Co-Founder
Current
Oct 2022 - Present
AeroLeads people directory · profile
Quentin Davis Email & Phone Number
Financial Advisor & Co-Founder -WealthWise Financial Group
at
WealthWise Financial Group
1 work email found
@ccuniversity.edu
2 phones found area 513
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor & Co-Founder -WealthWise Financial Group
Location
Cincinnati Metropolitan Area, United States, United States
Who is Quentin Davis? Overview
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Quick answer
Quentin Davis is listed as Financial Advisor & Co-Founder -WealthWise Financial Group at WealthWise Financial Group, based in Cincinnati Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ccuniversity.edu, phone signal with area code 513, and a matched LinkedIn profile for Quentin Davis.
Quentin Davis previously worked as Co-Founder at Wealthwise Financial Group and Financial Advisor at Dome Financial Services, Ltd.. Quentin Davis holds Masters In Leadership, Educational Leadership And Administration, General from Cincinnati Christian University.
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{first}.{last}@ccuniversity.edu
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Profile bio
About Quentin Davis
My personal philosophy is to discover new ways of thinking outside the box, and make an organization or company better than when I started or heard about the cause.I’ve always felt as though we should try to live our lives as to leave the world a better place. I also believe that if you are putting others needs before your own then you will have successes in whatever you are doing. Seek out opportunities where small amounts of resources, time and energy can make a disproportionately large contribution. In addition, do the things that no one wants to do, and you will be the person everyone wants to be! Quentin Davis is a Registered Representative of Equity Services, Inc. Securities are offered solely by Equity Services, Inc., Member FINRA/SIPC,100 E Campus View Blvd. Suite 125. Columbus, OH 43235, 614-430-8414. WealthWise Financial Group, LLC in Financial Services is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer of NLIC.Quentin Davis is licensed to sell securities in Ohio and is insurance-licensed in Ohio. An endorsement of this individual may not reflect others' views or experience. TC133510(0523)P
Listed skills include Public Speaking, Customer Service, Leadership, Nonprofits, and 35 others.
Current workplace
Quentin Davis's current company
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9 roles
Quentin Davis work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Feb 2017 - Present
Treasurer
Current
Nov 2012 - Present
Internal Wholesaler
Provides a broad range of sales, marketing, technical and operations support to producers in assigned territory. Paired with an external member of Western & Southern to provide services in assigned territory and supports other regions as needed. Focuses on sustaining and enhancing relationships with producers. Utilizes extensive in-depth product.
Sep 2016 - Feb 2017
Financial Representative
Builds relationships with existing and prospective policyholders within defined demographic criteria through proactive sales of products and quality customer service. Determines client needs and delivers insurance and financial products to meet those needs. Ensures persistency and growth of this block of business using industry knowledge, communication.
Dec 2014 - Sep 2016
Associate Director Of Undergraduate Admissions
As the Associate Director of Admissions I served as the chief marketing executive for the schools undergraduate (Lexington Campus). This position functioned as the key person responsible for new student recruitment and management for the admissions department. Responsible for attaining new student and start rate plans for the school. Oversees the.
Apr 2014 - Dec 2014
Admissions Counselor
As an admissions counselor I planed and carried out all educational outreach actives for Cincinnati Christian University. I attend college fairs, high schools and other community events, presenting the benefits of an education from Cincinnati Christian University. Conducting pre-admissions interviews with prospective students, evaluated their grades.
Aug 2009 - May 2014
Portfolio Assistant
Assist in coordinating meetings with the sell-side brokers and public companies. Coordinate travel (primarily domestic) and maintain analyst calendars, process expense reports; answer and direct calls to appropriate analyst.Travel arrangements and calendaring across multiple time zones.Assist analysts and their associates in tracking portfolio companies.
Jan 2007 - Feb 2009
Sales
Genewiz
Pharmaceutical Rep- Generated sales leads, served as prelaunch sales affiliate, and organized logistical oversight for the expansion to new markets and entrance into a national market.
Aug 2006 - Feb 2009
3 education records
Quentin Davis education
Masters In Leadership, Educational Leadership And Administration, General
Bachelor Of Science, Business
Bachelor Of Science, Psychology
FAQ
Frequently asked questions about Quentin Davis
Quick answers generated from the profile data available on this page.
What company does Quentin Davis work for?
Quentin Davis works for WealthWise Financial Group.
What is Quentin Davis's role at WealthWise Financial Group?
Quentin Davis is listed as Financial Advisor & Co-Founder -WealthWise Financial Group at WealthWise Financial Group.
What is Quentin Davis's email address?
AeroLeads has found 1 work email signal at @ccuniversity.edu for Quentin Davis at WealthWise Financial Group.
What is Quentin Davis's phone number?
AeroLeads has found 2 phone signal(s) with area code 513 for Quentin Davis at WealthWise Financial Group.
Where is Quentin Davis based?
Quentin Davis is based in Cincinnati Metropolitan Area, United States, United States while working with WealthWise Financial Group.
What companies has Quentin Davis worked for?
Quentin Davis has worked for Wealthwise Financial Group, Dome Financial Services, Ltd., Celtic Christian Mission, Western & Southern Financial Group, and Sullivan University.
How can I contact Quentin Davis?
You can use AeroLeads to view verified contact signals for Quentin Davis at WealthWise Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Quentin Davis attend?
Quentin Davis holds Masters In Leadership, Educational Leadership And Administration, General from Cincinnati Christian University.
What skills is Quentin Davis known for?
Quentin Davis is listed with skills including Public Speaking, Customer Service, Leadership, Nonprofits, Strategic Planning, Coaching, Microsoft Office, and Financial Analysis.
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