Johnathon T. Davis Email and Phone Number
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I have been a licensed member of the financial services community for more than 30 years, and with apologies to the great James Taylor, “I’ve seen fire, and I’ve seen rain.” Remember Y2K? Yeah, I don’t either. But I do seem to vaguely recall that the sky was supposed to fall on Jan. 1st, 2000. Well, it didn’t. A cornerstone of any successful investment strategy is first the management of emotions. Too often paralysis by analysis deems it justifiable to do nothing. And if everyone else is doing nothing, shouldn’t I be doing nothing, too? “Nothing” couldn’t be farther from the truth….Series 65 LicenseSpecialties: University of Kentucky 403B Expert, 401K /IRA Rollover Specialist, Completed Moody s Assessing Credit Risk-Commercial Lending
Tabiri Analytics, Inc.
View- Website:
- tabirianalytics.com
- Employees:
- 8
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Chairman Of The Board Of DirectorsTabiri Analytics, Inc. Jul 2018 - PresentLexington, Kentucky, United States• Active role in company activities with primary responsibility to develop, operate, and grow Tabiri.• Managing communications with shareholders and stakeholders.• Collaborating on agendas and building consensus on actions that need to be taken. - Knowledgeable in Security Reviews, Intrusion Detection, Incident Response, Vulnerability Management, Data Protection and Network Forensics- Maintain relevancy in Cyber Security and Data Analytics, as it pertains to future opportunities for Tabiri. -
Managing Partner And AdvisorJt Davis Asset Management, Llc Sep 2009 - Present444 E Main StModern Portfolio Theory worked for nearly 50 years, but "Buy and Hold" is now nearly universally derided by investment professionals as an irresponsible investment strategy. The average investor is probably not even aware of exactly how much risk they are assuming by being passive in their investment strategy. Our mission is to help our clients quickly access either offensive (growth) or defensive (protection) tactics in asset management when conditions call for them. The recent financial crisis clearly demonstrated to investors, especially retirees, the dramatic impact a stock market decline can have on holdings at the time when they need to access their money most. With life expectancy increasing and markets fluctuating, most investors need help managing their money in tough times. We use third-party money managers to safely practice active portfolio management. Accounts are monitored daily, and money is moved (or not moved) as deemed appropriate. We are convinced that this is the best strategy to give our clients a chance to reach their goals through both bull and bear markets.
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VpAmerican Founders Bank Jun 2006 - Aug 2009Re-established the banks' SBA lending services, garnering SBA Preferred and SBA Express designations for the institution.Underwrote loans and approved credit requests up to acceptable loan limits.
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Vp, Commercial LendingFirst Security Bank Feb 2003 - Apr 2006Lexington, KyResponsible for the management and growth of a multimillion dollar commercial loan portfolio.
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Avp, Banking Center ManagerBank One Jan 2001 - May 2003Nicholasville, KyManaged a multi million dollar P & L statement for maximum location profitability. Responsible for all functions of branch operations, including supervision of tellers, customer service agents, and liscensed in-house investment brokers.
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Dist. Mgr.First Investors Corporation Sep 1992 - Jan 2001Lexington, Kentucky AreaRecruited, trained, and developed a staff of 7 licensed advisers. Assisted 15 new Registered Representatives in ultimately achieving Management or Senior Sales positions over an 8 year period. Managed a personal portfolio of business with 90+ clients and approximately 45MM in AUM.
Johnathon T. Davis Skills
Johnathon T. Davis Education Details
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Business
Frequently Asked Questions about Johnathon T. Davis
What company does Johnathon T. Davis work for?
Johnathon T. Davis works for Tabiri Analytics, Inc.
What is Johnathon T. Davis's role at the current company?
Johnathon T. Davis's current role is Helping Pre-Retirees Plan Their Financial Future.
What is Johnathon T. Davis's email address?
Johnathon T. Davis's email address is da****@****tbb.com
What is Johnathon T. Davis's direct phone number?
Johnathon T. Davis's direct phone number is +185960*****
What schools did Johnathon T. Davis attend?
Johnathon T. Davis attended University Of Kentucky.
What are some of Johnathon T. Davis's interests?
Johnathon T. Davis has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Disaster And Humanitarian Relief, Human Rights, Arts And Culture.
What skills is Johnathon T. Davis known for?
Johnathon T. Davis has skills like Portfolio Management, Banking, Loans, Mortgage Lending, Credit, Financial Analysis, Commercial Lending, Investments, Small Business Lending, Wealth Management, Strategic Financial Planning, Risk Management.
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