Robert Davis
AeroLeads people directory · profile

Robert Davis Email & Phone Number

Vice President, Sr. Financial Analyst at Bank of America Merrill Lynch at Bank of America Merrill Lynch
Location: Greater Philadelphia, United States, United States 4 work roles 2 schools
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Vice President, Sr. Financial Analyst at Bank of America Merrill Lynch
Location
Greater Philadelphia, United States, United States
Company size

Who is Robert Davis? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Robert Davis is listed as Vice President, Sr. Financial Analyst at Bank of America Merrill Lynch at Bank of America Merrill Lynch, a company with 23988 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a matched LinkedIn profile for Robert Davis.

Robert Davis previously worked as Vice President at Bank Of America Merrill Lynch and Transaction Processing Specialist at Jpmorgan Chase. Robert Davis holds Master Of Business Administration (Mba), Accounting, 3.95 from Wilmington University.

Company email context

Email format at Bank of America Merrill Lynch

This section adds company-level context without repeating Robert Davis's masked contact details.

Bank of America Merrill Lynch

Review company-level records connected to Robert Davis before choosing the right outreach path.

Profile bio

About Robert Davis

Robert Davis is a Vice President, Sr. Financial Analyst at Bank of America Merrill Lynch at Bank of America Merrill Lynch. He possess expertise in financial statements, journal entries, account reconciliation, quickbooks, tax preparation and 17 more skills.

Listed skills include Financial Statements, Journal Entries, Account Reconciliation, Quickbooks, and 18 others.

Current workplace

Robert Davis's current company

Company context helps verify the profile and gives searchers a useful next step.

Bank of America Merrill Lynch
Bank Of America Merrill Lynch
Vice President, Sr. Financial Analyst at Bank of America Merrill Lynch
charlotte, north carolina, united states
Website
Employees
23988
AeroLeads page
4 roles

Robert Davis work experience

A career timeline built from the work history available for this profile.

Vice President

Current

Hopewell, New Jersey

Planning, forecasting, and tracking expenses for the Investment Solutions GroupAnalyzing and understanding business drivers to help influence efficiencies and decision making Tracking performance metrics, creating presentations, and providing analysis for key internal clients, including the line of business and senior management Conducting thorough.

Aug 2016 - Present

Transaction Processing Specialist

Jpmorgan Chase

Newark, DE

Working on a Stock Borrow Loan team directly supporting our International Trading DeskManaging Inter-company business and relationships with Internal Legal EntitiesImproved our Contract Comparison Metrics, decreasing overall breaks by approximately 95%

Jun 2014 - Aug 2016

Staff Accountant

Wilmington, Delaware

 Completed monthly valuations of multiple internal fund of funds and Private Equity funds Prepared financial statements, gathering tax information, and assisting auditors annually Completed monthly cash reconciliations for multiple company accounts

Jun 2013 - Jun 2014

Accounting Intern

Chester, PA

 Worked with Accounts Payables, Accounts Receivables, and Asset Schedules Paid invoices, deposited checks, and reviewed journal entries for multiple company accounts Completed a variety of different tasks, including working stadium and team events

Jan 2013 - May 2013
Team & coworkers

Colleagues at Bank of America Merrill Lynch

Other employees you can reach at bofaml.com. View company contacts for 23988 employees →

2 education records

Robert Davis education

Master Of Business Administration (Mba), Accounting, 3.95

Activities and Societies: Sigma Beta Delta, International Honor Society for Business

Bachelor'S Degree, Accounting, 3.75

Activities and Societies: Betta Gamma Sigma Honor Society, NCAA National Scholar Athlete, Member of The Rowan University Men's Soccer Team.

FAQ

Frequently asked questions about Robert Davis

Quick answers generated from the profile data available on this page.

What company does Robert Davis work for?

Robert Davis works for Bank of America Merrill Lynch.

What is Robert Davis's role at Bank of America Merrill Lynch?

Robert Davis is listed as Vice President, Sr. Financial Analyst at Bank of America Merrill Lynch at Bank of America Merrill Lynch.

Where is Robert Davis based?

Robert Davis is based in Greater Philadelphia, United States, United States while working with Bank of America Merrill Lynch.

What companies has Robert Davis worked for?

Robert Davis has worked for Bank Of America Merrill Lynch, Jpmorgan Chase, Tiedemann Wealth Management, and Philadelphia Union.

Who are Robert Davis's colleagues at Bank of America Merrill Lynch?

Robert Davis's colleagues at Bank of America Merrill Lynch include Pedro Barosa, Santosh Salpal, Michael Paternoster, Tyler Dupont, Cfa, and Jane Papia.

How can I contact Robert Davis?

You can use AeroLeads to view verified contact signals for Robert Davis at Bank of America Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Robert Davis attend?

Robert Davis holds Master Of Business Administration (Mba), Accounting, 3.95 from Wilmington University.

What skills is Robert Davis known for?

Robert Davis is listed with skills including Financial Statements, Journal Entries, Account Reconciliation, Quickbooks, Tax Preparation, Accruals, General Ledger, and Bank Reconciliation.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Robert Davis you were looking for.

View similar profiles