Bill Davis Email and Phone Number
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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.
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Chief Executive OfficerPinnacle Capital Group Aug 2018 - PresentLos Angeles, California, UsSenior 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 services. National and global reach in multiple verticals, business lines and partners with a strong focus on private equity, hedge funds and RIA relationships. Directly supervise all Broker-Dealer & RIA functional areas and General Securities Principals. Focused on business development and talent acquisition. Strong thought leadership, presentation and operational experience.
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Founder & PrincipalSentinel Stone Financial Llc Oct 2023 - PresentBoise, Idaho, UsSentinel 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, ultra-premium services. -
Chief Executive Officer & PresidentFive 9 Securities, Llc May 2016 - Aug 2018Senior 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 Securities Principals. Particular focus on business development and talent acquisition. Implemented leading edge technology platform to digital library and mobile app for advisors, partner firms and their representatives. EB-5 support and processes for both Regional Center and Direct investment programs.
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President & Chief Operating OfficerAaron Capital, Inc. Apr 2015 - May 2016Columbus, Georgia, UsLead 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, financial, compliance and talent acquisition. SRO Executive Representative. Recently completed firm's strategic restructure. Implemented latest technology systems and archiving program while reducing costs by 30+%. Implemented EB-5 transaction channel for both Regional Center and Direct investment programs. Developed new compliance, acquisition and supervisory training programs. -
President, Cco, CioThe Options Group, Llc May 2012 - Apr 2015Managing 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 as a sub-advisor. Also served as Chief Operations and Compliance Officer.
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Osj Branch & Sales ManagerLpl Financial Dec 2007 - May 2012San Diego, Ca, UsA 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. -
Private Wealth ManagerLincoln Financial Advisors Jan 1999 - Dec 2007Philadelphia, Pennsylvania, UsRetirement, 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. -
Senior LeaderUnited States Marine Corps Jan 1976 - Dec 1996Washington, Dc, UsInfantry & 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 School, Quantico, VA.
Bill Davis Skills
Bill Davis Education Details
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University Of Mary WashingtonBusiness & Economics
Frequently Asked Questions about Bill Davis
What company does Bill Davis work for?
Bill Davis works for Pinnacle Capital Group
What is Bill Davis's role at the current company?
Bill Davis's current role is Chief Executive Officer at Pinnacle Capital Group.
What is Bill Davis's email address?
Bill Davis's email address is bi****@****lth.net
What is Bill Davis's direct phone number?
Bill Davis's direct phone number is +131092*****
What schools did Bill Davis attend?
Bill Davis attended University Of Mary Washington.
What skills is Bill Davis known for?
Bill Davis has skills like Organizational Leadership, General Securities Principal, Investment Banking, Broker Dealer Operations, Registered Investment Advisor, Regulatory Compliance, Series 7, Series 63, Series 65, Series 24, Finra, Life Insurance.
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