Adam Davidson

Adam Davidson Email and Phone Number

Senior Vice President, Corporate Strategy at LPL Financial @ LPL Financial
san diego, california, united states
Adam Davidson's Location
Boston, Massachusetts, United States, United States
Adam Davidson's Contact Details

Adam Davidson personal email

n/a
About Adam Davidson

Adam Davidson is a Senior Vice President, Corporate Strategy at LPL Financial at LPL Financial. He possess expertise in financial analysis, finance, bloomberg, microsoft excel, portfolio management and 12 more skills. Colleagues describe him as "I’m writing to highly recommend Adam Davidson for potential future career opportunities. I had the pleasure of working directly with Adam while we were both at Synchrony Financial. During our time together we worked directly on managing and running Synchrony’s securitization funding platforms. For over a year, I witnessed the dedication and attention to detail Adam displayed in in his everyday job responsibilities. Adam would consistently go above and beyond what was required to finish an assignment or complete a project. Adam’s understanding of complex financial data was outstanding but more importantly was his ability to quickly and efficiently summarize and communicate key financial data to senior managers throughout the organization. In addition to Adam’s financial knowledge Adam has a unique ability to communicate and work well with many different personalities regardless of career level. Adam would be an outstanding addition to any company. If you have any questions or would like to discuss his qualifications in more detail pleasye feel free to reach out to me directly. Jeff Sisko"

Adam Davidson's Current Company Details
LPL Financial

Lpl Financial

View
Senior Vice President, Corporate Strategy at LPL Financial
san diego, california, united states
Website:
lpl.com
Employees:
7900
Adam Davidson Work Experience Details
  • Lpl Financial
    Senior Vice President, Corporate Strategy
    Lpl Financial Oct 2023 - Present
    Boston, Massachusetts, United States
  • State Street
    Managing Director, Global Strategy
    State Street Nov 2020 - Sep 2023
    Boston, Massachusetts, United States
  • Bain & Company
    Consultant
    Bain & Company Jul 2018 - Oct 2020
    Greater Boston Area
    Bain & Company is a global management consultancy headquartered in Boston, Massachusetts. The firm provides advice to public, private, and non-profit organizations on important issues such as private equity investments, mergers & acquisitions, corporate strategy, finance, operations, and market analysis.
  • Shinola
    Mba Consultant
    Shinola Sep 2017 - Apr 2018
    Greater Detroit Area
    Functional Team Leader of the Supply Chain Management Team within the Living Business Leadership Experience (LBLE), part of the REAL at Ross experiential learning program. Provided analysis on audio product launches, including headphones and bookshelf speakers. Analyzed cost savings opportunities in other product areas across the Shinola portfolio including the Runwell Wall Clock.
  • Bain & Company
    Summer Associate Intern
    Bain & Company Jun 2017 - Aug 2017
    Greater Boston Area
  • Synchrony Financial
    Associate Vice President, Capital Markets
    Synchrony Financial Jul 2013 - Jun 2016
    Stamford, Ct
    Primary responsibilities include running monthly valuation modes for securitized portfolios as well as quarterly valuation models for the overall Synchrony Financial business. Work on all asset backed securities transactions for Synchrony Financial and supported the relaunch of the public securitization platform, Synchrony Credit Card Master Note trust, and the inaugural $826mm deal. Presented trust data to investors during roadshows and industry conferences. In addition supported the business by working on the funding side of Synchrony Financial during its $20B IPO and separation from GE Capital.
  • Ge Capital
    Financial Management Program- Fmp
    Ge Capital Jul 2011 - Aug 2013
    Greater New York City Area
    Worked with GE Capital in their Financial Management Program. The Financial Management Program is an intensive two-year entry-level program spanning four rotational assignments with classroom training designed to develop world-class financial leaders. These assignments include: financial planning, accounting, risk analysis, and forecasting and take place in the various different GE Capital businesses. Rotations included, FP&A Analyst at GE Capital Aviation Services, Controllership Analyst at GE Capital HQ, Risk Analyst at GE Capital Real Estate, and Securitization Analyst for GE Capital Retail Finance.
  • Ge Capital
    Fmp Securitization Analyst
    Ge Capital Jan 2013 - Jul 2013
    Stamford, Ct
    • Projected net income and ending net investment to present at monthly funding meetings by accounting for revenue, costs, seasonality, and other adjustments, resulting in approvals for 15% of the business
  • Ge Capital
    Fmp Risk Analyst
    Ge Capital Aug 2012 - Jan 2013
    Norwalk Ct
    • Analyzed and created stressed losses by running financial stress models and conducting deal due diligence and asset valuation, increasing efficiency of underwriting team by 20%
  • Ge Capital
    Fmp Controllership Analyst
    Ge Capital Jan 2012 - Aug 2012
    Greater New York City Area
    • Coordinated controllership initiatives across 20 global management entities and developed process to track key metrics, reducing unreconciled accounts by 30%• Consolidated and presented quarter closing balance sheet reviews to senior leadership team and booked quarter closing journal entries to ensure timely account closings
  • Ge Capital
    Fmp Fp&A Analyst- Gecas
    Ge Capital Jul 2011 - Jan 2012
    Greater New York City Area
    • Ran weekly net income estimate process for four operating segments and created industry and financial pages to present to senior management
  • Ge Capital
    Fmp Intern
    Ge Capital May 2010 - Aug 2010

Adam Davidson Skills

Financial Analysis Finance Bloomberg Microsoft Excel Portfolio Management Financial Modeling Powerpoint Capital Markets Strategic Financial Planning Analytical Skills Forecasting Analysis Accounting Investments Financial Risk Valuation Due Diligence

Adam Davidson Education Details

Frequently Asked Questions about Adam Davidson

What company does Adam Davidson work for?

Adam Davidson works for Lpl Financial

What is Adam Davidson's role at the current company?

Adam Davidson's current role is Senior Vice President, Corporate Strategy at LPL Financial.

What is Adam Davidson's email address?

Adam Davidson's email address is ad****@****ain.com

What schools did Adam Davidson attend?

Adam Davidson attended University Of Michigan - Stephen M. Ross School Of Business, Syracuse University - Martin J. Whitman School Of Management.

What skills is Adam Davidson known for?

Adam Davidson has skills like Financial Analysis, Finance, Bloomberg, Microsoft Excel, Portfolio Management, Financial Modeling, Powerpoint, Capital Markets, Strategic Financial Planning, Analytical Skills, Forecasting, Analysis.

Who are Adam Davidson's colleagues?

Adam Davidson's colleagues are Kelly Francis, Chfc®, Crc®, Cka®, Kyle Knell, Shaquille Richardson, Mba, Yash Patel, Erin Kent, Daniel Coil Cfp®, Emmanuel Simpson.

Not the Adam Davidson you were looking for?

  • Adam Davidson

    Charlotte, Vt
    3
    npr.org, adamdavidson.com, newyorker.com
  • Adam Davidson

    Greater Chicago Area
    1
    chicagotrading.com
  • Adam Davidson

    Denver Metropolitan Area
    5
    gmail.com, mason.wm.edu, tridentresources.co.uk, tridentroyalties.com, rcflp.com

    1 (720) 9XXXXXXX

  • Adam Davidson

    Dallas-Fort Worth Metroplex
    3
    qaviationgroup.com, qinvestments.com, aerocapitalsolutions.com

    1 (817) 3XXXXXXX

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.