Management
Series 7
Alternative Investments
Fluent in Spanish
Project Management
Microsoft Office
Public Speaking
Financial Services
Sales
Film Industry
Financial Reporting
Change Management
Microsoft Excel
Wesley Davis Summary
Wesley Davis, based in Winston-Salem, NC, US, is currently a Partner at Adi Dassler International Family Office (ADFO). Wesley Davis brings experience from previous roles at Alex.Brown, a Divison of Raymond James, Alex. Brown, a Division of Raymond James, Deutsche Bank Alex.Brown and RBC Dain Rauscher. Wesley Davis holds a 2002 - 2004 MBA @ Emory University - Goizueta Business School. With a robust skill set that includes Investment Advisory, Equities, Wealth Management, Series 7, Alternative Investments and more. Wesley Davis has 1 emails and 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.