Oliver Davis Email and Phone Number
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Oliver Davis is a Financial Adviser at Voya Financial Advisors at Voya Financial. He possess expertise in bloomberg terminal, microsoft excel, vba, statistical modeling, dcf valuation and 6 more skills.
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Financial Adviser At Voya Financial Advisors, IncVoya Financial May 2019 - PresentElmsford, New York, United StatesI am a teacher at heart - and my goal is to help you navigate topics like yourpension, social security, college savings, wills/trusts, and life insurance needs, as well as how to maximize your retirement savings through your 403(b), IRAs and managed accounts.My goal is to educate you and help plan your financial life, both before and after retirement. Please don’t hesitate to reach out if you have any questions, more than happy to help!Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC). Neither Voya Financial Advisors nor its representatives offer tax of legal advice. Please consult with your tax a legal advisors regarding your individual situation. -
Portfolio Management AssociateA Single Family Office Aug 2017 - Jul 2018NycWorked in highly specialized private wealth management team, managing nearly a quarter of a billion dollars in a Family Office structure.
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Student Portfolio Manager/Asset Allocation ManagerRam Fund Sep 2016 - May 2017• Manage student-led long-only equity portfolio (AUM $345,000) on behalf of the URI Alumni Association• Create automatic Bloomberg research reports with valuation models such as FCFE to value small/mid cap public companies for investment decision making• Use custom VBA functions to statistically model expected return and volatility of theoretical portfolios.• Use linear programming in conjunction with statistical modeling to find and implement the optimal portfolio, as well as back-test and stress-test the portfolio• Create polished presentations for URI Alumni Association as well as Fidelity Investments detailing the fund’s investment and risk management process
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Summer Hedge Fund AnalystProvidence Investment Management Jun 2016 - Sep 2016Providence, Rhode Island Area
Oliver Davis Skills
Oliver Davis Education Details
Frequently Asked Questions about Oliver Davis
What company does Oliver Davis work for?
Oliver Davis works for Voya Financial
What is Oliver Davis's role at the current company?
Oliver Davis's current role is Financial Adviser at Voya Financial Advisors.
What is Oliver Davis's email address?
Oliver Davis's email address is od****@****oya.com
What schools did Oliver Davis attend?
Oliver Davis attended University Of Rhode Island - College Of Business, University Of Rhode Island - College Of Business Administration.
What skills is Oliver Davis known for?
Oliver Davis has skills like Bloomberg Terminal, Microsoft Excel, Vba, Statistical Modeling, Dcf Valuation, Financial Modeling, Bloomberg Excel Api Expert, Real Estate, Private Equity, Hedge Funds, Long/short Equity.
Who are Oliver Davis's colleagues?
Oliver Davis's colleagues are Ryan Nichols, Emma Drauszewski, Yanhao Hu, Fsa, Paula Herlihy, David Dutczak, Kristin Bordwell, Art Crawford Iii, Cebs.
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Oliver Davis
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Oliver Davis
Denver, Co5gmail.com, aol.com, schwab.com, gmail.com, bellsouth.net9 +190370XXXXX
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Oliver Davis
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