Andrew N. Davis

Andrew N. Davis Email and Phone Number

Private Investor @
Andrew N. Davis's Location
Atlanta Metropolitan Area, United States
Andrew N. Davis's Contact Details

Andrew N. Davis work email

Andrew N. Davis personal email

n/a

Andrew N. Davis phone numbers

About Andrew N. Davis

Andrew Neil Davis I am a skilled, experienced and highly professional financial adviser, manager, marketer and relationship builder.I have worked on Wall Street and Main Street. I am equally comfortable and adept working with individual clients both more modestly accomplished or having high net worth. I have worked with individual business owners and Fortune 500 companies and financial institutions.In my career, I have served as an institutional fixed-income adviser, a mortgage-backed securities expert and a client-centered equity and mutual fund manager.I have helped establish employer-sponsored qualified retirement plans and have written a training manual intended to assist advisers as they work with plan participants.I have assisted clients constructing new business plans and have helped them through the borrowing process.I have worked with multiple foreign entities both through the EB-5 process and the placement of private equity in the United States markets.I am an able presenter and public speaker, equally comfortable in front of a single potential clients or a convention-sized crowd.I am highly motivated and am aggressively seeking an opportunity either within or tangential to my specific career experiences. Sales and sales management, regardless of the industry, have certain commonalities beside product specificity. I am a quick learner and I am certain would find the opportunity to master a new product or discipline to be a challenging yet exhilarating experience.

Andrew N. Davis's Current Company Details
ARGOSY Financial Solutions LLC

Argosy Financial Solutions Llc

Private Investor
Andrew N. Davis Work Experience Details
  • Argosy Financial Solutions Llc
    Managing Partner
    Argosy Financial Solutions Llc Apr 2011 - Present
    Far Hills And Princeton, New Jersey And Atlanta, Georgia
    ARGOSY Financial Solutions LLC is a financial concierge/modified family office working with high net worth individuals, families and closely-held companies as well as the legal, accounting and independent advisory professions providing advice, products and services in the areas of separate account asset management, alternative investing, trust services, insurance and estate planning, qualified retirement planning and business advisory.
  • Zacks Investment Management
    Regional Vice President
    Zacks Investment Management Jan 2006 - Feb 2010
    Greater Atlanta Area
  • Merrill Lynch & Co.
    Financial Advisor
    Merrill Lynch & Co. 1999 - 2006
    Greater Atlanta Area
  • Bear Stearns & Co
    Limited Partner
    Bear Stearns & Co 1983 - 1999
    Greater New York City Area And Atlanta
    I was producing fixed income sales manager covering large institutions for MBS, U.S Government and corporate debt.Built office into one of the highest producing offices in the system. Also served on new product development committee and sponsored firm meetings and presentations.
  • Salomon Brothers
    Vice President
    Salomon Brothers 1976 - 1982
    Greater Atlanta Area

Andrew N. Davis Skills

Asset Management Alternative Investments Securities Asset Protection Trusts Insurance Estate Planning Retirement Planning Series 7 Mutual Funds Private Equity Investments Retirement 401k Financial Advisory Wealth Transfer Investment Strategies Capital Markets Pensions Investment Advisory Asset Managment Financial Services Finance Management Fixed Income

Andrew N. Davis Education Details

Frequently Asked Questions about Andrew N. Davis

What company does Andrew N. Davis work for?

Andrew N. Davis works for Argosy Financial Solutions Llc

What is Andrew N. Davis's role at the current company?

Andrew N. Davis's current role is Private Investor.

What is Andrew N. Davis's email address?

Andrew N. Davis's email address is su****@****ast.net

What is Andrew N. Davis's direct phone number?

Andrew N. Davis's direct phone number is +177085*****

What schools did Andrew N. Davis attend?

Andrew N. Davis attended Rutgers, The State University Of New Jersey-New Brunswick, American University, Union High School Union, N.j..

What skills is Andrew N. Davis known for?

Andrew N. Davis has skills like Asset Management, Alternative Investments, Securities, Asset Protection, Trusts, Insurance, Estate Planning, Retirement Planning, Series 7, Mutual Funds, Private Equity, Investments.

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