Van Davis Email and Phone Number
Van Davis work email
- Valid
- Valid
Van Davis personal email
Van Davis phone numbers
As a Vice President and Banker with J.P. Morgan Private Bank, I work closely with a diverse group of clients, including doctors, lawyers, small business owners and those with inherited wealth. I view myself as a partner in their success, sitting alongside them to understand the aspirations they have for their capital. I believe it’s important to educate clients throughout the wealth management process; all my clients know there is no such thing as a dumb question.
J.P. Morgan Private Bank
View- Website:
- jpmorgan.com
- Employees:
- 59438
-
BankerJ.P. Morgan Private Bank Jan 2021 - PresentBaltimore, Maryland, United StatesJ.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
-
Senior Investment AdvisorPnc Jan 2013 - Jan 2021Baltimore, Maryland, United StatesResponsible for growing and retaining client relationships by providing timely investment advice; over 100 clients with over $300 million in assets represent my current book of business -
Senior AnalystAdams Express Company Aug 2011 - Dec 2013Analyze and recommend stocks in the financial sector: banks, insurance, capital markets, exchanges, consumer finance, thrifts, mortgages, and REITS.
-
Managing PartnerHarris Mullan, Llc Jun 2010 - Dec 2010Harris Mullan was a start-up business providing cash collateral to bonded contractors for a fee; investor funds would be pooled and then invested in a variety of construction projects for an attractive return. Responsibilities included developing the new company’s business and marketing plan, finding suitable candidates for HM’s advisory board, attracting accredited and institutional investors and implementing strict financial controls.
-
Vice President, Senior Equity AnalystMtb Investment Advisors Aug 2003 - Dec 2008Analyzed and recommended stocks in the financial sector (approximately $200 million of equity holdings at market peak): banks, insurance, capital markets, exchanges, consumer finance, thrifts, mortgages, and GSEs. Effectively communicated ideas to institutional and personal trust portfolio managers through detailed written reports and oral communication. Presented industry analyses to M&T Senior Management, high net worth clients, and regional bank conferences.
-
Vice President, Senior Research AnalystMercantile-Safe Deposit & Trust Jan 1993 - Aug 2003Conducted fundamental research on leading and secondary companies in the following industries: banks, insurance, capital markets, consumer finance, retail, textiles, tobacco, beverage and household products. Generated new ideas from internal models, brokerage reports, industry reports, and meetings with sell-side analysts and company managements. Investment advice was communicated to portfolio managers through detailed company reports, industry reports and oral presentations. Important accomplishments include:- Placed second in analyst incentive competition in 2002 and 2001; placed first in Emphasis List (best ideas list) competition in 2001 and 2000.- Designed new report profiles to improve appearance and effectiveness of research product; new reports received praise from Mercantile’s Board of Directors and were approved for outside distribution.- Oversaw the proxy voting process representing nearly 1,300 voting securities. Established new voting guidelines and implemented special procedures to address the special needs of Taft-Hartley clients.
-
Group Head - Closely Held Business UnitMercantile-Safe Deposit & Trust 1988 - 2003Responsible for the fiduciary management of approximately 250 small companies, banks and limited partnerships. Performed annual financial reviews, proxy voting, recommended action on tenders, redemptions, reviewed outside appraisals and prepared original valuation work for negotiated sales (both majority and minority positions).
Van Davis Skills
Van Davis Education Details
-
Business Administration -
Economics
Frequently Asked Questions about Van Davis
What company does Van Davis work for?
Van Davis works for J.p. Morgan Private Bank
What is Van Davis's role at the current company?
Van Davis's current role is Banker at J. P. Morgan Private Bank.
What is Van Davis's email address?
Van Davis's email address is da****@****zon.net
What is Van Davis's direct phone number?
Van Davis's direct phone number is +141032*****
What schools did Van Davis attend?
Van Davis attended Loyola University Maryland, University Of Maryland Baltimore County.
What skills is Van Davis known for?
Van Davis has skills like Banking.
Who are Van Davis's colleagues?
Van Davis's colleagues are Mayur Gala, Steve Downing, Farooque Mulla, Dr Bjoern Reinhardt, Fran Gilley, Timothy Ellington, Ellen Hearn.
Not the Van Davis you were looking for?
-
2yahoo.com, ziprealty.com
1 +197321XXXXX
-
Van Davis
Mat, Ba, From Western Nm University; Maxwell Leadership Team Member; Cooper Institute Cpt And Advanced Biomechanics; AfaaHewitt, Tx1baylor.edu -
6yahoo.com, msn.com, gmail.com, gmail.com, coronadocoal.com, conturaenergy.com
5 +130446XXXXX
-
Van Davis
Sap Program Manager / Sap Hcm & Payroll / Ecc 6 / Successfactors / Sap Grc SecurityDallas, Tx1aa.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
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.
Start your free trial