Bedford Davie

Bedford Davie Email and Phone Number

IAR Cambridge Investment Research @ Centennial Bank
centennial, colorado, united states
Bedford Davie's Location
White Stone, Virginia, United States, United States
Bedford Davie's Contact Details

Bedford Davie personal email

About Bedford Davie

On my own with Cambridge Investment Research as an IAR. Long time since I built a client base for myself, much has changed. Amazing to me that advisors and firms measure by AUM (Assets Under Management or GDC (Gross Dealer Concession). This is still very much a sales business. I have a small affluent client base that I know extremely well. This allows me to advise based on actual client need rather than by product or manager.Major life include having a wide range of travels and experiences with a great family, wonderful memories of those departed and keeping a sense of humor through the tribulations of the last few years.. Life is very short and it accelerates towards the finsh. Slow down and smile!

Bedford Davie's Current Company Details
Centennial Bank

Centennial Bank

View
IAR Cambridge Investment Research
centennial, colorado, united states
Website:
centennialbanking.com
Employees:
39
Bedford Davie Work Experience Details
  • Centennial Bank
    Vp Investment Sales Centennial Bank
    Centennial Bank 2012 - Present
    Steamboat Springs, Co
    Creation and integration of bank investment sales program throughout 6 branch footprint within the mountain resortregions of Colorado. Training and sales of insurance, annuities mutual funds and investment products.
    View
  • Guardian Life Insurance Co
    Producer
    Guardian Life Insurance Co Aug 2009 - Feb 2012
    Personal production throughout Colorado, Virginia and Florida. Product lines include Life, Disability andLong term care.
  • International Yacht Sales
    Managing Director
    International Yacht Sales Oct 1999 - May 2005
    Yacht Sales, Boats - Direct, Managing DirectorGrowth and turnaround of mid size boat brokerage and dealership with approximately $10 mm in sales.Funding through Bombardier and Bank of America. Proprietary lines including Eliminator Sport-Craftand World Cat. Developed first fee based brokerage listing program in industry.
  • First Union Corporation
    Vice President Cmg
    First Union Corporation Jul 1996 - Aug 1999
    Advanced Markets. One of 10 officers nationwide with responsiblity for the integration of insuranceproducts line throughout Trust, Private Banking, Commercial Lending and Brokerage. Net revenue tobank year 1 in excess of $300,000. Premium delivered in 1998 in excess of $3mm.
  • Northwestern Mutual Life
    Special Agent
    Northwestern Mutual Life Aug 1992 - Jul 1996
    Number one new agent in the country 1993 Eastern Regional Year, MDRT qualifier. Leading agent 1994,winner Crauer Cup for district agency. Top producer for National Madison Group 1995, opened OceanReef, FL office in 1996.
  • Prudential Bache Securities
    Account Executive
    Prudential Bache Securities Sep 1981 - Feb 1986
    New York
    Completion of company training program for series 6/63/7 licensed securities brokers. Consistentproducer with revenue in excess of target guidelines all years. Insurance licensed year one, total first year production of over $125,000.

Bedford Davie Skills

Insurance Investments Mutual Funds Fixed Annuities Portfolio Management Sales Retirement Planning Estate Planning Management Variable Annuities Series 7 Securities Financial Advisory Real Estate 401k Brokers Series 6 Wealth Series 63 Retirement Alternative Investments Asset Management Financial Planners Long Term Care Relationship Marketing Employee Benefits Wealth Management Disability Insurance Iras Investment Management Financial Product Bank Integration And Sales Relationship Selling Series 65

Bedford Davie Education Details

Frequently Asked Questions about Bedford Davie

What company does Bedford Davie work for?

Bedford Davie works for Centennial Bank

What is Bedford Davie's role at the current company?

Bedford Davie's current role is IAR Cambridge Investment Research.

What is Bedford Davie's email address?

Bedford Davie's email address is et****@****aol.com

What is Bedford Davie's direct phone number?

Bedford Davie's direct phone number is +180476*****

What schools did Bedford Davie attend?

Bedford Davie attended Vanderbilt University, Brooks School, Eaglebrook School, Pace University.

What skills is Bedford Davie known for?

Bedford Davie has skills like Insurance, Investments, Mutual Funds, Fixed Annuities, Portfolio Management, Sales, Retirement Planning, Estate Planning, Management, Variable Annuities, Series 7, Securities.

Who are Bedford Davie's colleagues?

Bedford Davie's colleagues are Al Barber, Leslie Brown, Kay Fisher, Elba Beuster, Jeff Anderson, Garrett Ray, Jill Heap.

Not the Bedford Davie you were looking for?

View similar profiles

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.