Will Davis Email & Phone Number
Managing Director, Western Division manager - RIA Team @ J.P. Morgan Asset Management
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Will Davis Location
- Houston, TX, US
Will Davis Work
- 2024 -now Managing Director, Western Division manager - RIA Team @
- 2021 -2024 Managing Director, Head of ETF Distribution - US Advisor @
- 2016 -2021 Managing Director, Southern Division Manager - IBD @
- 2010 -2016 Executive Director, Client Advisor - Wealth Management (TX) @
- 1998 -2010 Advisor Consultant @
Will Davis Education
- University of Houston
- University of Houston, C.T. Bauer College of Business
(Bachelor of Business Administration (BBA))
Will Davis Skills
- Series 7
- Mutual Funds
- Investments
- Asset Management
- Alternative Investments
- Securities
- Series 63
- ETFs
- Equities
- Asset Allocation
- Fixed Income
- Separately Managed Accounts
- Financial Analysis
- Investment Management
- Investment Advisory
- Valuation
- Investment Strategies
- Hedge Funds
- Portfolio Management
- Financial Modeling
- Wealth Management
- Banking
- Customer Service
- Leadership
- Microsoft Excel
- Microsoft Office
- Continuous Improvement
- C++
- Management
- Microsoft Word
- Separately Managed
- Risk Management
- Business Analysis
Will Davis Summary
- Will Davis, based in Houston, TX, US, is currently a Managing Director, Western Division manager - RIA Team at J.P. Morgan Asset Management. Will Davis brings experience from previous roles at J.P. Morgan Asset Management and Nuveen, a TIAA company. Will Davis holds a University of Houston. With a robust skill set that includes Series 7, Mutual Funds, Investments, Asset Management, Alternative Investments and more. Will Davis has 3 emails and 3 mobile phone numbers on RocketReach.
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