Evan Davies, Cfp®

Evan Davies, Cfp® Email and Phone Number

Wealth Manager @ Praetorian Guard
Washington, DC, US
Evan Davies, Cfp®'s Location
Washington DC-Baltimore Area, United States
Evan Davies, Cfp®'s Contact Details

Evan Davies, Cfp® personal email

n/a
About Evan Davies, Cfp®

CERTIFIED FINANCIAL PLANNER™ professional.Passionate about promoting financial literacy and exploring new methods to improve service members' personal financial readiness.Retiring after 20 years of active duty US Army service in combat, higher education, and data science roles.

Evan Davies, Cfp®'s Current Company Details
Praetorian Guard

Praetorian Guard

View
Wealth Manager
Washington, DC, US
Employees:
15
Evan Davies, Cfp® Work Experience Details
  • Praetorian Guard
    Wealth Manager
    Praetorian Guard
    Washington, Dc, Us
  • Us Army
    Chief Financial Data Officer
    Us Army May 2022 - Present
    Fort George G. Meade, Maryland, United States
  • Us Army
    Mission & Market Analysis Division Chief
    Us Army Jul 2019 - May 2022
    Fort George G. Meade, Maryland, United States
    Led market research, dynamic data visualization and analytic development for US Army Recruiting Brigade covering the Northeast USA and Europe.
  • Us Army
    Aviation Analysis And Evaluation Officer
    Us Army Sep 2017 - Jul 2019
    The Pentagon
    Performed analysis for Headquarters Department of the Army, G-3/5/7, Aviation Directorate (DAMO-AV) Force Analysis and Plans Division.Led analytical efforts for Army Aviator retention monetary bonus program, synthesized data for the Holistic Aviation Assessment Task Force, served as lead analyst for pilot shortage mitigation efforts.
  • United States Military Academy At West Point
    Assistant Professor Of Economics
    United States Military Academy At West Point Jul 2016 - Aug 2017
    West Point, Ny
    - Instructor and Course Director for both SS470 (Money and Banking) and SS201 (Principles of Economics)- Held role of USMA Financial Literacy Initiative Officer within the Cadet Investment Club- Presented a seminar entitled “Personal Financial Foundations”- Mentored cadets through PL300 (Military Leadership) & the Cadet Scholarship Program- Served as Sosh Department Talent Recruiting Officer- Assisted military families as an IRS Volunteer Income Tax Assistance (VITA) Income Tax Preparer
  • United States Military Academy At West Point
    Instructor Of Economics
    United States Military Academy At West Point May 2014 - Jul 2016
    West Point, Ny
    - Course Director for SS391 (Personal Finance for Army Leaders)- Instructor for SS201 (Principles of Economics) and SS251 (Advanced Principles of Economics) - Led the Cadet Investment Club as the Officer in Charge- Assisted military families through IRS Volunteer Income Tax Assistance (VITA) Income Tax Program - Mentored cadets through PL300 (Military Leadership) and the Leader Challenge Mentor program- Served as Sosh Department Talent Recruiting Officer
  • Finance For Teachers
    Summer Associate
    Finance For Teachers Jun 2013 - Aug 2013
    Cary, Il
    - Assisted personal finance start-up by writing a business plan and developing customer acquisition initiatives- Gained private wealth management and sales experience
  • Us Army
    Brigade Operations Planner
    Us Army Sep 2011 - Jul 2012
    Fort Stewart, Ga
    - Developed a 3 year training plan and executed large-scale training events for 4,000+ Soldiers deploying to Afghanistan- Led a team of 10 captains and 8 senior enlisted Soldiers in creation and execution of all brigade level long range plans- Led planning for a brigade mission readiness exercise designed as leader-reaction based multi-week training event
  • Us Army
    Headquarters Troop Commander
    Us Army Aug 2010 - Aug 2011
    Fort Stewart, Ga
    - Led a troop of 163 Soldiers responsible for civil support and economic stabilization in southern Baghdad- Planned and led construction efforts for a joint base that housed over 600 Soldiers and 1,000 Iraqi Security Force members- Sole junior officer chosen to present at the West Point Senior Leader Conference on the impact of U.S. economic growth policy in Iraq
  • Us Army
    Reconnaissance Troop Commander
    Us Army Mar 2009 - Aug 2010
    Fort Stewart, Ga
    - Led troop of 103 Soldiers and advised an Iraqi Police commander in charge of over 3,000+ officers in Baghdad’s Doura District- Facilitated the safe return of 250+ internally displaced Iraqi families in conjunction with the U.S. Embassy in Baghdad- Established a Boy Scout program for 100+ underprivileged youth in Doura- Launched an international modern art symposium featuring 45 Iraqi artists’ work to display the return to normalcy and cultural resurgence of Doura- Assisted 27 business owners start, or improve, their venture(s) through the prudent application of over $140,000 in micro-finance funding- Completed a $400,000 neighborhood revitalization project that spurred economic growth in southern Baghdad
  • Us Army
    Tank Company Executive Officer
    Us Army Oct 2007 - Sep 2008
    Fort Stewart, Ga
    - Designed programs to ensure operational readiness of 32 tactical vehicles; second in command- Commanded the company during a month-long mission to protect Governor of Al-Anbar Province and transition the unit’s operating environment with the II MEF, USMC- Ensured 98% of vehicles operational during deployment through an innovative maintenance program
  • Us Army
    Tank Platoon Leader
    Us Army Dec 2005 - Oct 2007
    Fort Stewart, Ga
    - Led a platoon of 16 Soldiers and trained 300+ Iraqi Police recruits- Oversaw construction of medical clinic, school, 3 large scale neighborhood improvement projects and opening of 15 small businesses, totaling over $1 million- Restored basic life sustaining services to 3 towns with a total population of 10,000+ Iraqi civilians

Evan Davies, Cfp® Skills

Leadership Operational Planning Program Management Military Training Army Military Operations Military Experience Security

Evan Davies, Cfp® Education Details

Frequently Asked Questions about Evan Davies, Cfp®

What company does Evan Davies, Cfp® work for?

Evan Davies, Cfp® works for Praetorian Guard

What is Evan Davies, Cfp®'s role at the current company?

Evan Davies, Cfp®'s current role is Wealth Manager.

What is Evan Davies, Cfp®'s email address?

Evan Davies, Cfp®'s email address is ev****@****rmy.mil

What schools did Evan Davies, Cfp® attend?

Evan Davies, Cfp® attended Harvard Business School, United States Military Academy At West Point, College For Financial Planning.

What skills is Evan Davies, Cfp® known for?

Evan Davies, Cfp® has skills like Leadership, Operational Planning, Program Management, Military, Training, Army, Military Operations, Military Experience, Security.

Who are Evan Davies, Cfp®'s colleagues?

Evan Davies, Cfp®'s colleagues are Bianca Maria, Drew Nelson, Cfp®, Jerry Ledzinski, Timoi Phillips, Marc Wehmeyer, Cfp®, Joe Clark, Cfp®, Jackson Sendell.

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