Andrew N. Davis work email
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Andrew N. Davis personal email
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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.
Argosy Financial Solutions Llc
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Managing PartnerArgosy Financial Solutions Llc Apr 2011 - PresentFar Hills And Princeton, New Jersey And Atlanta, GeorgiaARGOSY 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.
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Regional Vice PresidentZacks Investment Management Jan 2006 - Feb 2010Greater Atlanta Area -
Financial AdvisorMerrill Lynch & Co. 1999 - 2006Greater Atlanta Area -
Limited PartnerBear Stearns & Co 1983 - 1999Greater New York City Area And AtlantaI 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. -
Vice PresidentSalomon Brothers 1976 - 1982Greater Atlanta Area
Andrew N. Davis Skills
Andrew N. Davis Education Details
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Political Science And History -
Union High School Union, N.J.College Prep
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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Andrew N. Davis
Highly Experienced In Sales, Marketing, Scientific Applications, Customer Account & Lab ManagementProvidence County, Ri -
Andrew N. Davis
Brooklyn, Ny4work.ac, rex-ny.com, utexas.edu, 1100architect.com -
Andrew N. Davis, CFA
Philadelphia, Pa3gmail.com, westcapital.com, seic.com
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