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Joseph Davis Email & Phone Number
Operations Analyst
at
Bank of America
1 work email found
@vestwell.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Operations Analyst
Location
Jacksonville, Florida, United States
Who is Joseph Davis? Overview
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Quick answer
Joseph Davis is listed as Operations Analyst at Bank of America, based in Jacksonville, Florida, United States. AeroLeads shows a work email signal at vestwell.com and a matched LinkedIn profile for Joseph Davis.
Joseph Davis previously worked as Senior Investment Associate at Vestwell and Investment Associate at Vestwell. Joseph Davis holds Bachelor'S Degree, Finance, 3.72 from The University Of Kansas.
Company email context
Email format at Bank of America
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{first}.{last}@vestwell.com
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AeroLeads found 1 current-domain work email signal for Joseph Davis. Compare company email patterns before reaching out.
Profile bio
About Joseph Davis
At Vestwell, our team's efforts in investment analysis and plan implementation significantly enhanced the onboarding process, ensuring that investment options aligned seamlessly with client programs. My role also involved rigorous interaction with third-party managers and advisors, reinforcing my analytical skills and stakeholder engagement capabilities.With a solid foundation in finance from The University of Kansas, I have consistently demonstrated my proficiency in fundamental and financial statement analysis. My motivation lies in continuously improving investment strategies and processes, and I am driven by the goal of optimizing investment outcomes for diverse portfolios.
Listed skills include Leadership, Presentation Skills, Accounting, Fundamental Analysis, and 24 others.
Current workplace
Joseph Davis's current company
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5 roles
Joseph Davis work experience
A career timeline built from the work history available for this profile.
Senior Investment Associate
- Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform; this includes both cost and asset class coverage analysis- Coordinating with our custody partners to ensure a seamless new plan onboarding processLiaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans- Working with 3rd party investment managers and advisors… Show more - Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform; this includes both cost and asset class coverage analysis- Coordinating with our custody partners to ensure a seamless new plan onboarding processLiaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans- Working with 3rd party investment managers and advisors to define onboarding and ongoing requirements- Ensuring investment options are in sync with the respective programs- Ensuring investment performance and fact sheets are updated regularly- Participate in key quality assurance processes Show less
Jan 2023 - Jan 2024
Investment Associate
- Working with internal plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform- Coordinating with our custody partners to ensure a seamless new plan onboarding process- Liaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans- Proactively flagging when updates are needed for investment performance and fact sheets- Collaborating with… Show more - Working with internal plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform- Coordinating with our custody partners to ensure a seamless new plan onboarding process- Liaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans- Proactively flagging when updates are needed for investment performance and fact sheets- Collaborating with third-party Investment Managers and Advisors to define onboarding and ongoing requirements Show less
Jan 2022 - Jan 2023
Teaching Assistant
- Assist in grading and providing students with theoretical concepts and analytical tools to better understand the world of investing at an individual and institutional level.
Aug 2021 - Mar 2022
Research Assistant
Scott Nations
- Utilization of databases and data services to acquire and synthesize data on delisted companies and market indexes focused on periods of market crashes and uncertain economic conditions for statistical, time-series, and event analysis.
May 2021 - Mar 2022
1 education record
Joseph Davis education
FAQ
Frequently asked questions about Joseph Davis
Quick answers generated from the profile data available on this page.
What company does Joseph Davis work for?
Joseph Davis works for Bank of America.
What is Joseph Davis's role at Bank of America?
Joseph Davis is listed as Operations Analyst at Bank of America.
What is Joseph Davis's email address?
AeroLeads has found 1 work email signal at @vestwell.com for Joseph Davis at Bank of America.
Where is Joseph Davis based?
Joseph Davis is based in Jacksonville, Florida, United States while working with Bank of America.
What companies has Joseph Davis worked for?
Joseph Davis has worked for Bank Of America, Vestwell, The University Of Kansas School Of Business, and Scott Nations.
How can I contact Joseph Davis?
You can use AeroLeads to view verified contact signals for Joseph Davis at Bank of America, including work email, phone, and LinkedIn data when available.
What schools did Joseph Davis attend?
Joseph Davis holds Bachelor'S Degree, Finance, 3.72 from The University Of Kansas.
What skills is Joseph Davis known for?
Joseph Davis is listed with skills including Leadership, Presentation Skills, Accounting, Fundamental Analysis, Microsoft Powerpoint, Financial Modeling, Derivatives, and Market Research.
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