Patricia Davis

Patricia Davis Email and Phone Number

Managing Director -- Davis Financial ServicesFormer Corporate Financial Management Executive @
Patricia Davis's Location
Bowie, Maryland, United States, United States
Patricia Davis's Contact Details

Patricia Davis work email

Patricia Davis personal email

About Patricia Davis

If you're looking for someone to educate you about the rules of the game of money and how to play it town, then I am your person. After many years as a corporate finance professional, I left corporate America to follow my passion--personal financial education and counseling. My particular focus is underserved clients and giving them the tools needed to make better, more informed financial decisions for themselves, their families and their communities. When that happens, we all win!!!In mid-December of 2014, self-published my second financial book--"Money Secrets for the Sandwich Generation (Squeezed in the Financial Middle)." It's focus is on guidelines, resources and pitfalls important to those caring for (emotionally or financially) aging parents/grandparents on the one side and adult/minor children on the other. Early reviewers say it is chocked gull of good information and is a MUST READ for anyone now or soon-to-be facing those challenges. These so-called "sandwich generation-ers" are having their heart strings and purse strings pulled by both sides. 12/2012, self-published my first book--the financial primer, "Mimi, Money and Me--101 Realities About Money Daddy Never Taught Me but Mama Always Knew." It has been endorsed by the Washington Post's financial writer, Michelle Singletary, as one of the "...best books to give if you want to give the gift of financial power."

Patricia Davis's Current Company Details
Davis Financial Services

Davis Financial Services

Managing Director -- Davis Financial ServicesFormer Corporate Financial Management Executive
Patricia Davis Work Experience Details
  • Davis Financial Services
    Managing Director
    Davis Financial Services Apr 2003 - Present
    As an author, speaker and financial coach, I manage all aspects of the financial education activities in which the organization gets involved. I designed and teach all of our financial literacy courses; do individual and couples coaching/counseling, and do live and taped radio, podcasts and tv shows.
  • Davis Financial Services
    Managing Director
    Davis Financial Services Apr 2003 - Present
    Mitchellville, Md
    Since leaving corporate America as a finance executive, I now work as an Author, Speaker and Coach specializing in financial literacy. I conduct seminars (particularly for under-served populations) and do individual couples financial counseling. Also, I am the author of two financial books--Mimi, Money and Me: 101 Realities About Money Daddy Never Taught Me but Mama Always Knew; and Money Secrets for the Sandwich Generation (Squeezed in the Financial Middle). My most recent book, an Amazon Top 100 when it debuted in Nov, 2017, is Going Broke is No Joke! 52 Money Tips Everybody Should Know. Several years ago, I established a non-profit, Money Matter$, Inc., in order to qualify for my own grants.
  • Money Matters, Inc.
    Executive Director
    Money Matters, Inc. Jun 2011 - Present
    Mitchellville, Md
    Money Matters, Inc. is a 501 C(3) organization I funded and founded to provide financial literacy training to under-served populations. We work in both the public and private sectors to try to educate ordinary citizens about the rules of the money game so they can make better decisions for themselves, their families and their communities.
  • Allfirst Bank
    Senior Vice President
    Allfirst Bank Dec 1995 - Mar 2003
  • Golden Gate University
    Graduate Of Ms Program In Personal Financial Planning
    Golden Gate University Jun 1982 - Jun 1985
    San Francisco Bay Area
    Top Student Award

Patricia Davis Skills

Strategic Financial Planning Investments Asset Managment Retirement Planning Financial Analysis Non Profits Asset Management Banking Portfolio Management Strategy Risk Management Nonprofits Mutual Funds Credit Business Analysis Wealth Management Finance Financial Services Mergers And Acquisitions Management Leadership Public Speaking Program Management Strategic Planning Financial Planning

Patricia Davis Education Details

Frequently Asked Questions about Patricia Davis

What company does Patricia Davis work for?

Patricia Davis works for Davis Financial Services

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

Patricia Davis's current role is Managing Director -- Davis Financial ServicesFormer Corporate Financial Management Executive.

What is Patricia Davis's email address?

Patricia Davis's email address is pd****@****msn.com

What is Patricia Davis's direct phone number?

Patricia Davis's direct phone number is +151060*****

What schools did Patricia Davis attend?

Patricia Davis attended Georgetown Univ Graduate School Of Banking And Finance, Golden Gate University, Stanford University Graduate School Of Business, Howard University, Georgetown University Stonier Graduate School Of Banking And Finance, Golden Gate University, Howard University, Stanford University Graduate School Of Business.

What are some of Patricia Davis's interests?

Patricia Davis has interest in Education, Economic Empowerment.

What skills is Patricia Davis known for?

Patricia Davis has skills like Strategic Financial Planning, Investments, Asset Managment, Retirement Planning, Financial Analysis, Non Profits, Asset Management, Banking, Portfolio Management, Strategy, Risk Management, Nonprofits.

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