Ted Davis

Ted Davis Email and Phone Number

President AIN RIA and Consulting @ RIA Firm and Expert Consultant
Jensen Beach, FL, US
Ted Davis's Location
Washington DC-Baltimore Area, United States
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

Ted Davis's Current Company Details
RIA Firm and Expert Consultant

Ria Firm And Expert Consultant

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President AIN RIA and Consulting
Jensen Beach, FL, US
Ted Davis Work Experience Details
  • Ria Firm And Expert Consultant
    President Ain Ria And Consulting
    Ria Firm And Expert Consultant
    Jensen Beach, Fl, Us
  • Ain Consulting Services Limited
    Director
    Ain Consulting Services Limited Jun 2010 - Present
    Palm Beach, Fl
    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.
  • Bank Of America Merrill Lynch
    Svp Trust/Global Wealth And Investment
    Bank Of America Merrill Lynch Jun 1985 - Dec 2008
    Various Locations
    Banking and Trust services, credit card, lending and CRE. Global Wealth Management SVP.

Ted Davis Skills

Wealth Management Investments Financial Services Asset Management Finance Management Portfolio Management Retirement Planning Leadership Banking Financial Advisory Business Strategy Alternative Investments Strategic Planning Equities Trading Insurance Series 7 Strategic Financial Planning Analysis Strategy Mergers And Acquisitions Securities Employee Training Trust Services Managing Accounts Brokerage Asset Managment Risk Management Asset Allocation Retirement Wealth Management Services Hedge Funds Fixed Annuities Mutual Funds Financial Planning

Ted Davis Education Details

Frequently Asked Questions about Ted Davis

What company does Ted Davis work for?

Ted Davis works for Ria Firm And Expert Consultant

What is Ted Davis's role at the current company?

Ted Davis's current role is President AIN RIA and Consulting.

What schools did Ted Davis attend?

Ted Davis attended University Of Pennsylvania, University Of Pennsylvania - The Wharton School.

What skills is Ted Davis known for?

Ted Davis has skills like Wealth Management, Investments, Financial Services, Asset Management, Finance, Management, Portfolio Management, Retirement Planning, Leadership, Banking, Financial Advisory, Business Strategy.

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