![Jason W. Davis](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jason W. Davis
Direttore della Ricerca - Azioni presso Strategic Wealth Management, Inc.
Profilo
Mr. Jason W.
Davis is a Director of Research at Strategic Wealth Management, Inc. He joined Strategic Wealth Management in 2006.
He is also into Trading for Strategic Wealth Management, he facilitates firms investment research and due diligence, structures client portfolios, and leads our Capital Markets and Fund Manager Review Committees.
He takes an active role in training and support for Tribal investment and 401(k) committees.
Mr. Davis was previously with Merrill Lynch’s Private Banking and Investment Group where he led his team's efforts in offering investment assistance to Native American Governments.
In 1997, he co-founded a semiconductor representative firm and launched a separate consulting firm that provided outsourced design and manufacturing.
Mr. Davis received his BS in Electrical Engineering from Seattle Pacific University.
He earned an MBA in Technology Management from the University of Washington's Executive School of Business where he focused on Venture Finance and Economics.
Posizioni attive di Jason W. Davis
Società | Posizione | Inizio |
---|---|---|
Strategic Wealth Management, Inc.
![]() Strategic Wealth Management, Inc. Investment ManagersFinance Strategic Wealth Management, Inc. (SWM) is an investment advisory firm headquartered in Kirkland, Washington. The firm was founded in 1988 and became a subsidiary of Ulrich Investment Consultants in 2022. SWM provides investment advice to individual and institutional clients. | Direttore della Ricerca - Azioni | 01/01/2006 |
Precedenti posizioni note di Jason W. Davis
Società | Posizione | Fine |
---|---|---|
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31/05/2006 |
Formazione di Jason W. Davis
University of Washington | Masters Business Admin |
Seattle Pacific University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Strategic Wealth Management, Inc.
![]() Strategic Wealth Management, Inc. Investment ManagersFinance Strategic Wealth Management, Inc. (SWM) is an investment advisory firm headquartered in Kirkland, Washington. The firm was founded in 1988 and became a subsidiary of Ulrich Investment Consultants in 2022. SWM provides investment advice to individual and institutional clients. | Finance |
Merrill Lynch & Co., Inc. | Finance |
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