Devon Davis Email and Phone Number
Devon Davis work email
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Devon Davis personal email
Experienced Banker covering Colorado & Michigan focused on helping high net worth and ultra-high net worth families achieve their goals. As a Private Banker I strive to provide a holistic approach to financial planning and help craft customized solutions for my clients. I pride myself on getting to know my clients and building lasting relationships over time.
Cibc Private Wealth Us
View- Employees:
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Managing Director & Market ManagerCibc Private Wealth Us Jul 2023 - PresentDenver, Colorado, United States
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Board MemberFamily Star Montessori Jan 2022 - PresentDenver, Colorado, United States -
Vice President, Senior Banking Advisor - Pnc Private BankPnc Feb 2023 - Jul 2023Denver, Colorado, United States -
Vice President, Banking Advisor Lll - Pnc Private BankPnc Nov 2021 - Feb 2023Denver, Colorado, United States
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Vice President, Banking Advisor Ll - Pnc Private BankPnc Mar 2021 - Nov 2021Denver, Colorado, United States· As the Private Banker for the Colorado market my job is to assist client with personal deposit and liquidity needs· Cultivated strong internal and external relationships with channel partners and COIs that resulted in significant new business to PNC· Helped develop market presence for PNC using a community focused approach to connect with local nonprofits and COIs
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Avp Banking Advisor - Pnc Private BankPnc Jul 2019 - Mar 2021Greater Detroit Area· During 2020 grew overall book of business from total loan and deposits of $75MM to $173MM while increasing overall revenue growth by 260%· Started new mortgage partnership program within the Detroit market that led to increased internal referrals from MLOs and over $20MM in new mortgage loans· Used credit underwriting knowledge to develop customized solutions for Private Bank and Commercialclients
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Asset Management Group Banking AnalystPnc Feb 2018 - Jul 2019Detroit, Michigan· Assisted with credit analysis and loan structuring for PNC Great Lakes Wealth Management offices on asset-based lending, aviation financing, unsecured LOCs, interest rate swaps, loan syndications, and other financing.· Worked as a dual role analyst with PNC Wealth Management and Hawthorn Family Office advising clients on all private banking needs.
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Branch Sales & Service AssociatePnc Jul 2016 - Mar 2018Berkley, Michigan· Lead banker within PNC business banking center, carried 2nd highest revenue within the Detroit North Region through 2017.· Collaborated with my internal partners to deliver financial peace of mind to our clients with through thoughtful solutions based on meaningful discussions with the client.
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Branch Sales And Service RepresentativePnc Mar 2016 - Jul 2016Greater Detroit Area· Provided deposit product and lending services to clients throughout PNC footprint while working with internal partners to refer business through cross-selling activity.· Serviced personal and business accounts while identifying risk to the bank and having no write-offs.
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Teaching AssistantBeautiful Savior Early Education Center Sep 2014 - Mar 2016Bloomfield Hills, Michigan, United StatesAs a Teaching Assistant I helped run classrooms with kids age 0-5. Each classroom had it's own curriculum that we would follow focusing on early development.
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Financial Services InternUpstream Investment Partners, Llc Jan 2015 - Mar 2015 -
SecfUs Navy Jun 2012 - Mar 2013
Devon Davis Skills
Devon Davis Education Details
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3.6 -
Accounting And Finance
Frequently Asked Questions about Devon Davis
What company does Devon Davis work for?
Devon Davis works for Cibc Private Wealth Us
What is Devon Davis's role at the current company?
Devon Davis's current role is Managing Director & Market Manager, CIBC Private Wealth US.
What is Devon Davis's email address?
Devon Davis's email address is de****@****pnc.com
What schools did Devon Davis attend?
Devon Davis attended Walsh College, Oakland Community College.
What skills is Devon Davis known for?
Devon Davis has skills like Financial Analysis, Customer Service, Credit, Banking, Finance, Microsoft Excel, Microsoft Word, Microsoft Office, Management, Time Management.
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