Bill Davis Email & Phone Number

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 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.

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, ultra-premium services.

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 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.

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, 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.

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 as a sub-advisor. Also served as Chief Operations and Compliance Officer.

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 School, Quantico, VA.