Please complete the CAPTCHA to continue
@daviswealth.net
✓
1 phone found area 310
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Bill Davis is listed as Chief Executive Officer at Pinnacle Capital Group at Pinnacle Capital Group, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at daviswealth.net, phone signal with area code 310, and a matched LinkedIn profile for Bill Davis.
Bill Davis previously worked as Chief Executive Officer at Pinnacle Capital Group and Founder & Principal at Sentinel Stone Financial Llc. Bill Davis holds Bs, Business & Economics from University Of Mary Washington.
This section adds company-level context without repeating Bill Davis's masked contact details.
AeroLeads found 1 current-domain work email signal for Bill Davis. Compare company email patterns before reaching out.
Senior Financial Services Executive and Consultant. A Mentor and Supervisory Principal focused on the development of people, processes and organizations. Provides operational and business development leadership in the daily execution of a diverse financial services group that includes a Broker-Dealer, RIA, CTA and Merchant Bank. Designed and implemented a management and distribution platform to support alternative investment sponsors and syndicates. Supports Registered Reps and verticals such as M&A, investment banking, private placement of alternative investments, EB-5 transactions, futures and options on futures derivatives and tax strategies such as CE's, DST/1031's and QOZ's. Ongoing development of new partner relationships focused on non-liquid alternative investments, private equity, M&A, hedge funds, RIA's, CPO's, CTA's and their representatives. Strong thought leadership and operational experience. FINRA Series 3, 7, 79, 24, 27, 4, 14, 63, 65 and CA Insurance License # 0I49363.
Listed skills include Organizational Leadership, General Securities Principal, Investment Banking, Broker Dealer Operations, and 14 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Los Angeles, California, US
Senior Managing Principal/Shareholder of Pinnacle Capital Group which includes Pinnacle Capital Securities and Pinnacle Capital Advisors, a Broker-Dealer, RIA & CTA financial services complex. Core focus on the institutional private placement of and management/retail distribution of alternative investments, Managing Broker-Dealer and 15a-6 Chaperone.
Boise, Idaho, US
Sentinel Stone Financial LLC serves as a veteran owned and managed elite Merchant Bank, specializing in innovative and reliable capital solutions in the Real Estate and Business sectors. Leveraging our strategic alignment and affiliation with the Pinnacle Capital Group, we offer a unique blend of financial acumen, setting new standards in customer-centric.
Senior Managing Principal of a Broker-Dealer and Investment Bank with a core focus on the institutional private placement of alternative investments. Global operations and partners with a strong focus on private equity and hedge fund relationships. Regional focus on Asia. Responsible for and directly supervise all Broker-Dealer functional areas and General.
Columbus, Georgia, US
Lead Supervisory Principal and Chief Operating Officer of an Investment Bank, Broker/Dealer & RIA with multiple branches, diverse partners and operations throughout the U.S. Responsible for and directly supervise all Broker-Dealer, OSJ Branches, Supervisory Principals and functional area actions. Particular focus on business development, new partner firms.
Managing Principal of a boutique Registered Investment Advisory firm that specialized in unique wealth management solutions for Qualified Purchasers & HNW Investors. Focused on protection and enhancement of diversified equity portfolios through the use of conservative option strategies. Raised capital to position firm for hedge fund migration or deployment.
San Diego, CA, US
A boutique entrepreneurial firm. Designed and integrated Private Client group/wealth management process for Accredited/HNW Investors & Qualified Purchasers. Emphasis on integrated financial planning, portfolio design and asset management solutions. Focused on third party relationship development. OSJ Branch Supervisory Principal.
Philadelphia, Pennsylvania, US
Retirement, Charitable and Insurance based strategies. Portfolio design and management for HNW private clients. Additional role to consult with UBS advisors and their HNW clients. Focused on integration of asset management plans with estate and business succession strategies. Conducted numerous seminars on wealth preservation strategies.
Washington, DC, US
Infantry & Reconnaissance leader, Foreign Exchange, Sea Duty, USS New Jersey (BB-62), Operational experience in SE & SW Asia, Middle East, and Northern Europe. Represented the Marine Corps at numerous high visibility public and civic events. Senior leader and mentor roles at U.S Naval Academy, Annapolis, MD, Marine Barracks, Washington, DC, and The Basic.
Quick answers generated from the profile data available on this page.
Bill Davis works for Pinnacle Capital Group.
Bill Davis is listed as Chief Executive Officer at Pinnacle Capital Group at Pinnacle Capital Group.
AeroLeads has found 1 work email signal at @daviswealth.net for Bill Davis at Pinnacle Capital Group.
AeroLeads has found 1 phone signal(s) with area code 310 for Bill Davis at Pinnacle Capital Group.
Bill Davis is based in Los Angeles Metropolitan Area, United States, United States while working with Pinnacle Capital Group.
Bill Davis has worked for Pinnacle Capital Group, Sentinel Stone Financial Llc, Five 9 Securities, Llc, Aaron Capital, Inc., and The Options Group, Llc.
You can use AeroLeads to view verified contact signals for Bill Davis at Pinnacle Capital Group, including work email, phone, and LinkedIn data when available.
Bill Davis holds Bs, Business & Economics from University Of Mary Washington.
Bill Davis is listed with skills including Organizational Leadership, General Securities Principal, Investment Banking, Broker Dealer Operations, Registered Investment Advisor, Regulatory Compliance, Series 7, and Series 63.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts