President Ain Ria And Consulting
Ria Firm And Expert Consultant
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Ted Davis Email & Phone Number
President AIN RIA and Consulting
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RIA Firm and Expert Consultant
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Role
President AIN RIA and Consulting
Location
Washington Dc-Baltimore Area, United States
Who is Ted Davis? Overview
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Quick answer
Ted Davis is listed as President AIN RIA and Consulting at RIA Firm and Expert Consultant, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a matched LinkedIn profile for Ted Davis.
Ted Davis previously worked as Director at Ain Consulting Services Limited and SVP Trust/Global Wealth and Investment at Bank Of America Merrill Lynch. Ted Davis holds Bachelor Of Arts, Finance And Financial Management Services from University Of Pennsylvania.
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RIA Firm and Expert Consultant
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About Ted Davis
Mr. Davis has been involved in management, technology and finance since the early 1980s. He is a marketing, technolgy and management expert. His areas of expertise include IT, disruptive technologies, banking, insurance, fintech and many other areas in various industries. He has been in many senior level positions in the IT, marketing and financial industry. He provides expert advice, analysis, research and current news on companies and other topics relevant to these industries. His clients include consultants, analysts, and other professionals seeking thorough analysis, commentary and research backed by over 30 years of industry experience. He has a keen ability to understand and communicate solutions to clients in need of answers and research to the most difficult topics in these industries.Working with an extensive network of contacts and industry experts he maintains up to date information on solutions, news, trends and industry developments. He has worked on 100's of projects for clients in the US, Europe, Latin America and Asia. A graduate of the University of Pennsylvania and Wharton, Mr. Davis has more than 30 years of multi-industry experience. He is also an expert commentator, lecturer and leading expert consultant on technology and the financial sector.Specialties:TechnologyMarketingManagementDisruptive TechnologiesInsuranceAlternativesMortgageREIT'sAsset ManagersFinancial softwareFund AdministrationRegulationPE/VCRIAsSmart Safe/CITRetail brokerageRobo-advisorsRetirement Custodians/Alternative CustodiansCredit card servicesClearing platformsTrust and private banking
Listed skills include Wealth Management, Investments, Financial Services, Asset Management, and 32 others.
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Ted Davis's current company
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3 roles
Ted Davis work experience
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Director
AIN specializes in expert consulting dealing with disruptors in fin-tech, banking, insurance, wealth management and other sectors. Mr. Davis provides expert consulting, training, research, analysis and commentary on pertinent topics and trends. He currently works with firms to understand industry disruptions, trends and impacts from change in fintech and other industry disruptors providing consulting, research and analysis. Focus areas include regulation, brand advocacy, communications, banking/business banking, insurance, wealth management, custodians, administration, asset management, fees and retirement. Throughout his 30+ year career, he has been instrumental in developing and implementing strategic direction, outsourcing, training and valuation in all segments of the financial services industry. This includes recent deep dive research work on alternative Investments and alternative custodians, ERISA and retirement accounts, robo-advisors, product distribution, wealth transfer, TAMPS, financial tech, Mortgage, DOL and regulatory issues. He works with global financial institutions, asset managers, and other wealth management companies. He can provide up to date deep dive research and analysis on many topics including, annuities, cash management/CIT, card, hedge funds, credit risk, regulation, BOLI/COLI, asset management, retirement, wealth management, PE and VC, REIT's, exchanges and other related topics.His business is heavily involved in analyzing the current state economy and the enormous change taking place in technology, outsourcing, regulation, fee compression, consolidation and, other issues that are facing financial service firms.
Svp Trust/Global Wealth And Investment
Banking and Trust services, credit card, lending and CRE. Global Wealth Management SVP.
Jun 1985 - Dec 2008
2 education records
Ted Davis education
Bachelor Of Arts, Finance And Financial Management Services
Executive Development Program, Business Administration And Management, General
FAQ
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What company does Ted Davis work for?
Ted Davis works for RIA Firm and Expert Consultant.
What is Ted Davis's role at RIA Firm and Expert Consultant?
Ted Davis is listed as President AIN RIA and Consulting at RIA Firm and Expert Consultant.
Where is Ted Davis based?
Ted Davis is based in Washington Dc-Baltimore Area, United States while working with RIA Firm and Expert Consultant.
What companies has Ted Davis worked for?
Ted Davis has worked for Ria Firm And Expert Consultant, Ain Consulting Services Limited, and Bank Of America Merrill Lynch.
How can I contact Ted Davis?
You can use AeroLeads to view verified contact signals for Ted Davis at RIA Firm and Expert Consultant, including work email, phone, and LinkedIn data when available.
What schools did Ted Davis attend?
Ted Davis holds Bachelor Of Arts, Finance And Financial Management Services from University Of Pennsylvania.
What skills is Ted Davis known for?
Ted Davis is listed with skills including Wealth Management, Investments, Financial Services, Asset Management, Finance, Management, Portfolio Management, and Retirement Planning.
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