Josh Davis

Josh Davis Email and Phone Number

Partner, Baseline Partners @ Baseline Partners, LLC
Josh Davis's Location
Greater Phoenix Area, United States, United States
Josh Davis's Contact Details

Josh Davis personal email

Josh Davis phone numbers

About Josh Davis

At Baseline Partners, Josh leads business development, introducing and delivering client solutions for institutional investors, foundations, endowments, family offices, advisors and high net worth individuals. After joining in 2020, Mr. Davis successfully expanded the firm’s investor and capital base. As a member of Baseline’s Management and Investment Committees, Joshua leads the capital raising efforts of each strategy the firm undertakes.Previously, Mr. Davis was a Vice President within Bank of America Merrill Lynch’s Global Corporate & Investment Bank, responsible for delivering the banking and depository capabilities of the Global Transaction Services platform to CFOs and Treasurers of national and multinational insurance companies. Prior to that, he worked for J.P. Morgan Corporate & Investment Bank’s Federal Government team, where he partnered with agencies, GSEs and multi-lateral organizations on financial solutions to achieve their missions for constituents and ensured legal compliance of the bank’s contracts as a Financial Agent for the U.S. Treasury and with GSA. At Citi Private Bank and J.P. Morgan Private Bank, he obtained his Series 7 and 63 licenses and completed credit training programs to eventually serve on a team specialized for real estate investors where he implemented strategies for alternative investments, lending and deposits, risk analysis, tax, and estate planning.In addition to his wealth management and institutional banking roles, Mr. Davis benefits from broad experiences as an entrepreneur and small business owner. He partnered with his wife, Naomi, on Love Taza, an award-winning social media platform started in 2007 with millions of followers around the world. In addition to managing the business aspects since its inception, Josh later took on a creative role working on over 100 brand collaborations and digital marketing campaigns – helping conceptualize, direct, and produce branded content for Fortune 100 companies and businesses of all types, including a deal he negotiated for a Taza luggage collection sold in all Target stores nationwide. Awards include the “Best Family Blog” Bloglovin' Award and being named to the FORBES “Top 10 Influencers for Parenting.” Josh was Co-founder and CEO of Pippit, launching as the #1 Lifestyle App in the Apple App Store as a social media platform that bridged blogging and social media for creators and followers, using metadata to enrich content for users, solve monetization obstacles for influencers, and make content more actionable than any other social media platform in 2014.

Josh Davis's Current Company Details
Baseline Partners, LLC

Baseline Partners, Llc

View
Partner, Baseline Partners
Josh Davis Work Experience Details
  • Baseline Partners, Llc
    Partner
    Baseline Partners, Llc Aug 2022 - Present
    Mesa, Arizona, Us
  • Baseline Partners, Llc
    Director
    Baseline Partners, Llc Apr 2020 - Aug 2022
    Mesa, Arizona, Us
  • Love Taza
    Partner
    Love Taza 2007 - 2023
    FORBES Top 10 Influencers of 2017 for ParentingWinner: Best Family Blog, 2016 Bloglovin' Awards2021 Book Published by Harper Collins: "A Coat of Yellow Paint" by Naomi Davis
  • Pippit
    Co-Founder & Ceo
    Pippit 2013 - 2015
    The Pippit app launch in 2014 as the #1 Lifestyle App in the Apple App Store. As a Social Media Platform, Pippit bridged blogging and social media content for creators and followers, bringing together blog posts, photos, and videos all into a single feed. In order to enrich content for users and solve monetization obstacles for influencers, users could add small, color-coded dots known at "pips" on top of both photos and videos with active links or comments/descriptions. A suite of other features and functionality combined to unite community, increase engagement, and make content more actionable than any other social media platform in 2014. www.pippit.co [WATCH THE VIDEO ->]
  • Bank Of America
    Vice President
    Bank Of America 2012 - 2014
    Charlotte, Nc, Us
    Within Bank of America Merrill Lynch’s Global Corporate & Investment Banking division, managed a portfolio of multinational and domestic Insurance/Reinsurance clients for the Global Transaction Services business, providing working capital optimization, cash and liquidity solutions, trade and supply chain finance, foreign exchange, commercial credit card programs, and payments and receipts. Main client contacts are at the CFO, Treasurer and Controller levels. Before resigning, ranked 4th out of 60 peers for performance (24 in FIG, 36 in Large Corporate); rankings based on total additional revenue generated from client portfolio, revenue from cross-border/global deals, and revenue from new business.
  • J.P. Morgan
    Assistant Vice President
    J.P. Morgan 2009 - 2012
    New York, Ny, Us
    J.P. Morgan Corporate & Investment Bank; Treasury & Security Services; Providing banking solutions to the United States federal government departments at J.P. Morgan Chase, a Financial Agent to the U.S. Department of the Treasury. Promoted from Associate to Assistant Vice President in this role.
  • J.P. Morgan
    Analyst
    J.P. Morgan 2007 - 2009
    New York, Ny, Us
    At J.P. Morgan Private Bank, worked as a Banking Analyst in the Global Wealth Management Analyst Program on the Real Estate & General Wealth Team. Obtained Series 7 and 63 licenses (inactive).
  • Citi
    Analyst
    Citi 2007 - 2007
    New York, New York, Us
    Citi Private BankAnalyst Program; completed Citi's Credit Training; additional training on Tax, Investments, Alternative Investments, Portfolio Construction, Estate Planning, and the full-suite of solutions provided by Citi Private Bank to HNW and UHNW clients. Worked on Banker team.
  • Oppenheimer Funds
    Intern
    Oppenheimer Funds 2006 - 2006
    Atlanta, Ga, Us

Josh Davis Skills

Financial Modeling Crm Bloomberg Equities Valuation Fixed Income Corporate Finance Hedge Funds Banking Investment Banking Strategy Wealth Management

Josh Davis Education Details

  • Columbia University
    Columbia University
    Columbia College
  • The Bolles School
    The Bolles School

Frequently Asked Questions about Josh Davis

What company does Josh Davis work for?

Josh Davis works for Baseline Partners, Llc

What is Josh Davis's role at the current company?

Josh Davis's current role is Partner, Baseline Partners.

What is Josh Davis's email address?

Josh Davis's email address is jo****@****ail.com

What is Josh Davis's direct phone number?

Josh Davis's direct phone number is (800) 374*****

What schools did Josh Davis attend?

Josh Davis attended Columbia University, The Bolles School.

What skills is Josh Davis known for?

Josh Davis has skills like Financial Modeling, Crm, Bloomberg, Equities, Valuation, Fixed Income, Corporate Finance, Hedge Funds, Banking, Investment Banking, Strategy, Wealth Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.