"We believe that the industry has lost its way. It is time again for strong trusted relationships to be the key driver in our success as custodians of our clients wealth, no matter where that client may choose to live." - CJ DavidsonI am the Founder and Managing Principal of Proxy Financial and its network of Financial Services companies: Proxy Capital Partners, Proxy Wealth Advisors, Proxy Strategic Partners and Proxy Eb5 Services. I built Proxy on my years of experience in building complex financial services companies from a boutique, retail and institutional perspective in New York City, the San Francisco Bay Area and now in my home town of Dallas-Fort Worth, Texas. My vision is to push Proxy's client first culture, technology leveraged platform and internationally extended financial ecosystem into the forefront the financial world. Having a truly digital footprint has allowed us to reach Advisors and their clients in 19 major cities in 9 states and 3 countries worldwide. If you aspire to be on the same mission, it is time to join us. In my free time I enjoy traveling, food, exercising, spending time with family in NYC and California and doing anything that makes my Pomsky Kingston happy.
Listed skills include Financial Services, Asset Managment, Tax Reduction Strategies, Investments, and 10 others.