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@oysterllc.com
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5 phones found area 804, 703, 704, 800, and 609
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LinkedIn matched
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Bill Davis is listed as Director Oyster Consulting LLC at Oyster Consulting, LLC, a company with 56 employees, based in Glen Allen, Virginia, United States. AeroLeads shows a work email signal at oysterllc.com, phone signal with area code 804, 703, 704, 800, 609, and a matched LinkedIn profile for Bill Davis.
Bill Davis previously worked as Vice President Mutual Fund Operations at Wells Fargo Advisors and Principal Fianancial Associates at Wells Fargo Advisors. Bill Davis holds Executive Management Program from Virginia Commonwealth University.
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AeroLeads found 1 current-domain work email signal for Bill Davis. Compare company email patterns before reaching out.
Financial services professional dedicated to providing the highest quality consulting services. Director of Planning Services at Oyster.I have over 40 years of experience in Brokerage Operations including Mutual Funds, UIT, Annuities, Alternative Investments, Call Centers, Client Service, Robo Advisor, Relationship Management for both Institutional "RIA and Brokerage," Retail Clients. I also specialize in Planning Services (Financial Planning Software). I have worked with Compliance in the following areas: Trade review, Advertising review, client complaints, e-mail review set-up. I also have experience with independent investment advisers and broker-dealers, bank broker-dealers, clearing, online and discount, and independent rep businesses. I have passed the FINRA series 6, 7, 24 and 63.Working with one of the industry’s leading Compliance consulting firms allows me to provide clients with Planning Services that are highly customized to meet the needs of each firm and individual Financial Advisor.I know the issues our clients face in many different areas and partner with them to provide the best tools to help support their needs, including Planning Services, Robo Advisor solutions, Mutual Funds, Annuities, Clearing, and many other areas of Operations and Compliance.
Listed skills include Mutual Funds, Financial Services, Securities, Investments, and 46 others.
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Glen Allen, VA
Oyster Consulting gives financial services industry clients innovative tools to understand, automate, optimize and analyze crucial functions. We have the expertise, experience and licensed professionals you need, all under one roof. Our seasoned industry leaders provide consulting, outsourcing and software to help you plan, manage risk, achieve compliance.
Financial services professional that is dedicated to providing the highest quality consulting services to our clients. Bringing over 32 years of experience in Brokerage Operations specifically Mutual Funds, UIT, Annuities and Alternative Investemnts. Experience with independent investment advisers and broker/dealers, bank broker/dealers, clearing, online.
Other employees you can reach at oysterllc.com. View company contacts for 56 employees →
Cathleen Depasquale
Colleague at Oyster Consulting, LlcBaden, Pennsylvania, United States, United States
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PD
Patrick Dennis
Colleague at Oyster Consulting, LlcGlen Allen, Virginia, United States, United States
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Richard Chase
Colleague at Oyster Consulting, LlcNew York City Metropolitan Area, United States
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Marycatherine Wilck-Pond
Colleague at Oyster Consulting, LlcRichmond, Virginia, United States, United States
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Fred Esposito
Colleague at Oyster Consulting, LlcRichmond, Virginia, United States, United States
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LD
Leonard Derus
Colleague at Oyster Consulting, LlcWashington DC-Baltimore Area, United States
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SD
Stacie D.
Colleague at Oyster Consulting, LlcGlen Allen, Virginia, United States, United States
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David Osborne
Colleague at Oyster Consulting, LlcGreater Richmond Region, United States
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JJ
James Johnson
Colleague at Oyster Consulting, LlcRomford, England, United Kingdom, United Kingdom
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DP
Dean Pelos
Colleague at Oyster Consulting, LlcPortland, Oregon, United States, United States
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Series 6, 7, 24 and 63
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Bill Davis works for Oyster Consulting, LLC.
Bill Davis is listed as Director Oyster Consulting LLC at Oyster Consulting, LLC.
AeroLeads has found 1 work email signal at @oysterllc.com for Bill Davis at Oyster Consulting, LLC.
AeroLeads has found 5 phone signal(s) with area code 804, 703, 704, 800, 609 for Bill Davis at Oyster Consulting, LLC.
Bill Davis is based in Glen Allen, Virginia, United States while working with Oyster Consulting, LLC.
Bill Davis has worked for Oyster Consulting, Llc, Wells Fargo Advisors, Folio Investing, Wachovia Securities, and Wachovia Securities, Llc.
Bill Davis's colleagues at Oyster Consulting, LLC include Cathleen Depasquale, Patrick Dennis, Richard Chase, Marycatherine Wilck-Pond, and Fred Esposito.
You can use AeroLeads to view verified contact signals for Bill Davis at Oyster Consulting, LLC, including work email, phone, and LinkedIn data when available.
Bill Davis holds Executive Management Program from Virginia Commonwealth University.
Bill Davis is listed with skills including Mutual Funds, Financial Services, Securities, Investments, Series 7, Risk Management, Wealth Management, and Equities.
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