Felix Davidson

Felix Davidson Email and Phone Number

Financial Services Executive / Board Director @ Surfin-Meta
Felix Davidson's Location
Omaha, Nebraska, United States, United States
Felix Davidson's Contact Details

Felix Davidson personal email

Felix Davidson phone numbers

About Felix Davidson

Felix Davidson is a Financial Services Executive / Board Director at Surfin-Meta. He possess expertise in risk management, management, financial services, leadership, strategy and 38 more skills. Colleagues describe him as "I was fortunate to work with Felix Davidson during my tenure at TD Ameritrade. Felix is a strong leader who provides clear direction on all initiatives throughout his organization. He has an innate ability to connect with all levels throughout the organization and builds strategic partnerships with key colleagues." and "Felix Davidson is by far one of the most inspirational leaders I have encountered. He has an ability to be straightforward regardless of the situation or circumstances, he exudes integrity and he empowers his people to make decisions and learn from mistakes. He maintains an open door policy, is open to feedback from subordinates and carefully weighs the impact of his decisions on the organization as well as his employees. He serves as an example of what leadership should be that is unparalleled within the Financial Services Industry."

Felix Davidson's Current Company Details
Surfin-Meta

Surfin-Meta

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Financial Services Executive / Board Director
Felix Davidson Work Experience Details
  • Surfin-Meta
    Board Member
    Surfin-Meta May 2023 - Present
    Outram, Central Singapore Community Development Council, Sg
  • Datashield Corporation
    Investor
    Datashield Corporation Jun 2022 - Present
  • Nebraska Environmental Trust
    Board Member
    Nebraska Environmental Trust Jan 2019 - Present
  • Bridges Trust
    Chief Operating Officer
    Bridges Trust Apr 2019 - Mar 2022
    Omaha, Nebraska, Us
  • J.P. Morgan Securities Llc
    Managing Director - Wealth Management Operations
    J.P. Morgan Securities Llc Jul 2016 - Jul 2019
  • State Of Nebraska
    Chief Operating Officer
    State Of Nebraska Feb 2015 - Jan 2016
    Lincoln, Ne, Us
    Assisted the transition for the new governor's administration by helping him apply a range of best business practices across the state agencies under his purview.
  • Td Ameritrade
    President Td Ameritrade Clearing Inc.
    Td Ameritrade Jan 2007 - Feb 2015
    Omaha, Ne, Us
    President of TD Ameritrade Clearing / MD Brokerage Operations, TD Ameritrade Inc.FINRA licenses: Series 3, 4, 7, 24, 27, 53, 63Areas of responsibility include: futures and f/x operations, trading, order routing strategy, securities lending, credit / market risk management, margins, collections, purchase and sales, cashiering, mutual fund operations, corporate actions, settlements, alternative investments, tax and cost basis reporting, account statement product / production management, transfer of accounts, retirement account services, operations controls / operational risk management, project management, conversions and integrations.
  • Td Ameritrade
    Managing Director, Investor Services
    Td Ameritrade Jan 2002 - Jan 2007
    Omaha, Ne, Us
    Responsible for call center operations / service centers and some middle office functions (credit risk).
  • Td Ameritrade
    Director - Operations
    Td Ameritrade Jan 1998 - Jan 2002
    Omaha, Ne, Us
    Served in a variety of roles from call center manager, product development, merger/acquisition integration, department head for several different groups (technology support, new accounts, operations).
  • The Options Clearing Corporation (Occ)
    Board Of Directors
    The Options Clearing Corporation (Occ) Jan 2013 - Jan 2015
    Vice Chair of BoardChair - performance committeeRisk Committee
  • U.S. Marine Corps
    Captain
    U.S. Marine Corps 1992 - 1998
    Washington, Dc, Us

Felix Davidson Skills

Risk Management Management Financial Services Leadership Strategy Options Mutual Funds Securities Series 7 Trading Process Improvement Project Management Finra Strategic Partnerships Series 24 Equities Investments Portfolio Management Business Analysis Series 63 Integration Alternative Investments Change Management Relationship Management Vendor Management Call Centers Policy Sales Middle Office Asset Management Corporate Actions Fixed Income Internal Controls Product Development Strategic Financial Planning Time Management Credit Risk Credit Operational Risk Management Settlement Accounting Investment Advisory Retirement

Felix Davidson Education Details

  • University Of Nebraska-Lincoln
    University Of Nebraska-Lincoln
  • Univ. Of Chicago Booth School Of Bus.
    Univ. Of Chicago Booth School Of Bus.
    Advanced Strategy

Frequently Asked Questions about Felix Davidson

What company does Felix Davidson work for?

Felix Davidson works for Surfin-Meta

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

Felix Davidson's current role is Financial Services Executive / Board Director.

What is Felix Davidson's email address?

Felix Davidson's email address is fe****@****ade.com

What is Felix Davidson's direct phone number?

Felix Davidson's direct phone number is (402)-574*****

What schools did Felix Davidson attend?

Felix Davidson attended University Of Nebraska-Lincoln, Univ. Of Chicago Booth School Of Bus..

What skills is Felix Davidson known for?

Felix Davidson has skills like Risk Management, Management, Financial Services, Leadership, Strategy, Options, Mutual Funds, Securities, Series 7, Trading, Process Improvement, Project Management.

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