Ben Davidson

Ben Davidson Email and Phone Number

Strategic Planning Consultant at Wolters Kluwer @ Wolters Kluwer
alphen, zuid-holland, netherlands
Ben Davidson's Location
Holmen, Wisconsin, United States, United States
Ben Davidson's Contact Details
About Ben Davidson

Ben Davidson is a Strategic Planning Consultant at Wolters Kluwer at Wolters Kluwer. He possess expertise in investments, risk management, customer service, leadership, options and 12 more skills.

Ben Davidson's Current Company Details
Wolters Kluwer

Wolters Kluwer

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Strategic Planning Consultant at Wolters Kluwer
alphen, zuid-holland, netherlands
Employees:
17774
Ben Davidson Work Experience Details
  • Wolters Kluwer
    Strategic Planning Consultant
    Wolters Kluwer Jun 2022 - Present
  • Marine Credit Union
    Financial Analyst
    Marine Credit Union Aug 2019 - Jun 2022
    La Crosse, Wisconsin
    I provided analytical support for various internal business units. Additionally, I compiled and gathered data to be utilized in reporting for executives.
  • Principal Financial Group
    Sr. Broker Dealer Analyst
    Principal Financial Group Mar 2017 - Aug 2019
    Des Moines, Iowa
    I reconciled retirement trading accounts, provided trade support and reporting for various business units.
  • Principal Financial Group
    Broker Dealer Analyst
    Principal Financial Group Dec 2014 - Mar 2017
    Des Moines, Iowa
    I worked closely with internal and external stakeholders such as accounting, operations, transfer agents and relationship management in trading and transferring of retirement assets.
  • Transamerica
    Reporting And Disclosure Associate
    Transamerica Feb 2013 - Dec 2014
    Cedar Rapids, Iowa
    I was accountable for compiling year-end audit and compliance filing data for retirement plans. I fielded inquiries from auditors, plan sponsors and additional stakeholders.
  • Pfgbest
    Customer Service/Technical Support
    Pfgbest Nov 2011 - Jul 2012
    Cedar Falls, Iowa
    I assisted self-directed traders with their accounts and any technical issues that were encountered with their trading platform. As well as responding to other various general inquiries by customers on a daily basis.

Ben Davidson Skills

Investments Risk Management Customer Service Leadership Options Trading Financial Reporting Mutual Funds Futures Trading Data Analysis Training Microsoft Excel Microsoft Access Communication Back Office Operations Audit Relationship Building

Ben Davidson Education Details

Frequently Asked Questions about Ben Davidson

What company does Ben Davidson work for?

Ben Davidson works for Wolters Kluwer

What is Ben Davidson's role at the current company?

Ben Davidson's current role is Strategic Planning Consultant at Wolters Kluwer.

What is Ben Davidson's email address?

Ben Davidson's email address is be****@****ail.com

What is Ben Davidson's direct phone number?

Ben Davidson's direct phone number is +131941*****

What schools did Ben Davidson attend?

Ben Davidson attended Harvard Business School Online, University Of Northern Iowa.

What skills is Ben Davidson known for?

Ben Davidson has skills like Investments, Risk Management, Customer Service, Leadership, Options, Trading, Financial Reporting, Mutual Funds, Futures Trading, Data Analysis, Training, Microsoft Excel.

Who are Ben Davidson's colleagues?

Ben Davidson's colleagues are Alexsander Menezes, Megan Fourman, Mrunal Marane, Courtnee Kyle, Adam Cabaj, Jennifer Nunes, Jessica Van Den Heuvel.

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